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The Schwab U.S. Large-Cap Growth ETF and iShares MSCI USA Quality GARP ETF offer distinct risk/reward profiles amid the current AI-driven market. GARP outperforms SCHG short-term due to heavier exposure to memory and semiconductor names benefiting from AI infrastructure buildout. SCHG provides broader mega-cap tech exposure at lower cost, potentially outperforming long-term as AI spending matures and market dynamics shift.
Designed to provide broad exposure to the Style Box - All Cap Growth category of the market, the iShares MSCI USA Quality GARP ETF (GARP) is a smart beta exchange traded fund launched on 01/14/2020.
The iShares MSCI USA Quality GARP ETF is one of the top rated growth funds over the last five years, with an average annual return of over 18%. GARP consistently outperforms other growth fund peers, boasting a five-star Morningstar rating and nearly $3 billion in AUM. The ETF targets U.S. growth stocks with strong value and quality characteristics, fitting current cautious yet growth-oriented market sentiment.
Making its debut on 01/14/2020, smart beta exchange traded fund iShares MSCI USA Quality GARP ETF (GARP) provides investors broad exposure to the Style Box - All Cap Growth category of the market.
I upgrade iShares MSCI Quality GARP ETF (GARP) to 'buy' due to its robust growth, quality, and value profile. GARP has delivered a 60.81% total return since its June 2024 Index change, outperforming an impressive peer group that includes IWY, VUG, SCHG, and QQQ. The ETF's 21.30% next-five-year EPS growth rate, 22.82x forward P/E, and 1.07x PEG ratio highlight superior fundamentals and disciplined exposure to mega-cap tech.
The iShares MSCI USA Quality GARP ETF (GARP) was launched on 01/14/2020, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - All Cap Growth category of the market.
iShares MSCI USA Quality GARP ETF is a passively managed vehicle favoring growthier names screened for value and quality. I rate GARP a Hold due to its unappealing risk metrics that outweigh a compelling growth and quality factor mix. IT-heavy GARP offers superior growth-at-a-reasonable-price metrics versus IVV, but the portfolio's higher beta increases drawdown risk in a volatile market.
This ETF gives you a healthy dose of the world, or at least the U.S., according to GARP. The iShares MSCI USA Quality GARP ETF includes growth stocks that meet certain quality and value screens.
SEC filings for GARP aren't indexed yet (common for recently launched funds). Browse the issuer's filings on SEC EDGAR directly.