Latest news with #iSharesS&P500GrowthETF
Yahoo
28-05-2025
- Business
- Yahoo
DIA Attracts $167M in Assets as Dow Jumps 741 Points
The SPDR Dow Jones Industrial Average ETF Trust (DIA) pulled in $166.5 million Tuesday, increasing its total assets to $37.6 billion, according to data provided by FactSet. The inflows came as the Dow Jones Industrial Average surged 741 points after President Donald Trump delayed the proposed 50% tariffs on the European Union until July 9. The iShares Bitcoin Trust ETF (IBIT) attracted $430.8 million, while the iShares S&P 500 Growth ETF (IVW) gained $410.7 million as technology stocks like Tesla Inc. (TSLA) jumped 7%. The Vanguard Total International Bond ETF (BNDX) pulled in $257.6 million. The SPDR S&P 500 ETF Trust (SPY) experienced the largest outflows at $4.5 billion despite the S&P 500 rising 2.1%. The iShares Russell 2000 ETF (IWM) saw outflows of $1.3 billion, while the iShares 20+ Year Treasury Bond ETF (TLT) lost $304.2 million. International equity ETFs collected $660.9 million in inflows, while international fixed income gained $612.6 million. U.S. equity ETFs saw outflows of $5.8 billion. Overall, ETFs experienced outflows of $5.3 billion. Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change IBIT iShares Bitcoin Trust ETF 430.77 71,415.76 0.60% IVW iShares S&P 500 Growth ETF 410.68 55,102.05 0.75% BNDX Vanguard Total International Bond ETF 257.58 65,423.45 0.39% MSTY YieldMax MSTR Option Income Strategy ETF 178.71 3,939.63 4.54% DIA SPDR Dow Jones Industrial Average ETF Trust 166.52 37,567.58 0.44% QQQM Invesco NASDAQ 100 ETF 121.59 46,863.68 0.26% THRO iShares U.S. Thematic Rotation Active ETF 103.03 4,081.81 2.52% EFV iShares MSCI EAFE Value ETF 101.16 24,986.64 0.40% GSY Invesco Ultra Short Duration ETF 100.07 2,847.05 3.51% VEU Vanguard FTSE All-World ex-US Index Fund 98.23 43,988.96 0.22% Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change SPY SPDR S&P 500 ETF Trust -4,516.90 588,402.59 -0.77% IWM iShares Russell 2000 ETF -1,297.14 61,847.12 -2.10% QQQ Invesco QQQ Trust Series I -407.34 323,576.90 -0.13% BIL SPDR Bloomberg 1-3 Month T-Bill ETF -385.07 44,616.96 -0.86% RSP Invesco S&P 500 Equal Weight ETF -341.81 70,815.82 -0.48% TLT iShares 20+ Year Treasury Bond ETF -304.16 49,713.18 -0.61% IVV iShares Core S&P 500 ETF -203.65 572,253.42 -0.04% BND Vanguard Total Bond Market ETF -129.83 126,084.90 -0.10% TQQQ ProShares UltraPro QQQ -125.93 22,730.04 -0.55% HYLB Xtrackers USD High Yield Corporate Bond ETF -119.31 3,698.31 -3.23% Net Flows ($, mm) AUM ($, mm) % of AUM Alternatives -10.81 10,031.53 -0.11% Asset Allocation -19.21 24,433.85 -0.08% Commodities ETFs 35.61 208,971.14 0.02% Currency 230.23 146,991.69 0.16% International Equity 660.88 1,776,243.25 0.04% International Fixed Income 612.62 288,501.57 0.21% Inverse -111.47 15,325.86 -0.73% Leveraged -114.30 115,268.18 -0.10% US Equity -5,830.15 6,665,735.58 -0.09% US Fixed Income -749.54 1,651,321.02 -0.05% Total: -5,296.13 10,902,823.64 -0.05% Disclaimer: All data as of 6 a.m. Eastern time the date the article is published. Data are believed to be accurate; however, transient market data are often subject to subsequent revision and correction by the | © Copyright 2025 All rights reserved
Yahoo
05-04-2025
- Business
- Yahoo
3 Growth ETFs to Buy With $500 and Hold
Growth stocks can offer investors an exciting ride, but that ride can be wild (and scary) at times. Younger, faster-growing companies tend to produce higher investment returns but are often riskier. They don't always work out, and even the ones that do see some large price swings along the way. To help level out this volatility, smart investors turn to diversification, spreading their money across many growth stocks to keep one lousy pick from sinking the entire portfolio. That can be challenging if the investor is working on a budget. Exchange-traded funds (ETFs) offer a way to overcome that challenge because they represent groups of individual stocks that trade under a single ticker symbol. Even a small amount invested (say $500) in an ETF gives the buyer access to growth stocks but also some level of hedge against volatility. Here are three fantastic growth funds that offer solid upside and enough diversification to minimize risk. Best of all, investors can own all three for under $500. Growth stocks come in different flavors, so knowing what type of