IWDiShares Russell 1000 Value ETF
IWD Fund Description
IWD tracks an index of US large- and midcap value stocks. The index selects from US stocks ranked 1-1,000 by market cap based on 3 style factors.
IWD Factset Analytics Insight
IWD provides a reasonable option for large-cap value exposure. IWD's portfolio draws its holdings from the Russell 1000, so it reaches further down the cap spectrum than we'd like with significant exposure to midcaps and even some small-caps. The fund makes some modest sector bets. Overall, the hugely popular fund is a reasonably neutral take on the large-value space. Vanguard’s VONV tracks the same index,.
IWD MSCI ESG Analytics Insight
iShares Russell 1000 Value ETF has an MSCI ESG Fund Rating of A based on a score of 6.67 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 1000 Value ETF ranks in the 60th percentile within its peer group and in the 67th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
IWD 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.
IWD Summary Data
IWD Portfolio Data
IWD Index Data
IWD Portfolio Management
IWD Tax Exposures
IWD Fund Structure
IWD Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IWD. IWD is rated a 5 out of 5.
IWD Sector/Industry Breakdown
IWD Top 10 Holdings[View All]
IWD Economic Development
IWD Performance Statistics
IWD MSCI ESG Ratings
IWD Benchmark Comparison Summary
IWD Benchmark Comparison Market Cap Size