IWM

iShares Russell 2000 ETF
A

88
*Unless otherwise stated, data provided by FactSet.

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 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

  • 1 Month
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  • YTD
  • 1 Year
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COMPARE
RESET
Select ETFs to compare their performance:
PERFORMANCE [as of 06/21/18] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
IWM 3.34% 7.40% 10.70% 22.31% 11.17% 13.48% 10.39%
IWM (NAV) 3.25% 7.27% 10.61% 22.25% 11.12% 13.46% 10.39%
Russell 2000 Index 3.26% 7.27% 10.60% 22.25% 11.08% 13.42% 10.39%
MSCI USA Small Cap 2.71% 6.34% 8.57% 21.47% 11.04% 13.95% 11.51%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

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%
$50.19B
$2.75B
0.01%

IWM Portfolio Data

$2.53B
93.69
2.31
1.13%
07/03/18
1928

IWM Index Data

Russell 2000 Index
Market Cap
Market Cap
MSCI USA Small Cap

IWM Portfolio Management

0.20%
0.01%
0.04%
-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 06/22/18
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

17,020,737
$2.75B
16,004,665
$2.60B
0.01%
$0.01
0.00%
0.12% / -0.13%
None
100.00%
50,000
320.09
0.04%
0.06%
4,289,663
$168.21
5

IWM Sector/Industry Breakdown


IWM
Segment Benchmark
24.35%
25.40%
16.04%
12.87%
14.72%
13.42%
14.56%
14.43%
13.15%
12.48%
4.65%
6.23%
3.50%
4.24%
3.38%
4.23%
3.34%
3.28%
0.92%
0.64%

IWM TOP 10 HOLDINGS[View All]

0.42%
0.41%
0.38%
0.38%
0.35%
0.30%
0.30%
0.30%
0.28%
0.26%
3.38%

IWM Countries


IWM
Segment Benchmark
100.97%
100.00%
0.03%
--

IWM Regions


IWM
Segment Benchmark
101.00%
100.00%

IWM Economic Development


IWM
Segment Benchmark
100.00%
100.00%

IWM Performance Statistics

0.98
1.06
1.08
1.02
0.13%
MSCI USA Small Cap

IWM MSCI ESG Ratings

3.94 / 10
22.86
7.99
3.68%
3.18%
145.60

IWM BENCHMARK COMPARISON HOLDINGS

1928
1751
1,388
57.23%

IWM BENCHMARK COMPARISON SUMMARY


IWM
Segment Benchmark
1928
1751
$2.53B
$3.88B
93.69
46.29
2.31
2.38
1.23%
1.46%
Low
--

IWM BENCHMARK COMPARISON MARKET CAP SIZE


IWM
Segment Benchmark
0.65%
0.79%
37.83%
61.36%
53.20%
35.41%
8.32%
2.44%

Options Strategies for Outcome Investing

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