Comparative Analysis of VUG and IWO Growth ETFs
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2h ago
0mins
Source: Fool
- Cost and Returns: VUG's expense ratio stands at 0.04%, significantly lower than IWO's 0.24%, although IWO's one-year return of 15.21% surpasses VUG's 13.9%, prompting investors to weigh cost against potential returns.
- Risk and Volatility: VUG has a maximum drawdown of -35.61%, compared to IWO's -42.02%, indicating that while IWO offers higher returns, it also carries greater risk, making it suitable for investors with a higher risk tolerance.
- Portfolio Composition: IWO's portfolio consists of 1,102 small-cap growth stocks evenly distributed across sectors like healthcare, industrials, and technology, whereas VUG is heavily concentrated in large-cap tech stocks, with three companies exceeding 10% weight, potentially leading to increased volatility.
- Market Performance Impact: Small-cap stocks in IWO may experience larger price swings during economic uncertainty, while VUG's heavy reliance on tech stocks could adversely affect its performance in market downturns, necessitating careful ETF selection based on market conditions.
Analyst Views on BE
Wall Street analysts forecast BE stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for BE is 121.59 USD with a low forecast of 39.00 USD and a high forecast of 160.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
18 Analyst Rating
9 Buy
8 Hold
1 Sell
Moderate Buy
Current: 144.890
Low
39.00
Averages
121.59
High
160.00
Current: 144.890
Low
39.00
Averages
121.59
High
160.00
About BE
Bloom Energy Corporation is engaged in stationary fuel cell power generation by market share. The Company provides distributed energy technology solutions to customers. The Company manufactures advanced and versatile fuel cell energy platforms, supporting the commercial availability of two products: the Bloom Energy Server for generating electricity and the Bloom Electrolyzer for producing hydrogen. With approximately 1.4 gigawatts (GW) of Energy Server systems deployed in more than 1,000 locations and nine countries. Its solid oxide fuel cell technology platform is the foundation for its Energy Server system and Bloom Electrolyzer. The Bloom Energy Server system is designed to deliver reliable, resilient, clean and affordable energy for utilities and organizations alike. Its Energy Server system is designed to deliver reliable electricity. The Bloom Electrolyzer is designed to provide hydrogen solutions based on the same solid oxide platform as its Energy Server systems.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
