IWD
iShares Russell 1000 Value ETFIWD 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 August 14, 2018 the iShares Russell 1000 Value ETF MSCI ESG Fund Quality Score is 4.76 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 14th percentile within its peer group and in the 23th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
IWD CHARTS AND PERFORMANCE
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IWD Top 10 Countries
IWD Top 10 Sectors
IWD Top 10 Holdings [View All]
IWD Summary Data
IWD Portfolio Data
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 Tradability
IWD Sector/Industry Breakdown
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IWD TOP 10 HOLDINGS[View All]
IWD Countries
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IWD Regions
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IWD Economic Development
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IWD Performance Statistics
IWD MSCI ESG Ratings
IWD BENCHMARK COMPARISON SUMMARY
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IWD BENCHMARK COMPARISON MARKET CAP SIZE
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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.