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
iShares Russell 2000 Growth ETF has an MSCI ESG Fund Rating of BB based on a score of 3.76 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 Growth ETF ranks in the 17th percentile within its peer group and in the 30th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IWO 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.
IWO Charts And Performance
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IWO Summary Data
IWO Portfolio Data
IWO Index 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 Top 10 Holdings[View All]
IWO Performance Statistics
IWO MSCI ESG Ratings
IWO Benchmark Comparison Summary
IWO
IWO Benchmark Comparison Market Cap Size
IWO
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