companies go into each growth ETF is helpful. For example, the iShares S&P 500 Growth ETF (NYSEMKT: IVW) is a great starting point for any investor. It includes growth stocks from the S&P 500 index, which is arguably the most famous index in the U.S. market. The index comprises 500 prominent U.S. companies, but it's a blend of growth and value stocks. The iShares S&P 500 Growth ETF focuses on the faster-growing companies in the index. The S&P 500 has strict inclusion criteria. Generally speaking, the index consists of blue chip U.S. stocks with large market caps. Larger companies are typically more established (and less volatile) than smaller up-and-coming ones. The ETF includes 211 holdings, primarily well-known growth stocks, including the "Magnificent Seven" stocks, Broadcom, and Eli Lilly. Technology is most prominent sector in this ETF, accounting for about 37% of the stocks. Communications, financials, and consumer discretionary sectors all have at least 10% weighting in the ETF. Overall, the iShares S&P 500 Growth ETF's emphasis on large caps makes it a great middle-ground for investors who want the upside of growth but aren't looking for too much risk and volatility. If you want more potential upside and are willing to stomach more risk and price volatility, the iShares Russell 2000 ETF (NYSEMKT: IWM) could be for you. This ETF tracks the Russell 2000, a market index of approximately 2,000 small-cap U.S. stocks. Small caps typically aren't household names, and it can be extremely challenging and tedious for an individual to research and manage them. Therefore, an ETF like this is a simple way to add diverse small-cap exposure to a portfolio. The largest holding in the iShares Russell 2000 ETF is Sprouts Farmers Market, at just 0.62%. The ETF currently has 1,956 individual holdings. There is also more sector balance than you'll find in most growth ETFs. Financials are the heaviest-weighted sector in the ETF, at 19.6%, followed by industrials (17.6%), healthcare (16.9%), and technology (12.4%). All the other sectors have weightings of less than 10% each. Almost every ETF charges an expense ratio to operate the fund. The iShares Russell 2000 ETF is a tad higher than many others at 0.19%. That's $0.19 charged every year on $100 invested. It seems like a reasonable fee for off-loading countless hours of research and work to stay involved in a vast small-cap space with far more losing stocks than winners. Spending most of your time on the U.S. stock market makes sense. It's the largest, with a cumulative market cap of approximately $57 trillion, many times larger than China's stock market, a distant second at just $7.6 trillion. However, ignoring the numerous high-quality companies outside the United States and Canada would be a mistake. The tricky part is that foreign companies may not trade on U.S. exchanges or may report in other currencies, making it difficult to stay up on them. Such a situation is resolved best with an ETF like the iShares MSCI EAFE Growth ETF (NYSEMKT: EFG). MSCI is the acronym of Morgan Stanley Capital International and EAFE is the acronym for Europe, Australasia, and the Far East. Together they form the MSCI EAFE Index, which tracks the performance of large- and mid-capitalization companies in the EAFE region. The ETF has 351 holdings, representing the world's most prominent international companies. Some of the top holdings are SAP, ASML Holding, Novo Nordisk, and LVMH Moët Hennessy-Louis Vuitton. These are leading software, semiconductor manufacturing, healthcare, and luxury goods companies. Like the iShares Russell 2000 ETF, the iShares MSCI EAFE Growth ETF commands a higher expense ratio (0.36%) due to the work involved in managing foreign stocks. Still, it's hard to beat the convenience here. Investors who want to diversify should strongly consider international stocks because you never know how political or economic circumstances can affect the U.S. market. Owning all three ETFs gives wide-ranging growth exposure with a diverse grouping of blue chips, small caps, and international stocks. You can confidently hold this combination and build on it, even if you have only $500 for an initial investment. Before you buy stock in iShares Trust - iShares S&P 500 Growth ETF, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and iShares Trust - iShares S&P 500 Growth ETF wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $494,557!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $623,941!* Now, it's worth noting Stock Advisor's total average return is 781% — a market-crushing outperformance compared to 156% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of April 4, 2025 Justin Pope has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends ASML. The Motley Fool recommends Broadcom, Novo Nordisk, and Sprouts Farmers Market. The Motley Fool has a disclosure policy. 3 Growth ETFs to Buy With $500 and Hold was originally published by The Motley Fool
