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24 important things you should know about BlackRock IWM ETF

Updated: Last Friday
20
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 IWM “stock” price, you can quickly find it out by visiting Finny and typing "IWM quote". If you’re looking for a quick scoop on IWM "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "IWM". You’ll get all this info in one place.

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

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

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

  1. Describe iShares Russell 2000 ETF (IWM).
  2. What is IWM underlying index?
  3. What are IWM holdings?
  4. What is IWM performance? What are IWM historical returns?
  5. How many up and down years did IWM have historically?
  6. What is IWM dividend yield?
  7. What is IWM expense ratio?
  8. What is IWM tax efficiency (tax-cost ratio)?
  9. What is IWM beta? How would you assess IWM risk?
  10. What is IWM Sharpe ratio?
  11. What is IWM Finny Score? IWM buy or sell?
  12. What are the pros of investing in IWM? What are IWM buy reasons?
  13. What are the cons of investing in IWM? What are IWM sell reasons?
  14. Compare and contrast: IWM vs SPY.
  15. Compare and contrast: IWM vs VTWO.
  16. Compare and contrast: IWM vs IJR.
  17. Compare and contrast: IWM vs QQQ.
  18. Compare and contrast: IWM vs VB.
  19. Compare and contrast: IWM vs IWN.
  20. Compare and contrast: IWM vs IWF.
  21. Compare and contrast: IWM vs IWO.
  22. Compare and contrast: IWM vs IJH.
  23. Compare and contrast: IWM vs IVV.

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

Fact Sheet

1. Describe iShares Russell 2000 ETF (IWM).

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.

2. What is IWM underlying index?

Russell 2000 Index.

3. What are IWM top holdings?

IWM has 1,969 stock holdings and 1 bond holdings.

The top 10 holdings represent 2.78% of total assets. Here are the top holdings:

Name Symbol % Assets
Deckers Outdoor Corp DECK 0.31%
LHC Group Inc LHCG 0.30%
BJ's Wholesale Club Holdings Inc BJ 0.29%
Churchill Downs Inc CHDN 0.29%
Helen Of Troy Ltd HELE 0.27%
MyoKardia Inc MYOK 0.27%
Novavax Inc NVAX 0.27%
SiteOne Landscape Supply Inc SITE 0.27%
EastGroup Properties Inc EGP 0.26%
Ultragenyx Pharmaceutical Inc RARE 0.25%

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

IWM has generated the following returns:

  • 1-month return is 10.41%;
  • 3-month return is 14.41%;
  • 1-year return is 13.64%;
  • 3-year return is 7.31%;
  • 5-year return is 10.25%;
  • 10-year return is 10.97%;
  • 15-year return is 8.20%.

5. How many up and down years did IWM have historically?

In the last 10 years, IWM had 7 up years and 3 down years.

IWM up and down years

6. What is IWM dividend yield?

IWM yield is 1.61%.

7. What is IWM expense ratio?

IWM expense ratio is 0.19%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

IWM expenses

8. What is IWM tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 0.55%;
  • 3-year ax cost ratio is 0.44%.
IWM tax costs

9. What is IWM beta? How would you assess IWM risk?

  • 3-year beta is 1.27;
  • 5-year beta is 1.25;
  • 10-year beta is 1.26.
IWM Beta

10. What is IWM Sharpe ratio?

  • 3-year Sharpe ratio is 0.13;
  • 5-year Sharpe ratio is 0.25;
  • 10-year Sharpe ratio is 0.60.
IWM Sharpe ratio

Analysis

11. 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.

12. What are the pros of investing in IWM? What are IWM buy reasons?

The following are IWM strengths from our perspective:

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

13. What are the cons of investing in IWM? What are IWM negatives?

The following are IWM weaknesses from our perspective:

  • IWM 3-year return is 7.31%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 13.45%.
  • IWM 5-year return is 10.25%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 13.49%.
  • IWM 10-year return is 10.97%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 13.81%.
  • IWM 15-year return is 8.2%, which is lower than the 15-year return of the benchmark index (S&P 500 TR USD), 9.49%.

Alternatives

14. Compare and contrast: IWM vs SPY.

Both IWM and SPY are ETFs. IWM has a lower 5-year return than SPY (10.25% vs 13.38%). IWM has a higher expense ratio than SPY (0.19% vs 0.09%). Below is the comparison between IWM and SPY.

