15 important things you should know about BlackRock IWM 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 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. What is IWM dividend yield?
  6. What is IWM Finny Score? IWM buy or sell?
  7. What are the pros of investing in IWM? What are IWM buy reasons?
  8. What are the cons of investing in IWM? What are IWM sell reasons?
  9. Compare and contrast: IWM vs IJH.
  10. Compare and contrast: IWM vs IJR.
  11. Compare and contrast: IWM vs IVV.
  12. Compare and contrast: IWM vs IWD.
  13. Compare and contrast: IWM vs IWF.
  14. Compare and contrast: IWM vs IWN.
  15. Compare and contrast: IWM vs IWO.

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 2,013 stock holdings and 1 bond holdings.

The top 10 holdings represent 3.95% of total assets. Here are the top holdings:

Name Symbol % Assets
MyoKardia Inc MYOK 0.59%
Mirati Therapeutics Inc MRTX 0.47%
Penn National Gaming Inc PENN 0.43%
Sunrun Inc RUN 0.40%
Caesars Entertainment Inc CZR 0.39%
Deckers Outdoor Corp DECK 0.37%
Darling Ingredients Inc DAR 0.36%
LHC Group Inc LHCG 0.34%
iRhythm Technologies Inc IRTC 0.30%
Lithia Motors Inc Class A LAD 0.30%

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

IWM has generated the following returns:

  • 1-month return is -2.19%;
  • 3-month return is 1.51%;
  • 1-year return is 22.54%;
  • 3-year return is 15.58%;
  • 5-year return is 12.11%;
  • 10-year return is 14.44%;
  • 15-year return is 8.68%.

5. What is IWM dividend yield?

IWM yield is 0.83%.

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 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.

8. 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 15.58%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 23.5%.
  • IWM 5-year return is 12.11%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 18.53%.
  • IWM 10-year return is 14.44%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 17.33%.
  • IWM 15-year return is 8.68%, which is lower than the 15-year return of the benchmark index (S&P 500 TR USD), 10.65%.

Alternatives

9. Compare and contrast: IWM vs IJH.

Both IWM and IJH are ETFs.

IWM has a lower 5-year return than IJH (12.11% vs 12.8%).

IWM has a higher expense ratio than IJH (0.19% vs 0.05%).

IWM IJH
Segment Equity: U.S. - Small Cap Equity: U.S. - Mid Cap
Net Assets $70.33B $66.16B
Expense Ratio 0.19% 0.05%
Management Style passive (index-based) passive (index-based)
Underlying Index Russell 2000 Index S&P MidCap 400 Index
Dividend Yield 0.83% 1.07%

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.

10. Compare and contrast: IWM vs IJR.

Both IWM and IJR are ETFs.

IWM has a lower 5-year return than IJR (12.11% vs 12.32%).

IWM has a higher expense ratio than IJR (0.19% vs 0.06%).

IWM IJR
Segment Equity: U.S. - Small Cap Equity: U.S. - Small Cap
Net Assets $70.33B $71.53B
Expense Ratio 0.19% 0.06%
Management Style passive (index-based) passive (index-based)
Underlying Index Russell 2000 Index S&P SmallCap 600 Index
Dividend Yield 0.83% 0.93%

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.

11. Compare and contrast: IWM vs IVV.

Both IWM and IVV are ETFs.

IWM has a lower 5-year return than IVV (12.11% vs 17.87%).

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

IWM IVV
Segment Equity: U.S. - Small Cap Equity: U.S. - Large Cap
Net Assets $70.33B $316.19B
Expense Ratio 0.19% 0.03%
Management Style passive (index-based) passive (index-based)
Underlying Index Russell 2000 Index S&P 500
Dividend Yield 0.83% 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 IWM vs IVV comparison details.

12. Compare and contrast: IWM vs IWD.

Both IWM and IWD are ETFs.

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

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

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

13. Compare and contrast: IWM vs IWF.

Both IWM and IWF are ETFs.

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

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 $70.33B $77.37B
Expense Ratio 0.19% 0.19%
Management Style passive (index-based) passive (index-based)
Underlying Index Russell 2000 Index Russell 1000 Growth Index
Dividend Yield 0.83% 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 IWM vs IWF comparison details.

14. Compare and contrast: IWM vs IWN.

Both IWM and IWN are ETFs.

IWM has a higher 5-year return than IWN (12.11% vs 9.25%).

IWM has a lower expense ratio than IWN (0.19% vs 0.24%).

IWM IWN
Segment Equity: U.S. - Small Cap Equity: U.S. - Small Cap Value
Net Assets $70.33B $16.03B
Expense Ratio 0.19% 0.24%
Management Style passive (index-based) passive (index-based)
Underlying Index Russell 2000 Index Russell 2000 Value Index
Dividend Yield 0.83% 1.21%

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.

15. Compare and contrast: IWM vs IWO.

Both IWM and IWO are ETFs.

IWM has a lower 5-year return than IWO (12.11% vs 14.44%).

IWM has a lower expense ratio than IWO (0.19% vs 0.24%).

IWM IWO
Segment Equity: U.S. - Small Cap Equity: U.S. - Small Cap Growth
Net Assets $70.33B $12.17B
Expense Ratio 0.19% 0.24%
Management Style passive (index-based) passive (index-based)
Underlying Index Russell 2000 Index Russell 2000 Growth Index
Dividend Yield 0.83% 0.32%

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.

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.