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

No bear case arguments.

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

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

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

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

  1. Describe iShares Russell 1000 Growth ETF (IWF).
  2. What is IWF underlying index?
  3. What are IWF holdings?
  4. What is IWF performance? What are IWF historical returns?
  5. What is IWF dividend yield?
  6. What is IWF Finny Score? IWF buy or sell?
  7. What are the pros of investing in IWF? What are IWF buy reasons?
  8. What are the cons of investing in IWF? What are IWF sell reasons?
  9. Compare and contrast: IWF vs IVV.
  10. Compare and contrast: IWF vs IVW.
  11. Compare and contrast: IWF vs IWB.
  12. Compare and contrast: IWF vs IWD.
  13. Compare and contrast: IWF vs IWM.
  14. Compare and contrast: IWF vs IWY.
  15. Compare and contrast: IWF vs QQQ.
  16. Compare and contrast: IWF vs SPY.

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

Fact Sheet

1. Describe iShares Russell 1000 Growth ETF (IWF).

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.

2. What is IWF underlying index?

Russell 1000 Growth Index.

3. What are IWF top holdings?

IWF has 499 stock holdings and 0 bond holdings.

The top 10 holdings represent 44.36% of total assets. Here are the top holdings:

Name Symbol % Assets
Apple Inc AAPL 11.00%
Microsoft Corp MSFT 9.49%
Amazon.com Inc AMZN 8.06%
Facebook Inc A FB 3.96%
Alphabet Inc A GOOGL 2.36%
Alphabet Inc Class C GOOG 2.33%
Visa Inc Class A V 1.92%
NVIDIA Corp NVDA 1.85%
Tesla Inc TSLA 1.80%
Mastercard Inc A MA 1.59%

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

IWF has generated the following returns:

  • 1-month return is 2.00%;
  • 3-month return is 4.71%;
  • 1-year return is 31.32%;
  • 3-year return is 30.59%;
  • 5-year return is 24.53%;
  • 10-year return is 20.10%;
  • 15-year return is 13.32%.

5. What is IWF dividend yield?

IWF yield is 0.54%.

Analysis

6. What is Finny Score? buy or sell?

Finny Score is 100. Our quantitative analysis shows 5 reasons to buy and 0 reasons to sell it, resulting in the Finny Score of 100.

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

The following are IWF strengths from our perspective:

  • IWF 3-year return is 30.59%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 23.5%.
  • IWF 5-year return is 24.53%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 18.53%.
  • IWF 10-year return is 20.1%, which is higher than the 10-year return of the benchmark index (S&P 500 TR USD), 17.33%.
  • IWF 15-year return is 13.32%, which is higher than the 15-year return of the benchmark index (S&P 500 TR USD), 10.65%.
  • IWF expense ratio is 0.19%, which is considered low. Nice job picking a low-cost fund.

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

There are no visible red flags.

Alternatives

9. Compare and contrast: IWF vs IVV.

Both IWF and IVV are ETFs.

IWF has a higher 5-year return than IVV (24.53% vs 17.87%).

IWF has a higher expense ratio than IVV (0.19% vs 0.03%).

IWF IVV
Segment Equity: U.S. - Large Cap Growth Equity: U.S. - Large Cap
Net Assets $77.37B $316.19B
Expense Ratio 0.19% 0.03%
Management Style passive (index-based) passive (index-based)
Underlying Index Russell 1000 Growth Index S&P 500
Dividend Yield 0.54% 1.25%

IVV profile: The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P 500 Index. Uses a replication strategy to try to track the Index, which includes approximately 77% of the market capitalization of all publicly traded US equity securities.

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

10. Compare and contrast: IWF vs IVW.

Both IWF and IVW are ETFs.

IWF has a higher 5-year return than IVW (24.53% vs 23.27%).

IWF has a higher expense ratio than IVW (0.19% vs 0.18%).

IWF IVW
Segment Equity: U.S. - Large Cap Growth Equity: U.S. - Large Cap Growth
Net Assets $77.37B $38.64B
Expense Ratio 0.19% 0.18%
Management Style passive (index-based) passive (index-based)
Underlying Index Russell 1000 Growth Index S&P 500 Growth Index
Dividend Yield 0.54% 0.63%

IVW profile: The Fund seeks investment results corresponding generally to price and yield performance, before fees and expenses, of the S&P 500/BARRA Growth Index. Uses a replication strategy to track the Index. The Index is a subset of the S&P 500 Index and consists of firms with the highest price-to-book ratios in the Index.

