IWO
iShares Russell 2000 Growth ETFIWO Fund Description
IWO tracks a market-cap-weighted index of US small-cap growth stocks. The index selects from stocks ranked 1001-3000 by market cap based on two growth factors.
IWO Factset Analytics Insight
IWO offers growth exposure to the well-known Russell 2000 index in a large and liquid package. All-in costs are extremely low. While it doesn't charge the lowest fee in the segment, IWO tracks its index incredibly well, to the point where the fund is often effectively free to hold, even slightly outperforming its own underlying index at times. Trading costs are low too thanks to high volume and tight spreads. Vanguard’s VTWG tracks the same index; it too has very low holding costs but lags IWO in liquidity.Compared with our segment benchmark (and some of its peers), IWO prefers smaller firms, including some micro-caps. This bias increases market risk relative to our midcap-leaning benchmark. The fund's P/E and P/B metrics are typically growthier than our benchmark, perhaps aided by the small-size tilt. (Its index uses forecast 2-year growth and historical sales/share to identify growth.) IWO makes modest sectors bets relative to our benchmark. In all, IWO is tough to beat with ultra-low all-in costs and decent coverage from a popular index.
IWO 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 February 14, 2019 the iShares Russell 2000 Growth ETF MSCI ESG Fund Quality Score is 4.18 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. IWO ranks in the 40th percentile within its peer group and in the 11st percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
IWO CHARTS AND PERFORMANCE
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IWO Top 10 Countries
IWO Top 10 Sectors
IWO Top 10 Holdings [View All]
IWO Summary Data
IWO Portfolio Data
IWO Portfolio Management
IWO Tax Exposures
IWO Fund Structure
IWO Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IWO. IWO is rated a 5 out of 5.
IWO Tradability
IWO Sector/Industry Breakdown
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IWO TOP 10 HOLDINGS[View All]
IWO Countries
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IWO Regions
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IWO Economic Development
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IWO Performance Statistics
IWO MSCI ESG Ratings
IWO BENCHMARK COMPARISON SUMMARY
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IWO 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.