Yahoo
22-03-2025
- Business
- Yahoo
3 Growth ETFs to Buy With $1,000 and Hold Forever
Are you looking for investment growth without all the monitoring and activity that growth portfolios usually require? Well, good news! It's possible. You just need to be willing to let someone else handle the stock selection and portfolio-maintenance duties. I'm talking about exchange-traded funds (or ETFs), of course, which are managed on your behalf by companies that understand the upside of a passive approach to stock picking. Here's a closer look at three different growth ETFs you can buy and hold forever. If you have $1,000 available to invest that isn't needed to pay bills, bolster an emergency fund, or reduce short-term debt, you might want to consider putting it toward shares in one of these ETFs. There are several obvious first choices in your hunt for a growth-oriented exchange-traded fund, like the Vanguard Growth ETF (NYSEMKT: VUG) or the iShares Russell 1000 Growth ETF (NYSEMKT: IWF). The same basic design flaw is evident in both of these ETFs though, along with most others like them. That is, these cap-weighted funds are still very top-heavy. Nearly one-third of these two ETFs' total values consist solely of their stakes in Apple, Microsoft, and Nvidia. Adding Amazon and Facebook parent Meta Platforms to the mix pumps their top five stocks' combined values up to nearly 50% of each fund's total assets. The iShares S&P 500 Growth ETF (NYSEMKT: IVW) doesn't quite have this same problem. While it's hardly a so-called "equal weight" fund (funds that hold equal-sized stakes in every stock they own regardless of the underlying companies' market capitalizations), it's nowhere near as top-heavy as other similar ETFs. The iShares fund's top five holdings only account for roughly one-third of its total assets, while its top three only make up one-fourth of this ETF's total value. Moreover, because it's based on the S&P 500 Growth Index, which considers momentum as one of its inclusion factors, its allocation looks different from those of more popular funds, too. Nvidia is actually this particular ETF's biggest position right now, followed by Microsoft, then Apple, then Meta, and Amazon. That's in measurably stark contrast with each of these companies' current market caps. It may not always matter. More often than not when one of these stocks is rising or falling, the rest of them are rising or falling with it. To the extent it does matter though, the iShares S&P 500 Growth ETF is a better-balanced fund than comparable alternatives, and given enough time, every little nuance matters. The longer time marches on, in fact, the more these little things matter. Odds are good that nearly every growth stock you own (or have at least considered buying) is a large-cap name. And that's fine. These are also the tickers you're likely hearing the most about. This approach, however, excludes a wide swath of stocks with higher odds of better growth. That's mid-cap stocks, and especially mid-cap growth stocks. There are several such exchange-traded funds to choose from, including the iShares S&P Mid-Cap 400 Growth ETF (NYSEMKT: IJK), which includes all the growth names found in Standard & Poor's MidCap 400 Index. These of course are the stocks that aren't quite big enough to qualify as an S&P 500 constituent, but are bigger than the small caps that make up the S&P 600 Small Cap index. These companies are often in their high-growth phase following their wobbly start-up period but before their sheer size makes it difficult to steer the organization. That's how and why the S&P 400 index -- and the S&P 400 Growth index in particular -- boasts a long track record of outperforming the S&P 500. These outfits are in their sweet spot for growth. Given the choice between owning the aforementioned iShares S&P