IWM

iShares Russell 2000 ETF
*Unless otherwise stated, data provided by FactSet.

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 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

iShares Russell 2000 ETF has an MSCI ESG Fund Rating of BB based on a score of 3.35 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 12nd percentile within its peer group and in the 13th 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 Charts And Performance

Price Chart ($)
Total Return Chart (%)
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PERFORMANCE [as of 03/31/20] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
IWM -21.48% -30.65% -30.65% -24.14% -4.68% -0.27% 6.91%
IWM (NAV) -21.73% -30.62% -30.62% -24.04% -4.68% -0.24% 6.91%
Russell 2000 Index -21.73% -30.61% -30.61% -23.99% -4.65% -0.25% 6.91%
MSCI USA Small Cap Index -22.64% -31.26% -31.26% -24.51% -3.76% 0.36% 7.84%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

IWM Summary Data

Blackrock
iShares
05/22/00
Open-Ended Fund
0.19%
$33.18B
$4.55B
0.01%

IWM Portfolio Data

$2.40B
243.92
1.98
1.82%
03/25/20
1979

IWM Index Data

Russell 2000 Index
Market Cap
Market Cap
MSCI USA Small Cap Index

IWM Portfolio Management

0.19%
-0.06%
-0.03%
-0.12%

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
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

IWM Factset Analytics Block Liquidity

As of 04/01/20
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

34,500,610
$4.55B
34,675,842
$4.60B
0.01%
$0.01
0.01%
1.16% / -1.74%
None
100.00%
50,000
693.52
0.05%
0.07%
5,775,796
$114.61
5

IWM Sector/Industry Breakdown


IWM
Segment Benchmark
25.79%
27.12%
18.21%
13.94%
14.94%
14.61%
13.43%
14.83%
12.31%
13.26%
3.92%
2.94%
3.75%
4.42%
3.49%
4.55%
2.87%
3.16%
1.18%
0.97%

IWM Top 10 Holdings[View All]

0.52%
0.41%
4.23%

IWM Countries


IWM
Segment Benchmark
99.83%
99.97%
0.17%
0.03%

IWM Regions


IWM
Segment Benchmark
100.00%
100.00%

IWM Economic Development


IWM
Segment Benchmark
100.00%
100.00%

IWM Performance Statistics

0.99
1.01
1.02
1.00
0.19%
MSCI USA Small Cap Index

IWM MSCI ESG Ratings

3.35 / 10
12.53
11.72
3.90%
5.19%
139.26

IWM Benchmark Comparison Holdings

1979
1748
1,371
55.17%

IWM Benchmark Comparison Summary


IWM
Segment Benchmark
1979
1748
$2.40B
$3.85B
243.92
49.63
1.98
2.03
1.53%
1.77%
Low
Low

IWM Benchmark Comparison Market Cap Size


IWM
Segment Benchmark
0.06%
0.16%
36.67%
61.54%
52.60%
34.43%
10.67%
3.87%

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