IWDiShares Russell 1000 Value ETF
IWD Fund Description
The iShares Russell 1000 Value ETF tracks an index of US large- and midcap value stocks. The index selects from US stocks ranked 1-1,000 by market cap based on 3 style factors.
IWD Factset Analytics Insight
IWD, with its massive AUM, delivers outstanding liquidity and reasonable large-cap value exposure at a decent all-in cost. IWD's portfolio draws its holdings from the Russell 1000, so it reaches further down the cap spectrum than we'd like with significant exposure to midcaps and even some small-caps. The fund makes some modest sector bets. Truly massive trading volume and tight spreads keep transaction costs low. IWD is more expensive to hold than others in this segment, but certainly isn’t the priciest option. Overall, the hugely popular fund is a reasonably neutral take on the large-value space. Note: Vanguard’s VONV tracks the same index, typically with slightly lower holding costs but much lower trading volume.
IWD 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 21, 2018 the iShares Russell 1000 Value ETF MSCI ESG Fund Quality Score is 4.67 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. IWD ranks in the 15th percentile within its peer group and in the 22nd percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
IWD CHARTS AND PERFORMANCE
IWD Top 10 Countries
IWD Top 10 Sectors
IWD Top 10 Holdings [View All]
IWD Portfolio Management
IWD Tax Exposures
IWD Fund Structure
IWD Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IWD. IWD is rated a 5 out of 5.
IWD Sector/Industry Breakdown
IWD TOP 10 HOLDINGS[View All]
IWD Economic Development
IWD Performance Statistics
IWD MSCI ESG Ratings
IWD BENCHMARK COMPARISON SUMMARY
IWD BENCHMARK COMPARISON MARKET CAP SIZE
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.