IWM SPY
Segment Equity: U.S. - Small Cap Equity: U.S. - Large Cap
Net Assets $30.68B $252.39B
Expense Ratio 0.19% 0.09%
Management Style passive (index-based) passive (index-based)
Underlying Index Russell 2000 Index S&P 500
YTD Return 8.33% 12.02%
1-Year Return 13.64% 16.59%
3-Year Return 7.31% 13.36%
5-Year Return 10.25% 13.38%
10-Year Return 10.97% 13.7%
Dividend Yield 1.61% 1.99%

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 IWM vs SPY comparison details.

15. Compare and contrast: IWM vs VTWO.

Both IWM and VTWO are ETFs. IWM has a lower 5-year return than VTWO (10.25% vs 10.33%). IWM has a higher expense ratio than VTWO (0.19% vs 0.1%). Below is the comparison between IWM and VTWO.

IWM VTWO
Segment Equity: U.S. - Small Cap Equity: U.S. - Small Cap
Net Assets $30.68B $1.30B
Expense Ratio 0.19% 0.1%
Management Style passive (index-based) passive (index-based)
Underlying Index Russell 2000 Index Russell 2000 Index
YTD Return 8.33% 8.32%
1-Year Return 13.64% 13.71%
3-Year Return 7.31% 7.42%
5-Year Return 10.25% 10.33%
10-Year Return 10.97% 10.97%
Dividend Yield 1.61% 1.68%

VTWO profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of small-capitalization stocks in the United States. The Fund tracks the performance of the Russell 2000 Index. Index is designed to measure the performance of small-capitalization stocks in the United States.

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

16. Compare and contrast: IWM vs IJR.

Both IWM and IJR are ETFs. IWM has a higher 5-year return than IJR (10.25% vs 9.55%). IWM has a higher expense ratio than IJR (0.19% vs 0.07%). Below is the comparison between IWM and IJR.

IWM IJR
Segment Equity: U.S. - Small Cap Equity: U.S. - Small Cap
Net Assets $30.68B $32.70B
Expense Ratio 0.19% 0.07%
Management Style passive (index-based) passive (index-based)
Underlying Index Russell 2000 Index S&P SmallCap 600 Index
YTD Return 8.33% 1.28%
1-Year Return 13.64% 6.32%
3-Year Return 7.31% 5.28%
5-Year Return 10.25% 9.55%
10-Year Return 10.97% 11.75%
Dividend Yield 1.61% 1.89%

IJR profile: The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P SmallCap 600 Index. The Fund uses a replication strategy to try to track the Index, which includes approximately 2.5% of the market capitalization of the US equity market.

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

17. Compare and contrast: IWM vs QQQ.

Both IWM and QQQ are ETFs. IWM has a lower 5-year return than QQQ (10.25% vs 21.56%). IWM has a lower expense ratio than QQQ (0.19% vs 0.2%). Below is the comparison between IWM and QQQ.

IWM QQQ
Segment Equity: U.S. - Small Cap Equity: U.S. - Large Cap
Net Assets $30.68B $100.58B
Expense Ratio 0.19% 0.2%
Management Style passive (index-based) passive (index-based)
Underlying Index Russell 2000 Index NASDAQ-100 Index
YTD Return 8.33% 37.3%
1-Year Return 13.64% 44.72%
3-Year Return 7.31% 24.58%
5-Year Return 10.25% 21.56%
10-Year Return 10.97% 19.88%
Dividend Yield 1.61% 0.74%

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 IWM vs QQQ comparison details.

18. Compare and contrast: IWM vs VB.

Both IWM and VB are ETFs. IWM has a lower 5-year return than VB (10.25% vs 10.97%). IWM has a higher expense ratio than VB (0.19% vs 0.05%). Below is the comparison between IWM and VB.

IWM VB
Segment Equity: U.S. - Small Cap Equity: U.S. - Small Cap
Net Assets $30.68B $22.99B
Expense Ratio 0.19% 0.05%
Management Style passive (index-based) passive (index-based)
Underlying Index Russell 2000 Index CRSP US Small Cap Index
YTD Return 8.33% 9.09%
1-Year Return 13.64% 13.18%
3-Year Return 7.31% 9.06%
5-Year Return 10.25% 10.97%
10-Year Return 10.97% 11.9%
Dividend Yield 1.61% 1.73%

VB profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of small-capitalization stocks. The Fund employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Index, a broadly diversified index of stocks of small U.S. companies.

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

19. Compare and contrast: IWM vs IWN.

Both IWM and IWN are ETFs. IWM has a higher 5-year return than IWN (10.25% vs 6.81%). IWM has a lower expense ratio than IWN (0.19% vs 0.24%). Below is the comparison between IWM and IWN.

