IWN
iShares Russell 2000 Value ETFIWN Fund Description
IWN tracks an index of US small-cap-value stocks. The index selects value stocks from a universe of stocks ranked 1001-3000 by market cap.
IWN Factset Analytics Insight
IWN offers a traditional value fund at a very low all-in cost. The fund's large basket favors the smallest firms, with minimal spillover into midcaps, and typically carries a bit more risk and slightly less dividend yield relative to our midcap-biased benchmark. The index relies solely on price-to-book to identify value stocks, while most competing funds use many additional metrics. Still, comparison of style data points across ETFs is affected by the parent universe as well as the style metrics. In all, IWN offers solid value exposure to small-caps. The fund's expense ratio is higher than some competing funds, but its excellent index tracking offsets the additional cost. It’s cheap to trade in any size thanks to massive daily volume. All-in, IWN is typically cheaper to hold and to trade than VTWV, which tracks the same index. IWN provides low-cost, solid coverage of a space that lacks a hard and fast definition.
IWN MSCI ESG Analytics Insight
iShares Russell 2000 Value ETF has an MSCI ESG Fund Rating of BB based on a score of 3.96 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 Value ETF ranks in the 11st percentile within its peer group and in the 12nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IWN 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.
IWN Charts And Performance
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IWN Summary Data
IWN Portfolio Data
IWN Index Data
IWN Portfolio Management
IWN Tax Exposures
IWN Fund Structure
IWN Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IWN. IWN is rated a 5 out of 5.
IWN Tradability
IWN Sector/Industry Breakdown
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IWN Top 10 Holdings[View All]
IWN Countries
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IWN Regions
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IWN Economic Development
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IWN Performance Statistics
IWN MSCI ESG Ratings
IWN Benchmark Comparison Summary
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IWN 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.