iShares Russell 2000 ETF
$276.71−1.19 (−0.43%)
- 0.19%
- $78.7B
- +18.1%
- 0.98%
- 23.2M sh
- $278.92
- low $228.90high $305.18
The ETF.net IWM Grade
A
Score 70 out of 100
- 5 of 17
Score 70 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.C53 out of 100Rank 8 of 17Mission
Whether the fund did what it promised, tested against its stated mandate.A100 out of 100Rank 1 of 16Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.D31 out of 100Rank 15 of 17Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.A88 out of 100Rank 1 of 17Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.A72 out of 100Rank 7 of 17Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.A83 out of 100Rank 2 of 17
Our read on IWM
AThe Russell 2000's default trading vehicle. Live since 2000, it packs the small-cap end of the US market into one heavily traded ticker with a deep options market around it. Cheaper funds track the same index; this is the liquid one.
The Fund seeks to track the Russell 2000 Index, which represents small-capitalization U.S. equities.
Why people hold it
- Roughly 2,000 small US companies in one ticker, weighted by size, no stock picking. iShares has run it since 2000.
- The job is to mirror the Russell 2000, and it has tracked that index with very little drift.
- Among the most heavily traded funds in US small caps, with a listed options market on top: Cboe options on IWM settle into actual fund shares.cdn.cboe.com
- 0.19% a year, below the median fee in its small-cap index peer group.
Worth knowing
- VTWO tracks the same Russell 2000 index for 0.06%. The extra you pay here buys trading depth, not different exposure.
- Small caps swing harder than the large-cap market, and this fund holds the full index through those swings rather than sidestepping them.
- Income shows up quarterly, and small-cap payouts are a side note, not the point of the fund.
IWM Holdings
- Stocks
- 1,981
- 3%
- FROG
Sectors
- Health Care20.0%
- Financials19.2%
- Industrials14.0%
- Information Technology13.7%
- Consumer Discretionary9.0%
- Energy7.1%
- Real Estate5.7%
- Materials4.2%
- Utilities2.8%
- Communication2.4%
- Consumer Staples2.0%
Geography
- United States95.17%
- Bermuda1.75%
- United Kingdom0.63%
- Switzerland0.47%
- Canada0.40%
- Ireland0.32%
- Puerto Rico0.29%
- Monaco0.17%
- 0.79%
IWM Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
IWM$11,806
Returns run to the Oct 12, 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 | IWM |
|---|---|
| Year to date | +13.7% |
| 1 month | −3.6% |
| 3 months | −5.9% |
| 1 year | +18.1% |
| 3 years | +18.7% |
| 5 years | +5.9% |
| 10 years | +10.0% |
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 | IWM |
|---|---|---|
| 2026 YTD | +13.7% | |
| 2025 | +12.7% | |
| 2024 | +11.4% | |
| 2023 | +16.8% | |
| 2022 | −20.5% | |
| 2021 | +14.5% | |
| 2020 | +20.0% |
IWM in the news
IWM Dividends
- 0.98%
- $2.73
- $0.75 per share
- Quarterly
Distribution history
IWM Risk
- 19.6%
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.
- 0.70
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.
- −31.9%
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.
- 1.14
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
IWM Cost
0.19%
IWM0.19%
- The middle half of US Small-Cap funds
- Median 0.22%
6 of the 16 US Small-Cap funds charge less.
Other funds in US Small-Cap
- AVTWOVanguard Russell 2000 ETFExpense ratio 0.06%1 year return +18.3%
- ABKSEBNY Mellon US Small Cap Core Equity ETFExpense ratio 0.04%1 year return +18.8%
- BRSSLGlobal X - Russell 2000 ETFExpense ratio 0.08%1 year return +18.1%
- BSMMDiShares Russell 2500 ETFExpense ratio 0.23%1 year return +20.8%
- BDFASDimensional - US Small Cap ETFExpense ratio 0.31%1 year return +19.6%