StyleBox Update: The One Surprise Is Small Cap Growth And Value Starting To Roll

Smallcaps - both growth and value - have started to outperform. Given the move in the Russell, I thought more energy would be in the index, but the sector is less than 5% of the index.

Seeking Alpha • May 31, 2026

Is the Factor Leadership Rotation Finally Here?

While momentum, growth, and high-beta strategies have served as the engines driving quarter-to-date returns for factor ETFs, a subtle shift under the hood suggests a potential factor rotation may be underway. Notably, the same sectors that have propelled the broad market higher this quarter encountered a sharp reversal over the past two trading sessions.

ETF Trends • May 19, 2026

If You Hold This Growth ETF, You Are Losing Money

The iShares S&P 500 Growth ETF (NYSEARCA:IVW | IVW Price Prediction) charges 0.18% a year to own a basket of large-cap growth stocks you can rent for a quarter of that price elsewhere.

24/7 Wall Street • May 18, 2026

Should iShares S&P 500 Growth ETF (IVW) Be on Your Investing Radar?

Launched on May 22, 2000, the iShares S&P 500 Growth ETF (IVW) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Growth segment of the US equity market.

Zacks Investment Research • Apr 21, 2026

Is the Market Turning Risk-On Again? Growth ETFs to Watch

The rebound in the S&P 500 and expectations of resilient earnings signal a risk-on shift. Growth ETFs may be poised for a rebound.

Zacks Investment Research • Apr 14, 2026

The 2026 Roth Catch-Up Rule Hits Workers Over $145,000: 4 ETFs to Make the Most of It

Starting January 1, 2026, workers who earned more than $145,000 in FICA wages (Social Security wages, Box 3 of Form W-2) from their employer in the prior year can no longer make pre-tax catch-up contributions to their 401(k) or similar plan.

24/7 Wall Street • Apr 8, 2026

IVW: Valuation Plunged To A Multi-Year Low On War-Driven Selloff, Buy The Dip

I upgrade iShares S&P 500 Growth ETF from 'Hold' to 'Buy,' citing war-driven selloff and robust earnings growth driving valuations to multi-year lows. IVW's forward P/E has dropped to attractive levels, with tech sector earnings growth and mega-cap valuation corrections enhancing its rebound potential. The ETF's high beta and tech-heavy portfolio position it for sharp recovery, supported by historical post-war market rebounds and strong sector earnings forecasts.

Seeking Alpha • Mar 27, 2026

Style Box Update: Small-Cap Value Outperforming Small-Cap Growth - Hasn't Happened Since 2022

For the first time since 2022, “value” has started to outperform “growth,” and it's started in the small-cap asset class. “Growth” has smoked “value” for the last 12 quarters in terms of total return, and growth beat value across all three asset classes (large, mid and small-cap) for those 12 quarters until this last quarter of 2025.

Seeking Alpha • Jan 7, 2026

Will the Ongoing Market Rally Continue in 2026? ETFs in Focus

S&P 500 momentum and retail inflows set the stage for a potential 2026 rally, with ETFs offering ways to ride the bullish trend.

Zacks Investment Research • Dec 29, 2025

ETFs to Keep Your Portfolio on Track in the Long Term

Despite November's volatility, optimism is returning to Wall Street. Discover how long-term strategies combined with ETFs can help investors build resilient portfolios ready to capture the next phase of the bull market.

Zacks Investment Research • Dec 4, 2025