New York Life Investment Management LLCLarge GrowthIWFG · NYSE Arca

NYLIM Winslow Focused Large Cap Growth ETF (IWFG)

Compare categoryCompare US Large Cap Growth ETFs Compare with others

Price: $51.40; —12 Nov 2026
Assets: $34.3M; Total net assets
Expense ratio: 0.46%; Category 0.90%
Yield: 0.00%; Trailing distributions

1Y return: -5.7%-9.9%; Category 4.1%
3Y CAGR: 17.6%-2.8%; Category 20.5%
5Y CAGR: —; Category 8.0%

$51.40—12 Nov 2026

Fund

Assets: $34.3M
Expense: 0.46%
Categ. exp: 0.90%
Yield: 0.00%

ReturnFundCateg.

1Y-5.7%4.1%

3Y17.6%20.5%

5Y—8.0%

Launch19.3%—

Loading NAV history…

NYLIM Winslow Focused Large Cap Growth ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation: —
Maximum drawdown: —
Sharpe ratio: —
Sortino ratio: —
Beta: —
Alpha: —
R²: —
Information ratio: —
Upside capture: —
Downside capture: —
Tracking error: —

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
ETF	-8.9%	-8.1%	-5.8%	-3.9%	-5.7%	+17.6%	—	—	+19.3%
Large Growth average	-6.8%	-6.7%	-3.4%	4.9%	4.1%	20.5%	8.0%	16.0%	10.3%
Difference	-2.1%	-1.4%	-2.4%	-8.8%	-9.9%	-2.8%	—	—	+9.0%

Holdings

The 10 largest positions make up 62.7% of the fund.

Top holdings

Largest holdings by weight
Ticker	Holding	Weight
NVDA	NVIDIA Corp	15.19%
GOOG	Alphabet Inc Class C	10.86%
AMZN	Amazon.com Inc	6.47%
MSFT	Microsoft Corp	5.69%
AAPL	Apple Inc	5.11%
STX	Seagate Technology Holdings PLC	4.65%
AVGO	Broadcom Inc	3.98%
META	Meta Platforms Inc Class A	3.73%
MA	Mastercard Inc Class A	3.57%
GEV	GE Vernova Inc	3.51%

Portfolio valuation

Weighted averages of what the fund holds.

P/E: 29.7
P/B: 11.2
P/S: 9.6
P/CF: 27.3

Sector allocation

Share of the equity the fund holds.

Technology55.1%
Communication services14.7%
Consumer discretionary9.2%
Industrials8.5%
Financial services6.6%
Health care4.5%
Materials1.5%

Asset mix

Stocks99.3%
Preferred shares0.7%

ETF details

Issuer: New York Life Investment Management LLC
Category: Equity · Large Growth
Ticker: IWFG
Exchange: NYSE Arca
Inception: 23 Jun 2022 (4.4 years)
Structure: Exchange Traded Fund
Expense ratio: 0.46% (category 0.90%)
Holdings turnover: 54% (category 62%)
Distribution yield: 0.00%
Beta, 3 years: 1.20
Total net assets: $34.3M

Prices and returns as of 12 Nov 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

Other large growth ETFs

Other ETFs in the Large Growth category.

Compare US Large Cap Growth ETFs