iShares Russell 2000 Value ETF (IWN)

135.11 -0.69%
12:42 pm EDT; Powered by Koyfin
Pros
Low expense ratio
Cons
3-year return below the benchmark
5-year return below the benchmark
10-year return below the benchmark
15-year return below the benchmark

Pros

  1. IWN expense ratio is 0.24%, which is considered low. Nice job picking a low-cost fund.

Cons

  1. IWN 3-year return is 8.53%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  2. IWN 5-year return is 7.81%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  3. IWN 10-year return is 9.53%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
  4. IWN 15-year return is 5.2%, which is lower than the 15-year return of the benchmark index (S&P 500 TR USD), 8.17%.