zoop's Growth ETF Analysis
Today’s Change (Mar 17, 2026)
—
A symphony is an automated trading strategy — Learn more about symphonies here
About
A daily-rebalanced, growth-focused equity portfolio built from a broad set of growth ETFs to capture broad upside in growth stocks while spreading risk across growth styles.
- Purpose: seek capital growth by owning a diversified set of growth-oriented ETFs instead of individual stocks.
- How: every trading day, the system checks each ETF’s value and buys/sells to bring each holding to its target percentage of total assets (most targets are 5–7%, several at 3–6%).
- What you own: a wide mix of growth ETFs (mega-cap, large-cap, momentum, equal-weight, and quality-growth styles) including popular funds like QQQ, SPY, MGK, SCHG, SPYG, IVW, and more.
- Why this mix: blends different growth styles to participate in rising growth stocks across the US market, with some tilt toward momentum and quality signals.
- Risks: heavy exposure to growth sectors (especially tech), potential overlap among funds, higher turnover and costs from daily rebalancing, and tax considerations in taxable accounts. No bonds or cash are included; it’s pure equity exposure.
Diversified growth-ETF core aiming to capture growth rallies with daily rebalancing for upside beyond the S&P. Note: out-of-sample data show higher drawdowns and negative returns, so best for risk-tolerant investors seeking growth and diversification.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
| Alpha | Beta | R2 | R | |
|---|---|---|---|---|
| 0.01 | 1.09 | 0.96 | 0.98 |
Performance Metrics
| Cumulative Return | Annualized Return | Trailing 1M Return | Trailing 3M Return | Sharpe Ratio | |
|---|---|---|---|---|---|
| 160.67% | 13.65% | -1.77% | 0.2% | 0.75 | |
| 191.79% | 15.37% | -1.18% | -1.59% | 0.76 |
Initial Investment
$10,000.00
Final Value
$29,179.29Regulatory Fees
$37.16
Total Slippage
$20.34
Invest in this strategy
OOS Start Date
Nov 1, 2025
Trading Setting
Daily
Type
Stocks
Category
Growth-focused equity etf portfolio, daily rebalance, us large-cap growth, momentum and quality exposures
Tickers in this symphonyThis symphony trades 18 assets in total
Ticker
Type
ILCB
iShares Morningstar U.S. Equity ETF
Stocks
ILCG
iShares Morningstar Growth ETF
Stocks
IUSG
iShares Core S&P U.S. Growth ETF
Stocks
IVW
iShares S&P 500 Growth ETF
Stocks
IWF
iShares Russell 1000 Growth ETF
Stocks
IWY
iShares Russell Top 200 Growth ETF
Stocks
MGK
Vanguard Mega Cap Growth ETF
Stocks
MOAT
VanEck Morningstar Wide Moat ETF
Stocks
OMFL
Invesco Russell 1000 Dynamic Multifactor ETF
Stocks
QGRO
American Century U.S. Quality Growth ETF
Stocks