IWM:ARCA-iShares Russell 2000 (USD)

ETF | Small Blend | NYSE Arca

Last Closing

USD 222.39

Change

-3.29 (-1.46)%

Market Cap

USD 36.31B

Volume

0.03B

Analyst Target

N/A
Analyst Rating

N/A

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: 2024-12-27 )

Largest Industry Peers for Small Blend

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

N/A

USD 87.73B
SCHA Schwab U.S. Small-Cap ETF 0.05 %

N/A

USD 18.38B
SPSM SPDR® Portfolio S&P 600 Small.. 0.06 %

N/A

USD 13.08B
FNDA Schwab Fundamental U.S. Small .. 0.25 %

N/A

USD 9.58B
EES WisdomTree U.S. SmallCap Earni.. 0.38 %

N/A

USD 0.65B
GSSC Goldman Sachs ActiveBeta® U.S.. 0.20 %

N/A

USD 0.55B
JHSC John Hancock Multifactor Small.. 0.50 %

N/A

USD 0.54B
JPSE JPMorgan Diversified Return U... 0.29 %

N/A

USD 0.52B
ISMD Inspire Small/Mid Cap Impact E.. 0.62 %

N/A

USD 0.21B
SMLV SPDR® SSGA US Small Cap Low V.. 0.12 %

N/A

USD 0.20B

ETFs Containing IWM

XSU:CA iShares US Small Cap (CAD.. 99.51 % 0.36 %

N/A

CAD 0.84B
NOPE 54.72 % 0.00 %

N/A

N/A
DCAP Unity Wealth Partners Dyn.. 14.47 % 0.00 %

N/A

USD 3.63M
RHTX Starboard Investment Trus.. 10.47 % 0.00 %

N/A

USD 9.19M
MOOD Relative Sentiment Tactic.. 6.87 % 0.00 %

N/A

USD 0.02B
AMAX Starboard Investment Trus.. 6.63 % 0.00 %

N/A

USD 0.02B
ITDG iShares Trust 4.35 % 0.00 %

N/A

USD 0.01B
ITDI iShares Trust 4.35 % 0.00 %

N/A

USD 6.99M
ITDH iShares Trust 4.34 % 0.00 %

N/A

USD 7.63M
ITDF iShares Trust 3.95 % 0.00 %

N/A

USD 0.02B
ITDE iShares Trust 3.15 % 0.00 %

N/A

USD 0.02B
ITDD iShares Trust 2.27 % 0.00 %

N/A

USD 0.02B
HAC:CA Global X Seasonal Rotatio.. 0.00 % 1.27 %

N/A

CAD 0.22B
RWSL 0.00 % 0.00 %

N/A

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

N/A

N/A
XGR:CA 0.00 % 0.64 %

N/A

N/A
MIND:CA 0.00 % 0.91 %

N/A

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

N/A

USD 0.10B
AGOX Adaptive Alpha Opportunit.. 0.00 % 0.00 %

N/A

USD 0.33B

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 10.80% 73% C 64% D
Dividend Return 1.26% 57% F 20% F
Total Return 12.06% 73% C 59% D-
Trailing 12 Months  
Capital Gain 10.80% 73% C 64% D
Dividend Return 1.26% 57% F 20% F
Total Return 12.06% 73% C 59% D-
Trailing 5 Years  
Capital Gain 34.08% 27% F 68% D+
Dividend Return 7.21% 40% F 20% F
Total Return 41.29% 20% F 63% D
Average Annual (5 Year Horizon)  
Capital Gain 9.84% 13% F 64% D
Dividend Return 10.96% 13% F 61% D-
Total Return 1.12% 40% F 27% F
Risk Return Profile  
Volatility (Standard Deviation) 29.87% 47% F 36% F
Risk Adjusted Return 36.69% 27% F 51% F
Market Capitalization 36.31B N/A N/A N/A 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:

There is nothing we particularly like

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.

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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.