IWM

iShares Russell 2000 ETF
A

86
  • Overview
  • Efficiency
  • Tradability
  • Fit

IWM Fund Description

The iShares Russell 2000 ETF tracks a market-cap-weighted index of US small-cap stocks. The index selects stocks ranked 1,001-3,000 by market cap.

IWM Factset Analytics Insight

IWM is among the best choices in the crowded US small-cap field. The fund tracks the popular Russell 2000 index and boasts low holdings costs with excellent liquidity, features that have helped it attract billions in assets. IWM's broad basket makes it one of the most diversified funds in the segment. Notably, the fund delves into micro-cap territory, and has often been riskier than our neutral benchmark (as measured by beta) as a consequence. However, including micro-caps is a valid and possibly desirable approach to small-caps, and IWM looks reasonably similar to the benchmark in most other respects. Competitors TWOK and VTWO also track the Russell 2000. IWM charges a bit more than these peers, but tracking stats show that, in practice, it is often just as cheap if not cheaper to hold. IWM trounces these two funds (and all other segment peers) in liquidity with its massive volume. In all, the ETF offers cheap, liquid, diversified exposure to the US small-cap space.

IWM 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 February 15, 2018 the iShares Russell 2000 ETF MSCI ESG Fund Quality Score is 3.87 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. IWM ranks in the 22nd percentile within its peer group and in the 7th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
COMPARE
RESET
Select ETFs to compare their performance:

IWM Top 10 Countries

IWM Top 10 Sectors

IWM Top 10 Holdings View All

IWM Summary Data

BlackRock
iShares
05/22/00
Open-Ended Fund
0.20%
$40.67B
$3.59B
0.01%

IWM Portfolio Data

$2.38B
157.80
2.37
1.26%
03/22/18
1957

IWM Index Data

Russell 2000 Index
Market Cap
Market Cap
MSCI USA Small Cap

Related ETFs to IWM

VTWO, IJR, VB, SCHA, SLY
Total Return
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max

IWM Portfolio Management

0.20%
0.02%
0.06%
-0.04%

IWM Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

IWM Fund Structure

Open-Ended Fund
No
Yes
72% / 29%
N/A
N/A
Low
Daily
Bats Book Viewer
TOP OF BOOK
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

IWM Factset Analytics Block Liquidity

As of 02/16/18
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of IWM. IWM is rated a 5 out of 5.

IWM Tradability

23,442,614
$3.59B
19,552,280
$3.01B
0.01%
$0.01
-0.01%
0.10% / -0.16%
None
100.00%
50,000
391.05
0.04%
0.06%
5,980,079
$152.78
5

IWM Sector/Industry BreakdownView All

IWMSegment Benchmark
25.12% 24.25%
14.98% 14.94%
12.36% 14.78%
13.08% 14.19%
13.47% 13.72%
6.70% 5.01%
4.21% 3.46%
3.46% 3.43%

IWM Geographic Exposure

IWMSegment Benchmark
100.00% 100.55%
-- 0.04%

IWMSegment Benchmark
100.00% 100.60%
0.00% / 0.00% 0.00% / 0.00%

IWM Performance Statistics

0.98
1.09
1.11
1.06
0.13%
MSCI USA Small Cap

IWM MSCI ESG Ratings

3.87 / 10
21.68
6.51
3.76%
3.26%
200.55

IWM BENCHMARK COMPARISON

    IWM
    1957 Holdings
    Segment Benchmark
    1776 Constituents
    Shared Holdings
    1422 (Count)
     
    56.92% (Weight)
IWMSegment Benchmark
0.15% 0.05%
62.93% 36.99%
34.13% 53.83%
2.77% 9.13%
67.17 157.80
1.40% 1.22%

Options Strategies for Outcome Investing

Options allow you to customize investment outcomes. Using the strategy builders provided by Cboe Vest Technologies, you can construct some of the most common option strategies. Check out our user guide for more information on how to use the tool.

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.