IWM
iShares Russell 2000 ETFIWM 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 June 21, 2018 the iShares Russell 2000 ETF MSCI ESG Fund Quality Score is 3.94 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 23th percentile within its peer group and in the 8th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
IWM CHARTS AND PERFORMANCE
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IWM Top 10 Countries
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IWM Top 10 Holdings [View All]
IWM Summary Data
IWM Portfolio Data
IWM Index Data
IWM Portfolio Management
IWM Tax Exposures
IWM Fund Structure
IWM Factset Analytics Block Liquidity
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
IWM Sector/Industry Breakdown
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IWM TOP 10 HOLDINGS[View All]
IWM Countries
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IWM Economic Development
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IWM Performance Statistics
IWM MSCI ESG Ratings
IWM BENCHMARK COMPARISON SUMMARY
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IWM BENCHMARK COMPARISON MARKET CAP SIZE
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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.
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.