IWBiShares Russell 1000 ETF
IWB Fund Description
The iShares Russell 1000 ETF tracks a market-cap-weighted index of the 1000-largest US companies.
IWB Factset Analytics Insight
IWB offers exposure to a generously-defined large-cap market in a large, liquid, and low-cost wrapper. The fund’s “largest 1000 names” selection methodology extends into the midcap space as we see it. In contrast, our benchmark has about 300 stocks. This broader portfolio slightly lowers concentration risk while slightly increasing market risk. But for allocators, defining the ideal large-cap boundary is less important than avoiding coverage gaps or overlaps when combining funds in a portfolio.
IWB competes directly with VONE and ONEK, which also track the Russell 1000. While IWB isn’t the cheapest to hold, all three ETFs carry low fees and track the index well, and IWB is the easiest to trade. If the Russell 1000 meets your large-cap needs, IWB gets it done nicely.
IWB MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of June 18, 2018 the iShares Russell 1000 ETF MSCI ESG Fund Quality Score is 5.14 out of 10.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. IWB ranks in the 51st percentile within its peer group and in the 40th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
IWB CHARTS AND PERFORMANCE
IWB Top 10 Countries
IWB Top 10 Sectors
IWB Top 10 Holdings [View All]
IWB Portfolio Management
IWB Tax Exposures
IWB Fund Structure
IWB Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IWB. IWB is rated a 5 out of 5.
IWB Sector/Industry Breakdown
IWB TOP 10 HOLDINGS[View All]
IWB Economic Development
IWB Performance Statistics
IWB MSCI ESG Ratings
IWB BENCHMARK COMPARISON SUMMARY
IWB BENCHMARK COMPARISON MARKET CAP SIZE