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

11. Compare and contrast: IWF vs IWB.

Both IWF and IWB are ETFs.

IWF has a higher 5-year return than IWB (24.53% vs 17.82%).

IWF has a higher expense ratio than IWB (0.19% vs 0.15%).

IWF IWB
Segment Equity: U.S. - Large Cap Growth Equity: U.S. - Large Cap
Net Assets $77.37B $31.91B
Expense Ratio 0.19% 0.15%
Management Style passive (index-based) passive (index-based)
Underlying Index Russell 1000 Growth Index Russell 1000 Index
Dividend Yield 0.54% 1.16%

IWB profile: The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Russell 1000 Index. Uses a replication strategy to try to track the Index, which includes approximately 80% of the market capitalization of all publicly traded US equity securities.

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

12. Compare and contrast: IWF vs IWD.

Both IWF and IWD are ETFs.

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

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

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

IWD profile: 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.

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

13. Compare and contrast: IWF vs IWM.

Both IWF and IWM are ETFs.

IWF has a higher 5-year return than IWM (24.53% vs 12.11%).

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

IWF IWM
Segment Equity: U.S. - Large Cap Growth Equity: U.S. - Small Cap
Net Assets $77.37B $70.33B
Expense Ratio 0.19% 0.19%
Management Style passive (index-based) passive (index-based)
Underlying Index Russell 1000 Growth Index Russell 2000 Index
Dividend Yield 0.54% 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 IWF vs IWM comparison details.

14. Compare and contrast: IWF vs IWY.

Both IWF and IWY are ETFs.

IWF has a lower 5-year return than IWY (24.53% vs 25.97%).

IWF has a lower expense ratio than IWY (0.19% vs 0.2%).

IWF IWY
Segment Equity: U.S. - Large Cap Growth Equity: U.S. - Large Cap Growth
Net Assets $77.37B $4.54B
Expense Ratio 0.19% 0.2%
Management Style passive (index-based) passive (index-based)
Underlying Index Russell 1000 Growth Index Russell Top 200 Growth Index
Dividend Yield 0.54% 0.59%

IWY profile: The Fund seeks investment results that correspond generally to the price and yield performance of the Russell Top 200 Growth Index. The Underlying Index is a style factor weighted index that measures the performance of the largest capitalization growth sector of the U.S. equity market.

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

15. Compare and contrast: IWF vs QQQ.

Both IWF and QQQ are ETFs.

IWF has a lower 5-year return than QQQ (24.53% vs 27.92%).

IWF has a lower expense ratio than QQQ (0.19% vs 0.2%).

IWF QQQ
Segment Equity: U.S. - Large Cap Growth Equity: U.S. - Large Cap
Net Assets $77.37B $201.39B
Expense Ratio 0.19% 0.2%
Management Style passive (index-based) passive (index-based)
Underlying Index Russell 1000 Growth Index NASDAQ-100 Index
Dividend Yield 0.54% 0.49%

QQQ profile: The Fund seeks to provide investment results that generally correspond to the price and yield performance of the Nasdaq-100 Index. The Index measures the average performance of a broadly diversified group of equity securities issued by 100 of the largest non-financial companies listed on The NASDAQ Stock Market, Inc.

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

16. Compare and contrast: IWF vs SPY.

Both IWF and SPY are ETFs.

IWF has a higher 5-year return than SPY (24.53% vs 17.79%).

IWF has a higher expense ratio than SPY (0.19% vs 0.09%).

IWF SPY
Segment Equity: U.S. - Large Cap Growth Equity: U.S. - Large Cap
Net Assets $77.37B $417.28B
Expense Ratio 0.19% 0.09%
Management Style passive (index-based) passive (index-based)
Underlying Index Russell 1000 Growth Index S&P 500
Dividend Yield 0.54% 1.3%

SPY profile: The Trust seeks investment results that, before expenses, generally correspond to the price and yield performance of the component common stocks of the S&P 500 Index.

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

In the IWF review, we covered IWF 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.