From Nasdaq: 2024-05-30 06:20:05

The iShares Morningstar Small-Cap Growth ETF (ISCG) offers exposure to the Small Cap Growth segment. Sponsored by Blackrock, it has over $548.33 million in assets. With a low expense ratio of 0.06% and a dividend yield of 0.70%, it’s an affordable option for investors. It tracks the Morningstar US Small Cap Broad Growth Extended Index.

Small cap companies have high potential and high risk. Growth stocks in this ETF have high sales and earnings growth but also higher valuations and volatility. The fund’s heaviest sector allocation is to Industrials (23.10%) followed by IT and Healthcare. Top holdings include Microstrategy Inc and Advanced Drainage Systems Inc.

ISCG has gained about 2.70% YTD and 17.49% over the last year. With a beta of 1.08 and a standard deviation of 23.73%, it provides diversification. Comparatively, it ranks as a Buy in Zacks ETF with low costs and transparency. Other options in this segment include iShares Russell 2000 Growth ETF (IWO) and Vanguard Small-Cap Growth ETF (VBK).

Passively managed ETFs are favored for their low cost and transparency. ISCG is a good long-term investment for those seeking Small Cap Growth exposure. Investors looking for alternatives can consider IWO and VBK, which track similar indices. It’s crucial to research and assess options based on investment objectives.

Read more at Nasdaq: Should iShares Morningstar Small-Cap Growth ETF (ISCG) Be on Your Investing Radar?