iShares Russell 1000 Value ETF (IWD)
IWD is a passive ETF by iShares tracking the investment results of the Russell 1000 Value Index. IWD launched on May 22, 2000 and has a 0.19% expense ratio.
ETF Info
US4642875987
464287598
May 22, 2000
North America (U.S.)
1x
Russell 1000 Value Index
Large-Cap
Blend
Expense Ratio
IWD has an expense ratio of 0.19%, which is considered low.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
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Returns By Period
iShares Russell 1000 Value ETF (IWD) returned 1.64% year-to-date (YTD) and 7.61% over the past 12 months. Over the past 10 years, IWD returned 8.30% annually, underperforming the S&P 500 benchmark at 10.78%.
IWD
1.64%
5.10%
-3.08%
7.61%
14.61%
8.30%
^GSPC (Benchmark)
0.19%
9.00%
-1.55%
12.31%
15.59%
10.78%
Monthly Returns
The table below presents the monthly returns of IWD, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.54% | 0.43% | -2.78% | -3.13% | 2.79% | 1.64% | |||||||
| 2024 | 0.06% | 3.57% | 5.04% | -4.25% | 3.30% | -1.13% | 5.11% | 2.69% | 1.33% | -1.12% | 6.45% | -6.86% | 14.17% |
| 2023 | 5.14% | -3.52% | -0.50% | 1.56% | -3.89% | 6.63% | 3.52% | -2.70% | -3.89% | -3.56% | 7.56% | 5.54% | 11.34% |
| 2022 | -2.37% | -1.20% | 2.91% | -5.75% | 1.98% | -8.76% | 6.59% | -2.96% | -8.71% | 10.11% | 6.18% | -4.02% | -7.75% |
| 2021 | -0.94% | 6.00% | 6.00% | 3.96% | 2.27% | -1.20% | 0.85% | 1.95% | -3.55% | 5.13% | -3.57% | 6.30% | 24.95% |
| 2020 | -2.14% | -9.29% | -17.44% | 11.18% | 3.49% | -0.71% | 4.00% | 4.08% | -2.51% | -1.19% | 13.42% | 3.73% | 2.73% |
| 2019 | 7.64% | 3.20% | 0.65% | 3.45% | -6.40% | 7.00% | 0.96% | -3.01% | 3.61% | 1.41% | 3.08% | 2.66% | 26.12% |
| 2018 | 3.78% | -4.84% | -1.77% | 0.32% | 0.59% | 0.27% | 3.86% | 1.42% | 0.24% | -5.16% | 2.82% | -9.42% | -8.45% |
| 2017 | 0.61% | 3.50% | -0.97% | -0.19% | -0.17% | 1.66% | 1.28% | -1.20% | 2.92% | 0.74% | 3.05% | 1.58% | 13.45% |
| 2016 | -5.28% | 0.00% | 7.26% | 2.11% | 1.47% | 0.84% | 2.90% | 0.77% | -0.23% | -1.50% | 5.64% | 2.63% | 17.25% |
| 2015 | -3.95% | 4.77% | -1.40% | 0.88% | 1.24% | -2.02% | 0.47% | -5.97% | -3.07% | 7.52% | 0.45% | -2.20% | -3.97% |
| 2014 | -3.59% | 4.28% | 2.43% | 0.91% | 1.41% | 2.55% | -1.71% | 3.65% | -2.03% | 2.11% | 2.20% | 0.54% | 13.17% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IWD is 48, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Russell 1000 Value ETF (IWD) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
iShares Russell 1000 Value ETF provided a 1.87% dividend yield over the last twelve months, with an annual payout of $3.50 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.50 | $3.47 | $3.34 | $3.25 | $2.73 | $2.81 | $3.35 | $3.01 | $2.59 | $2.52 | $2.42 | $2.09 |
Dividend yield | 1.87% | 1.87% | 2.02% | 2.15% | 1.62% | 2.05% | 2.45% | 2.71% | 2.09% | 2.25% | 2.47% | 2.00% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Russell 1000 Value ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.80 | $0.00 | $0.00 | $0.80 | |||||||
| 2024 | $0.00 | $0.00 | $0.77 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $1.02 | $0.00 | $0.00 | $0.98 | $3.47 |
| 2023 | $0.00 | $0.00 | $0.76 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.99 | $0.00 | $0.00 | $0.96 | $3.34 |
| 2022 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $0.64 | $0.00 | $0.00 | $0.93 | $0.00 | $0.00 | $0.97 | $3.25 |
| 2021 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.59 | $0.00 | $0.00 | $0.81 | $0.00 | $0.00 | $0.72 | $2.73 |
| 2020 | $0.00 | $0.00 | $0.79 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $0.72 | $0.00 | $0.00 | $0.60 | $2.81 |
| 2019 | $0.00 | $0.00 | $0.67 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $0.82 | $0.00 | $0.00 | $1.15 | $3.35 |
| 2018 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $0.00 | $0.72 | $0.00 | $0.79 | $0.00 | $0.00 | $0.83 | $3.01 |
| 2017 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $0.00 | $0.72 | $0.00 | $0.66 | $0.00 | $0.00 | $0.63 | $2.59 |
| 2016 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.00 | $0.62 | $0.00 | $0.52 | $0.00 | $0.00 | $0.77 | $2.52 |
| 2015 | $0.00 | $0.00 | $0.51 | $0.00 | $0.00 | $0.00 | $0.72 | $0.00 | $0.52 | $0.00 | $0.00 | $0.67 | $2.42 |
| 2014 | $0.47 | $0.00 | $0.00 | $0.00 | $0.52 | $0.00 | $0.48 | $0.00 | $0.00 | $0.62 | $2.09 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Russell 1000 Value ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares Russell 1000 Value ETF was 60.10%, occurring on Mar 9, 2009. Recovery took 983 trading sessions.
The current iShares Russell 1000 Value ETF drawdown is 5.34%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.1% | Jun 5, 2007 | 444 | Mar 9, 2009 | 983 | Feb 1, 2013 | 1427 |
| -38.51% | Feb 14, 2020 | 26 | Mar 23, 2020 | 179 | Dec 4, 2020 | 205 |
| -34.08% | May 22, 2001 | 346 | Oct 9, 2002 | 307 | Dec 29, 2003 | 653 |
| -19.04% | Jan 13, 2022 | 180 | Sep 30, 2022 | 303 | Dec 14, 2023 | 483 |
| -18.34% | Jan 29, 2018 | 229 | Dec 24, 2018 | 86 | Apr 30, 2019 | 315 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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