IWM iShares Russell 2000 ETF

  • ETF
  • IWM
  • Category
  • Small Cap Blend Equities
Share
Last Updated:

IWM - Profile

Vitals

  • Issuer: iShares
  • Structure: ETF
  • Expense Ratio: 0.20%
  • ETF Home Page: IWM
  • Inception: May 22, 2000
  • Tax Form: 1099
  • IWM Tracks This Index: Russell 2000 Index

Investment Themes

Alternative ETFs in the Small Cap Blend Equities Category

Sign Up for Pro to Unlock Data Sign Up
Type Ticker Expense Ratio Assets Avg. Daily Vol YTD Return
Cheapest
Largest (AUM)
Most Liquid (Volume)
Top YTD Performer

Description

The Russell 2000 Index measures the performance of the small-cap segment of the U.S. equity universe and is comprised of the smallest 2000 companies in the Russell 3000 Index, representing approximately 10% of the total market capitalization of that Index. It includes approximately 2000 of the smallest securities based on a combination of their market cap and current index membership.

Realtime Rating

IWM - Realtime Rating

Sign Up for Pro to Unlock Data Sign Up

Realtime Rating Summary

IWM is a passive ETF that seeks to replicate Russell 2000 Index. The Russell 2000 Index measures the performance of the small-cap segment of the U.S. equity universe and is comprised of the smallest 2000 companies in the Russell 3000 Index, representing approximately 10% of the total market capitalization of that Index. It includes approximately 2000 of the smallest securities based on a combination of their market cap and current index membership.

The adjacent table gives investors an individual Realtime Rating for IWM on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Small Cap Blend Equities with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.

IWM Overall Realtime Rating:

A+ Overall Rated ETF:

Metric Metric Realtime Rating A+ Metric Rated ETF
Liquidity A+ n/a
Expenses A- n/a
Performance
Volatility
Dividend
Concentration

Knowledge Center

Sector ETFs

Alternative ETFs

Vanguard Center

Emerging Market ETFs

IWM In-Depth Analysis

The following tables and charts contain in-depth metrics for IWM and compare it to similar peer ETFs within its ETFdb Category.

Holdings

IWM - Holdings

Filings Data as of: Aug 04, 2015
Sign Up for Pro to Unlock Data Sign Up

Concentration Analysis

This section compares how balanced and deep IWM is relative to the peer group ETFdb Category.

Number of Holdings
IWM Rank:
IWM 1976
Category Low
Category High
% Assets in Top 10
IWM Rank:
IWM 2.50%
Category Low
Category High

IWM Asset Allocation

Asset Percentage
U.S. Stocks 98.73%
International Stocks 1.09%
U.S. Bonds 0.0%
International Bonds 0.0%
Preferred Stock 0.01%
Convertibles 0.0%
Cash 0.12%
Other 0.05%

IWM Sector Breakdown

Sector Percentage
Technology 15.98%
Health Care 15.62%
Financial Services 15.5%
Consumer Cyclical 14.18%
Industrials 13.5%
Real Estate 9.35%
Basic Materials 4.35%
Consumer Defensive 4.12%
Utilities 3.35%
Energy 2.57%
Communication Services 1.18%

IWM Market Cap Breakdown

Market Cap Percentage
Giant 0.0%
Large 0.0%
Medium 7.53%
Small 60.88%
Micro 31.28%

IWM Region Breakdown

Region Percentage
U.S. 98.62%
Europe 0.45%
Asia (Emerging) 0.19%
Middle East 0.14%
Latin America 0.14%
Canada 0.12%
Asia (Developed) 0.0%
Africa 0.0%
Australia 0.0%
Japan 0.0%

IWM Market Tier Breakdown

Region Percentage
Developed 99.51%
Emerging 0.2%

IWM Country Breakdown

Country Percentage
United States 98.62%
India 0.05%
United Kingdom 0.15%
Israel 0.14%
Puerto Rico 0.14%
Canada 0.12%
Ireland 0.12%
Marshall Islands 0.12%
Netherlands 0.08%
Luxembourg 0.07%
Other 0.39%
Expense

IWM - Expenses & Fees

This section compares the cost efficiency of IWM to peers in the same ETFdb Category.

