Russell 2000 Index ETF Tax Rates

Index 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.

ETFs Tracking The Russell 2000 Index

The following table presents sortable tax data for ETFs currently tracking the Russell 2000 Index.

As Of 05/25/2012
Symbol Name ST Cap Gains Rate LT Cap Gains Rate Tax Form
IWM Russell 2000 Index Fund 35% 15% 1099
VTWO Russell 2000 ETF 35% 15% 1099

Other Small Cap Blend Equities ETFs

ETFdb staff has allocated each ETF in the ETF database, as well as each index, to a single "best-fit" ETFdb Category. Other ETFs in the Small Cap Blend Equities ETFdb Category are presented in the following table.

As Of 05/25/2012
Symbol Name ST Cap Gains Rate LT Cap Gains Rate Tax Form
IWM Russell 2000 Index Fund 35% 15% 1099
IJR S&P SmallCap 600 Index Fund 35% 15% 1099
VB Small-Cap ETF 35% 15% 1099
SCHA U.S. Small-Cap ETF 35% 15% 1099
IWC Russell Microcap Index Fund 35% 15% 1099
PRFZ FTSE RAFI US 1500 Small-Mid Portfolio 35% 15% 1099
SLY SPDR S&P 600 Small Cap ETF 35% 15% 1099
JKJ Morningstar Small Core Index Fund 35% 15% 1099
FYX Small Cap Core AlphaDEX Fund 35% 15% 1099
RWJ Small Cap Fund 35% 15% 1099
VTWO Russell 2000 ETF 35% 15% 1099
FDM DJ Select MicroCap Index Fund 35% 15% 1099
PZI Zacks Micro Cap 35% 15% 1099
VIOO S&P Small-Cap 600 ETF 35% 15% 1099
EWRS Russell 2000 Equal Weight ETF 35% 15% 1099
WMCR Wilshire Micro-Cap ETF 35% 15% 1099
PXSC RAFI Fundamental Pure Small Core Portfolio 35% 15% 1099
SCOG Small Cap Consistent Growth ETF 35% 15% 1099
FOS Focus Morningstar Small Cap Index ETF 35% 15% 1099
SLBT Russell 2000 Low Beta ETF 35% 15% 1099
SLVY Russell 2000 Low Volatility ETF 35% 15% 1099
SHMO Russell 2000 High Momentum ETF 35% 15% 1099
EWSM S&P SmallCap 600 Equal Weight ETF 35% 15% 1099
SHBT Russell 2000 High Beta ETF 35% 15% 1099
SHVY Russell 2000 High Volatility ETF 35% 15% 1099

Other Small Cap Blend Equities Indexes

Other indexes tracked by ETFs in the Small Cap Blend Equities ETFdb Category include:

Mutual Funds Tracking Russell 2000 Index

ETF Database categorizes mutual funds for the Mutual Fund to ETF Converter tool. Mutual funds tracking Russell 2000 Index include: AASMX, AESAX, AESGX, AISAX, AISBX, AISIX, AISRX, AKREX, AKRIX, ALFAX, ALFCX, AMAGX, APSCX, ARSBX, ARSTX, ARTSX, ASCCX, ASCIX, ASEIX, ASMLX, ATASX, ATIAX, ATIBX, ATICX, ATIIX, ATIRX, ATIYX, ATSIX, AUSAX, AVESX, BERWX, BOGIX, BOGLX, BOSOX, BRAGX, BRAIX, BSCAX, BSIDX, BSQAX, BSQBX, BSQCX, BSQIX, BSQSX, BTAMX, BTILX, CCASX, CCVAX, CIPSX, CNVAX, CNVBX, CNVCX, CPMPX, CSCCX, CSVIX, CTVAX, CTVCX, CTVIX, CVSMX, DCCAX, DCCCX, DCCIX, DCCRX, DEFIX, DFSTX, DFTSX, DGIIX, DGIRX, DHSCX, DHSIX, DHSMX, DLBMX, DRELX, DVPEX, EGEAX, EGECX, EGEIX, EGERX, EGESX, EMGRX, ESCAX, ESCCX, FAMEX, FAMVX, FBRIX, FBRRX, FBRSX, FBRUX, FBRVX, FBRWX, FCDAX, FCDBX, FCDCX, FCDIX, FCDTX, FCPEX, FDSCX, FFHAX, FFHIX, FFSCX, FHMCX, FIMPX, FISBX, FISSX, FLPKX, FLPSX, FMIMX, FMIOX, FMPCX, FMPYX, FMREX, FOSCX, FRMPX, FROBX, FSCBX, FSCDX, FSCEX, FSCIX, FSCRX, FSCTX, FSLCX, FSOFX, FSOPX, GABSX, GACIX, GASCX, GBSCX, GCASX, GCBSX, GCCSX, GCSAX, GCSBX, GCSCX, GCSIX, GCSSX, GDSRX, GDSTX, GECRX, GESCX, GESVX, GLDSX, GLRBX, GLRIX, GMFZX, GMHZX, GMIZX, GMRAX, GMRBX, GMRIX, GMTZX, GMWZX, GNSRX, GSCIX, GSCYX, GSCZX, GSQSX, GSVIX, GSXAX, GSXBX, GSXCX, GSXIX, GTCSX, GTSCX, HDPSX, HDSIX, HENLX, HFCGX, HHBUX, HICGX, HINLX, HSAAX, HSAFX, HSCAX, HSCIX, HSCSX, HSCZX, HYBUX, IASCX, IBSCX, ICMAX, ICSCX, IDSOX, IIRSX, IJSAX, IJSIX, IJSSX, IJSTX, IRCIX, IRSIX, IRSSX, ISCOX, ISMLX, ISMWX, IVCSX, IVPSX, JASCX, JCIBX, JCSAX, JCSIX, JESIX, JHIAX, JHIIX, JHSOX, JISOX, JSCAX, JSCIX, JSECX, JSERX, JSEZX, JSICX, KSCIX, KSCVX, LAUAX, LAUBX, LAUCX, LBNFX, LKSCX, LLSCX, LMLAX, LMSIX, LSBAX, LSBBX, LSBCX, LSBPX, LSBQX, LSBYX, LSMAX, LSMBX, LSMCX, LSSRX, MASKX, MDSKX, MERDX, MNSMX, MSCDX, MSCLX, MSSFX, MSVYX, NALFX, NBGAX, NBGEX, NBGIX, NBGNX, NMMSX, NSIDX, NVDAX, NVDBX, NVDEX, NVDSX, NVGBX, NVGEX, NVGRX, NVMBX, NVSOX, OPMBX, OPMCX, OPMNX, OPMSX, OPMYX, OTCFX, PARSX, PASMX, PASSX, PASVX, PCCCX, PCKAX, PCKCX, PCKDX, PCKPX, PCSAX, PCSBX, PENNX, PGSCX, PKSAX, PKSBX, PKSCX, PKSFX, PLLAX, PLLBX, PLSBX, PLSCX, PLUSX, POCZX, PPCAX, PPCCX, PPCIX, PPLSX, PROAX, PROCX, PROSX, PROTX, PRSVX, PSABX, PSBJX, PSBMX, PSBNX, PSBPX, PSBSX, PSCSX, PSCYX, PSLIX, PSMCX, PVFIX, QBNAX, QSVCX, QSVIX, QUSVX, RGFAX, RHFHX, RHFKX, RHFRX, RLPHX, RLPIX, RLPKX, RLPRX, RMCFX, RMISX, RMVSX, ROCAX, ROCCX, ROCYX, ROFCX, ROFIX, ROFKX, ROFRX, ROHHX, ROHKX, ROHRX, RPFFX, RPFIX, RPMKX, RPMRX, RPRCX, RPRKX, RPRRX, RPRWX, RSEFX, RSEIX, RSFDX, RSIHX, RSIOX, RSITX, RSQCX, RTRIX, RTRKX, RTRRX, RTRWX, RVFCX, RVFIX, RVFKX, RVPCX, RVPHX, RVPIX, RVPKX, RVPRX, RVVHX, RVVRX, RYGCX, RYLPX, RYMCX, RYOFX, RYOHX, RYOTX, RYPCX, RYPFX, RYPNX, RYPRX, RYRHX, RYROX, RYRRX, RYSEX, RYSFX, RYTCX, RYTFX, RYTRX, RYVFX, RYVPX, SAGWX, SATMX, SAUMX, SBBAX, SBCPX, SCGRX, SCHAX, SCHBX, SCMVX, SCPCX, SCUIX, SCUVX, SESBX, SGRBX, SIGWX, SLLAX, SMCEX, SMEAX, SMEBX, SMECX, SMEIX, SMERX, SMEYX, SMIAX, SMIBX, SMIIX, SNRAX, SNRBX, SPBAX, SPDAX, SPDBX, SPDCX, SPGRX, SSCCX, SSCEX, SSCOX, SSCPX, SSCRX, SSCYX, SSCZX, SSLCX, SUCAX, SUCBX, SUCCX, SUPAX, SUPBX, SUPCX, SVSCX, SWMSX, SWOSX, SWSCX, SWSSX, SZCAX, SZCBX, SZCCX, TCSEX, TEEAX, TEECX, TEERX, TEESX, TETAX, TETCX, TETIX, TETRX, TETSX, TGOIX, TGONX, TGTAX, TGTCX, TGTSX, TISBX, TISEX, TPLNX, TRBIX, TRSEX, TRSSX, TSCSX, TSFAX, TSFCX, TSFIX, TSFYX, TSRPX, TSVCX, UMBHX, UMLCX, URLCX, USBNX, VCSLX, VCSMX, VLEOX, VPDSX, VSEAX, VSEBX, VSEIX, VSSCX, WFBCX, WFDEX, WFGBX, WFGWX, WFMAX, WHSAX, WHSIX, WMMSX, WMOBX, WMSIX, WPSCX and WPSRX.

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