IWM IWN
Segment Equity: U.S. - Small Cap Equity: U.S. - Small Cap Value
Net Assets $30.68B $6.41B
Expense Ratio 0.19% 0.24%
Management Style passive (index-based) passive (index-based)
Underlying Index Russell 2000 Index Russell 2000 Value Index
YTD Return 8.33% -4.37%
1-Year Return 13.64% 0.13%
3-Year Return 7.31% 1.18%
5-Year Return 10.25% 6.81%
10-Year Return 10.97% 8.4%
Dividend Yield 1.61% 2.6%

IWN profile: The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Russell 2000 Value Index. Uses a replication strategy. The Index measures the performance of those Index firms with lower price-to-book ratios and lower forecasted growth.

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

20. Compare and contrast: IWM vs IWF.

Both IWM and IWF are ETFs. IWM has a lower 5-year return than IWF (10.25% vs 18.65%). IWM and IWF have the same expense ratio (0.19%). Below is the comparison between IWM and IWF.

IWM IWF
Segment Equity: U.S. - Small Cap Equity: U.S. - Large Cap Growth
Net Assets $30.68B $49.46B
Expense Ratio 0.19% 0.19%
Management Style passive (index-based) passive (index-based)
Underlying Index Russell 2000 Index Russell 1000 Growth Index
YTD Return 8.33% 29.06%
1-Year Return 13.64% 34.56%
3-Year Return 7.31% 21.07%
5-Year Return 10.25% 18.65%
10-Year Return 10.97% 16.7%
Dividend Yield 1.61% 1.01%

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 IWM vs IWF comparison details.

21. Compare and contrast: IWM vs IWO.

Both IWM and IWO are ETFs. IWM has a lower 5-year return than IWO (10.25% vs 13.14%). IWM has a lower expense ratio than IWO (0.19% vs 0.24%). Below is the comparison between IWM and IWO.

IWM IWO
Segment Equity: U.S. - Small Cap Equity: U.S. - Small Cap Growth
Net Assets $30.68B $7.46B
Expense Ratio 0.19% 0.24%
Management Style passive (index-based) passive (index-based)
Underlying Index Russell 2000 Index Russell 2000 Growth Index
YTD Return 8.33% 20.14%
1-Year Return 13.64% 26.08%
3-Year Return 7.31% 12.8%
5-Year Return 10.25% 13.14%
10-Year Return 10.97% 13.22%
Dividend Yield 1.61% 0.84%

IWO profile: The Fund seeks investment returns that correspond generally to the price and yield performance, before fees and expenses, of the Russell 2000 Growth Index. Uses a replication to try to track the Index. The Index measures the performance of Index firms with higher price-to-book ratios and higher forecasted growth.

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

22. Compare and contrast: IWM vs IJH.

Both IWM and IJH are ETFs. IWM has a higher 5-year return than IJH (10.25% vs 9.94%). IWM has a higher expense ratio than IJH (0.19% vs 0.06%). Below is the comparison between IWM and IJH.

IWM IJH
Segment Equity: U.S. - Small Cap Equity: U.S. - Mid Cap
Net Assets $30.68B $37.51B
Expense Ratio 0.19% 0.06%
Management Style passive (index-based) passive (index-based)
Underlying Index Russell 2000 Index S&P MidCap 400 Index
YTD Return 8.33% 5.64%
1-Year Return 13.64% 9.47%
3-Year Return 7.31% 6.87%
5-Year Return 10.25% 9.94%
10-Year Return 10.97% 11.36%
Dividend Yield 1.61% 2.1%

IJH profile: The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P MidCap 400 Index. The Index measures the performance of the mid-capitalization sector of the US equity market. Uses a representative sampling strategy to try to track the Index.

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

23. Compare and contrast: IWM vs IVV.

Both IWM and IVV are ETFs. IWM has a lower 5-year return than IVV (10.25% vs 13.43%). IWM has a higher expense ratio than IVV (0.19% vs 0.04%). Below is the comparison between IWM and IVV.

IWM IVV
Segment Equity: U.S. - Small Cap Equity: U.S. - Large Cap
Net Assets $30.68B $175.29B
Expense Ratio 0.19% 0.04%
Management Style passive (index-based) passive (index-based)
Underlying Index Russell 2000 Index S&P 500
YTD Return 8.33% 11.99%
1-Year Return 13.64% 16.57%
3-Year Return 7.31% 13.41%
5-Year Return 10.25% 13.43%
10-Year Return 10.97% 13.75%
Dividend Yield 1.61% 2.34%

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 IWM vs IVV comparison details.

In the IWM review, we covered IWM 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.
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