IWM:ARCA-iShares Russell 2000 (USD)

ETF | Small Blend | NYSE Arca

Last Closing

USD 209.44

Change

+2.58 (+1.25)%

Market Cap

USD 36.31B

Volume

0.03B

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the Russell 2000? Index, which measures the performance of the small-capitalization sector of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.

Inception Date: 22/05/2000

Primary Benchmark: Russell 2000 TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.2%

Management Expense Ratio: 0.19 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-15 )

Largest Industry Peers for Small Blend

Symbol Name Mer Price(Change) Market Cap
IJR iShares Core S&P Small-Cap ETF 0.07 %

+0.14 (+0.12%)

USD 84.92B
SCHA Schwab U.S. Small-Cap ETF 0.05 %

+0.02 (+0.08%)

USD 17.97B
SPSM SPDR® Portfolio S&P 600 Small.. 0.06 %

+0.04 (+0.09%)

USD 11.72B
FNDA Schwab Fundamental U.S. Small .. 0.25 %

-0.01 (-0.03%)

USD 9.04B
EES WisdomTree U.S. SmallCap Earni.. 0.38 %

+0.31 (+0.59%)

USD 0.65B
JPSE JPMorgan Diversified Return U... 0.29 %

-0.14 (-0.29%)

USD 0.51B
GSSC Goldman Sachs ActiveBeta® U.S.. 0.20 %

+0.07 (+0.09%)

USD 0.50B
JHSC John Hancock Multifactor Small.. 0.50 %

+0.05 (+0.12%)

USD 0.50B
SMLV SPDR® SSGA US Small Cap Low V.. 0.12 %

+0.52 (+0.41%)

USD 0.20B
ISMD Inspire Small/Mid Cap Impact E.. 0.62 %

+0.10 (+0.27%)

USD 0.19B

ETFs Containing IWM

XSU:CA iShares US Small Cap (CAD.. 99.92 % 0.36 %

N/A

CAD 0.75B
NOPE 54.72 % 0.00 %

N/A

N/A
SQEW Two Roads Shared Trust - .. 35.89 % 0.00 %

-0.02 (-0.36%)

USD 0.10B
DCAP Unity Wealth Partners Dyn.. 14.67 % 0.00 %

-0.07 (-0.36%)

USD 3.65M
RHTX Starboard Investment Trus.. 10.18 % 0.00 %

+0.01 (+-0.36%)

USD 9.83M
AGOX Adaptive Alpha Opportunit.. 7.55 % 0.00 %

-0.73 (-0.36%)

USD 0.33B
MOOD Relative Sentiment Tactic.. 7.16 % 0.00 %

-0.05 (-0.36%)

USD 0.02B
AMAX Starboard Investment Trus.. 4.60 % 0.00 %

-0.05 (-0.36%)

USD 0.02B
ITDG iShares Trust 4.37 % 0.00 %

-0.12 (-0.36%)

USD 0.01B
ITDI iShares Trust 4.37 % 0.00 %

-0.11 (-0.36%)

USD 5.81M
ITDH iShares Trust 4.36 % 0.00 %

-0.11 (-0.36%)

USD 6.45M
WLTG ETF Opportunities Trust 3.98 % 0.00 %

-0.13 (-0.36%)

USD 0.03B
ITDF iShares Trust 3.97 % 0.00 %

-0.13 (-0.36%)

USD 0.02B
ITDE iShares Trust 3.16 % 0.00 %

-0.09 (-0.36%)

USD 0.02B
ITDD iShares Trust 2.27 % 0.00 %

-0.09 (-0.36%)

USD 0.02B
RWSL 0.00 % 0.00 %

N/A

N/A
TNA Direxion Daily Small Cap .. 0.00 % 1.10 %

-0.20 (-0.36%)

N/A
XGR:CA 0.00 % 0.64 %

N/A

N/A
MIND:CA 0.00 % 0.91 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Small Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.35% 80% B- 51% F
Dividend Return 0.26% 29% F 11% F
Total Return 4.61% 81% B- 47% F
Trailing 12 Months  
Capital Gain 18.92% 56% F 66% D+
Dividend Return 1.47% 38% F 20% F
Total Return 20.39% 56% F 62% D
Trailing 5 Years  
Capital Gain 37.03% 31% F 63% D
Dividend Return 6.27% 44% F 20% F
Total Return 43.31% 31% F 59% D-
Average Annual (5 Year Horizon)  
Capital Gain 9.07% 25% F 68% D+
Dividend Return 10.13% 25% F 65% D
Total Return 1.05% 38% F 25% F
Risk Return Profile  
Volatility (Standard Deviation) 28.95% 56% F 39% F
Risk Adjusted Return 34.97% 25% F 56% F
Market Capitalization 36.31B 94% A 96% N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.