10 important things you should know about BlackRock IWD ETF
Updated: November 29, 2021
Bull case
Low expense ratio
Bear case
3-year return below the benchmark
5-year return below the benchmark
10-year return below the benchmark
15-year return below the benchmark

Before we start: if you’re looking for IWD “stock” price, you can quickly find it out by visiting Finny and typing "IWD quote". If you’re looking for a quick scoop on IWD "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "IWD". You’ll get all this info in one place.

Are you looking to buy or sell IWD? Or perhaps you’re looking for IWD fact sheet, and learn about its alternatives? If so, you came to the right place.

In this IWD ETF review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: IWD performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: IWD buy or sell; the pros and cons of investing in IWD ETF;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to IWD.

And here is the list of questions we’ll answer:

  1. Describe iShares Russell 1000 Value ETF (IWD).
  2. What is IWD underlying index?
  3. What are IWD holdings?
  4. What is IWD performance? What are IWD historical returns?
  5. What is IWD dividend yield?
  6. What is IWD Finny Score? IWD buy or sell?
  7. What are the pros of investing in IWD? What are IWD buy reasons?
  8. What are the cons of investing in IWD? What are IWD sell reasons?
  9. Compare and contrast: IWD vs IWF.
  10. Compare and contrast: IWD vs IWM.

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe iShares Russell 1000 Value ETF (IWD).

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Russell 1000 Value Index. Uses a replication strategy. The Index measures the performance of those Russell 1000 Index firms with lower price-to-book ratios and lower forecasted growth.

2. What is IWD underlying index?

Russell 1000 Value Index.

3. What are IWD top holdings?

IWD has 849 stock holdings and 0 bond holdings.

The top 10 holdings represent 16.50% of total assets. Here are the top holdings:

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 2.64%
Johnson & Johnson JNJ 2.14%
JPMorgan Chase & Co JPM 2.03%
Verizon Communications Inc VZ 1.61%
The Walt Disney Co DIS 1.50%
Pfizer Inc PFE 1.35%
AT&T Inc T 1.32%
Walmart Inc WMT 1.32%
Comcast Corp Class A CMCSA 1.31%
Intel Corp INTC 1.28%

4. What is IWD performance? What are IWD historical returns?

IWD has generated the following returns:

  • 1-month return is -2.16%;
  • 3-month return is 0.33%;
  • 1-year return is 23.00%;
  • 3-year return is 12.91%;
  • 5-year return is 10.60%;
  • 10-year return is 13.39%;
  • 15-year return is 7.25%.

5. What is IWD dividend yield?

IWD yield is 1.58%.

Analysis

6. What is Finny Score? buy or sell?

Finny Score is 20. Our quantitative analysis shows 1 reason to buy and 4 reasons to sell it, resulting in the Finny Score of 20.

7. What are the pros of investing in IWD? What are IWD buy reasons?

The following are IWD strengths from our perspective:

  • IWD expense ratio is 0.19%, which is considered low. Nice job picking a low-cost fund.

8. What are the cons of investing in IWD? What are IWD negatives?

The following are IWD weaknesses from our perspective:

  • IWD 3-year return is 12.91%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 23.5%.
  • IWD 5-year return is 10.6%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 18.53%.
  • IWD 10-year return is 13.39%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 17.33%.
  • IWD 15-year return is 7.25%, which is lower than the 15-year return of the benchmark index (S&P 500 TR USD), 10.65%.

Alternatives

9. Compare and contrast: IWD vs IWF.

Both IWD and IWF are ETFs.

IWD has a lower 5-year return than IWF (10.6% vs 24.53%).

IWD and IWF have the same expense ratio (0.19%). Below is the comparison between IWD and IWF.

IWD IWF
Segment Equity: U.S. - Large Cap Value Equity: U.S. - Large Cap Growth
Net Assets $56.73B $77.37B
Expense Ratio 0.19% 0.19%
Management Style passive (index-based) passive (index-based)
Underlying Index Russell 1000 Value Index Russell 1000 Growth Index
Dividend Yield 1.58% 0.54%

IWF profile: The Fund seeks investment returns that correspond generally to the price and yield performance, before fees and expenses, of the Index. Uses a replication strategy. The Index measures the performance of the large-capitalization growth sector of the US equity market.

For further information, check out IWD vs IWF comparison details.

10. Compare and contrast: IWD vs IWM.

Both IWD and IWM are ETFs.

IWD has a lower 5-year return than IWM (10.6% vs 12.11%).

IWD and IWM have the same expense ratio (0.19%). Below is the comparison between IWD and IWM.

IWD IWM
Segment Equity: U.S. - Large Cap Value Equity: U.S. - Small Cap
Net Assets $56.73B $70.33B
Expense Ratio 0.19% 0.19%
Management Style passive (index-based) passive (index-based)
Underlying Index Russell 1000 Value Index Russell 2000 Index
Dividend Yield 1.58% 0.83%

IWM profile: The Fund seeks to track the investment results of the Russell 2000 Index which measures the performance of the small-capitalization sector of the US equity market.

For further information, check out IWD vs IWM comparison details.

In the IWD review, we covered IWD key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.