IWMiShares Russell 2000 ETF
IWM Fund Description
IWM 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. 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.
IWM MSCI ESG Analytics Insight
iShares Russell 2000 ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.86 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 2000 ETF ranks in the 25th percentile within its peer group and in the 14th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IWM 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.
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 Sector/Industry Breakdown
IWM Top 10 Holdings[View All]
IWM Economic Development
IWM Performance Statistics
IWM MSCI ESG Ratings
IWM Benchmark Comparison Summary
IWM Benchmark Comparison Market Cap Size
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