IWBiShares Russell 1000 ETF
IWB Fund Description
IWB 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 1,000 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. If the Russell 1000 meets your large-cap needs, IWB gets it done nicely.
IWB MSCI ESG Analytics Insight
iShares Russell 1000 ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.55 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
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. iShares Russell 1000 ETF ranks in the 38th percentile within its peer group and in the 37th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IWB MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
IWB Summary Data
IWB Portfolio Data
IWB Index Data
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 Economic Development
IWB Performance Statistics
IWB MSCI ESG Ratings
IWB Benchmark Comparison Summary
IWB Benchmark Comparison Market Cap Size