Sign Up for Pro to Unlock Data Sign Up

Expenses Ratio Analysis

Expense Ratio
IWM Rank:
IWM 0.20%
Category Low
Category High

Commission Free Trading in IWM

IWM is not currently available for commission free trading on any platforms.

Category Commission Free Trading

There are 11 other ETFs in the Small Cap Blend Equities ETFdb Category that are also eligible for commission free trading:

Performance

IWM - Performance

This section shows how IWM has performed relative to its peer group ETFdb Category.

Sign Up for Pro to Unlock Data Sign Up
1 Week Return
IWM Rank:
IWM 0.51%
Category Low
Category High
4 Week Return
IWM Rank:
IWM -5.97%
Category Low
Category High
13 Week Return
IWM Rank:
IWM -6.28%
Category Low
Category High
26 Week Return
IWM Rank:
IWM -4.99%
Category Low
Category High
Year to Date Return
IWM Rank:
IWM -2.64%
Category Low
Category High
1 Year Return
IWM Rank:
IWM 1.13%
Category Low
Category High
3 Year Return
IWM Rank:
IWM 49.54%
Category Low
Category High
5 Year Return
IWM Rank:
IWM 102.18%
Category Low
Category High
Charts

IWM - Charts

The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.

The following chart also includes the option to compare the performance of IWM relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.

Valuation

IWM - Valuation

This section shows how the P/E multiple of IWM compares to the peer group ETFdb Category.

Sign Up for Pro to Unlock Data Sign Up
P/E Ratio
IWM Rank:
IWM 20.78
Category Low
Category High

As of Aug 28, 2015

Dividend

IWM - Dividend

This section shows how the dividend yield of IWM compares to the peer group ETFdb Category.

Sign Up for Pro to Unlock Data Sign Up
Annual Dividend Yield
IWM Rank:
IWM 1.45%
Category Low
Category High

As of Aug 28, 2015

Technicals

IWM - Technicals

Sign Up for Pro to Unlock Data Sign Up

IWM Volatility Analysis

This section shows how the volatility of IWM compares to the peer group ETFdb Category.

5 Day Volatility
IWM Rank:
IWM 41.21%
Category Low
Category High
20 Day Volatility
IWM Rank:
IWM 22.67%
Category Low
Category High
50 Day Volatility
IWM Rank:
IWM 17.80%
Category Low
Category High
200 Day Volatility
IWM Rank:
IWM 15.21%
Category Low
Category High
Beta
IWM Rank:
IWM 0.9
Category Low
Category High
Standard Deviation
IWM Rank:
IWM 5.61%
Category Low
Category High

IWM Technicals

  • 20 Day MA: $118.23
  • 60 Day MA: $122.59
  • MACD 15 Period: -1.54
  • MACD 100 Period: -7.41
  • Williams % Range 10 Day: 45.16
  • Williams % Range 20 Day: 51.80
  • RSI 10 Day: 44
  • RSI 20 Day: 41
  • RSI 30 Day: 42
  • Ultimate Oscillator: 43

IWM Bollinger Bands

  • Lower Bollinger (10 Day): $108.40
  • Upper Bollinger (10 Day): $122.99
  • Lower Bollinger (20 Day): $110.81
  • Upper Bollinger (20 Day): $125.74
  • Lower Bollinger (30 Day): $112.10
  • Upper Bollinger (30 Day): $127.55

IWM Support & Resistance

  • Support Level 1: $114.65
  • Support Level 2: $113.69
  • Resistance Level 1: $116.14
  • Resistance Level 2: $116.67

IWM Stochastic

  • Stochastic Oscillator %D (1 Day): 69.21
  • Stochastic Oscillator %D (5 Day): 61.28
  • Stochastic Oscillator %K (1 Day): 52.39
  • Stochastic Oscillator %K (5 Day): 42.71
Fact Sheet

IWM - Fact Sheet

Fact sheets are issued by the ETF provider and framed by ETFdb.com. Information contained within the fact sheet is not guaranteed to be timely or accurate.

2014 Morningstar, Inc. All Rights Reserved. The information contained herein: ( 1 ) is proprietary to Morningstar and/or its content providers; ( 2 ) may not be copied or distributed; and ( 3 ) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.