Mid-Cap 400 Growth ETF and the Vanguard Mid-Cap Growth ETF (NYSEMKT: VOT) though, you're arguably at least a bit better off with the latter. See, the iShares mid-cap fund is limited to stocks within the S&P 400, but those 400 stocks aren't the market's only mid-cap names. They're hand-picked by Standard & Poor's for inclusion in the index. The Vanguard Mid-Cap Growth ETF, on the other hand, is built to reflect the holdings and performance of the CRSP (Center for Research in Security Prices) US Mid-Cap Growth Index, which consists of fewer stocks, but also arguably offers better sector-based balance and a higher overall quality of holdings. Names found within the Vanguard Mid-Cap Growth ETF that aren't held by the iShares S&P Mid-Cap 400 Growth ETF include Constellation Energy and Palantir Technologies. The former has been a strangely productive utility ticker since 2022, and the latter has been one of the market's best-performing artificial intelligence stocks since 2023. Long-term holders of the Vanguard fund may not always be so lucky. Given the limitations of what's allowed to be in the S&P 400 Mid Cap Growth index though, Vanguard's option may be the better bet more often than not. Finally, add the Technology Select Sector SPDR Fund (NYSEMKT: XLK) to your list of exchange-traded funds you can buy and hold forever if you've got $1,000 you can commit toward reaching a growth goal. You'll notice it's the only sector-based fund to earn a spot on this list. There's a reason. That is, while every sector's got its risk-adjusted upside, tech companies have historically offered investors the greatest potential for growth. The bulk of the world's most meaningful and most lucrative sociocultural advancements like personal computers, mobile phones, and artificial intelligence have all ultimately been rooted in technology. That's just the nature of the business. And that's not likely to change anytime soon. There's one not-so-small detail to consider if you're planning on stepping into this particular exchange-traded fund. It's not especially well-balanced. Like the aforementioned Vanguard Growth ETF and iShares Russell 1000 Growth ETF, this one's pretty top-heavy. Apple, Nvidia, and Microsoft collectively make up 40% of this fund's assets. Adding its positions in Broadcom and Salesforce makes its top five holdings worth nearly half of the ETF's total value. That's not a level of diversification most people would be happy with if they were picking individual stocks for their portfolio. This is one of those cases, however, where investors are just going to have to hold their nose and dive in, trusting that the premise makes long-term sense even if shuffles in the market's leading technology names are going to create above-average short-term volatility. Again, you're not looking for certain individual stocks. You're looking to hold a long-term stake in an entire world-changing sector. That requires a bigger-picture mindset with slightly different expectations. It also helps if the Technology Select Sector SPDR Fund isn't the only ETF you own. Ever feel like you missed the boat in buying the most successful stocks? Then you'll want to hear this. On rare occasions, our expert team of analysts issues a 'Double Down' stock recommendation for companies that they think are about to pop. If you're worried you've already missed your chance to invest, now is the best time to buy before it's too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, you'd have $304,759!* Apple: if you invested $1,000 when we doubled down in 2008, you'd have $40,808!* Netflix: if you invested $1,000 when we doubled down in 2004, you'd have $517,445!* Right now, we're issuing 'Double Down' alerts for three incredible companies, and there may not be another chance like this anytime soon.*Stock Advisor returns as of March 18, 2025 John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. James Brumley has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon, Apple, Meta Platforms, Microsoft, Nvidia, Palantir Technologies, Salesforce, Vanguard Index Funds-Vanguard Growth ETF, and Vanguard Index Funds-Vanguard Mid-Cap Growth ETF. The Motley Fool recommends Broadcom and Constellation Energy and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. 3 Growth ETFs to Buy With $1,000 and Hold Forever was originally published by The Motley Fool Sign in to access your portfolio
