
iShares Russell 1000 ETF
$411.45−1.60 (−0.39%)
- 0.15%
- $48B
- +11.2%
- 0.93%
- 509K sh
- low $345.21high $427.04
The ETF.net IWB Grade
Score 77 out of 100
- 5 of 29
Score 77 of 100 falls in the A band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Cost
The fund’s net expense ratio, ranked against its category.B63 out of 100Rank 11 of 29Mission
Whether the fund did what it promised, tested against its stated mandate.A100 out of 100Rank 1 of 22Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.C54 out of 100Rank 12 of 29Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.A94 out of 100Rank 2 of 29Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.A72 out of 100Rank 8 of 28Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.A91 out of 100Rank 2 of 29
Our read on IWB
In short
AThe Russell 1000 in one ticker: US large caps plus the mid-cap tier underneath them. IWB has tracked that index since 2000, making it the veteran of the group, though newer clones now chase the same benchmark for less.
Stated mandate
The fund seeks to track the Russell 1000 Index and provides broad exposure to U.S. large- and mid-cap stocks.
Why people hold it
Worth knowing
IWB Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
Returns run to the Nov 2, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | IWB |
|---|---|
| Year to date | +10.9% |
| 1 month | −2.1% |
| 3 months | +1.0% |
| 1 year | +11.2% |
| 3 years | +21.7% |
| 5 years | +11.0% |
| 10 years | +15.1% |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | IWB |
|---|---|---|
| 2026 YTD | +10.9% | |
| 2025 | +17.2% | |
| 2024 | +24.3% | |
| 2023 | +26.4% | |
| 2022 | −19.2% | |
| 2021 | +26.3% | |
| 2020 | +20.8% |
IWB in the news
IWB Dividends
- 0.93%
- $3.81
- $1.01 per share
- Quarterly
Distribution history
IWB Risk
- 12.5%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- 1.39
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −25.2%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 1.01
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
FMP measures it over up to five years of monthly returns.
IWB Cost
Overpaying vs BKLC, cheapest in US Large-Cap
$3,137
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
IWB 0.15%
$3,137
BKLC 0.00% Cheapest
$0
Cost over time
Year by year
| Year | IWB | BKLC | Overpaying |
|---|---|---|---|
| 10 | $274 | $0 | $274 |
| 20 | $1,071 | $0 | $1,071 |
| 30 | $3,137 | $0 | $3,137 |
Other funds in US Large-Cap
- AEPSWisdomTree U.S. LargeCap FundExpense ratio 0.08%1 year return +13.4%
- AVVVanguard Morningstar Large-Cap ETFExpense ratio 0.03%1 year return +10.9%
- AVONEVanguard Russell 1000 ETFExpense ratio 0.06%1 year return +11.3%
- BIWLiShares Russell Top 200 ETFExpense ratio 0.15%1 year return +9.7%
- BHDUSHartford Disciplined US Equity ETFExpense ratio 0.19%1 year return +11.5%

