- ISIN
- US4642894467
- CUSIP
- 464289446
- Issuer
- iShares
- Inception Date
- Sep 22, 2009
- Region
- North America (U.S.)
- Category
- Large Cap Growth Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- Russell Top 200 Index
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mega-Cap
- Asset Class Style
- Growth
- Assets Under Management
- $2B
Share Price Chart
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Performance
IWL Performance Chart
iShares Russell Top 200 ETF (IWL) is up 10.0% since the beginning of the year. IWL is currently trading at $187 per share. Investors who bought $1,000 worth of IWL shares 5 years ago would now be looking at an investment worth $1,976.
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Returns By Period
iShares Russell Top 200 ETF (IWL) has returned 10.03% so far this year and 28.50% over the past 12 months. Looking at the last ten years, IWL has achieved an annualized return of 16.38%, outperforming the S&P 500 Index benchmark, which averaged 13.66% per year.
iShares Russell Top 200 ETF
- 1D
- -0.83%
- 1M
- 5.18%
- YTD
- 10.03%
- 6M
- 10.03%
- 1Y
- 28.50%
- 3Y*
- 23.42%
- 5Y*
- 14.59%
- 10Y*
- 16.38%
Benchmark (S&P 500 Index)
- 1D
- -0.74%
- 1M
- 4.90%
- YTD
- 10.35%
- 6M
- 10.28%
- 1Y
- 26.52%
- 3Y*
- 20.83%
- 5Y*
- 12.30%
- 10Y*
- 13.66%
IWL Monthly Returns History
Based on dividend-adjusted daily data since Sep 28, 2009, IWL's average daily return is +0.06%, while the average monthly return is +1.23%. At this rate, an investment would double in approximately 4.7 years.
Historically, 68% of months were positive and 32% were negative. The best month was Apr 2020 with a return of +12.9%, while the worst month was Mar 2020 at -11.1%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.
On a daily basis, IWL closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +9.5%, while the worst single day was Mar 16, 2020 at -11.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.97% | -1.69% | -5.05% | 11.04% | 5.57% | -0.42% | 10.03% | ||||||
| 2025 | 2.90% | -1.50% | -6.08% | -0.68% | 6.73% | 5.38% | 2.44% | 2.00% | 4.07% | 2.96% | -0.11% | 0.15% | 19.09% |
| 2024 | 2.20% | 5.32% | 2.89% | -3.95% | 5.41% | 4.32% | 0.53% | 2.50% | 2.07% | -0.80% | 5.86% | -1.62% | 27.12% |
| 2023 | 6.18% | -2.48% | 4.86% | 1.87% | 1.59% | 6.20% | 3.28% | -1.18% | -4.65% | -1.63% | 9.07% | 4.15% | 29.77% |
| 2022 | -5.08% | -3.49% | 3.83% | -9.45% | -0.16% | -7.83% | 9.12% | -4.14% | -9.18% | 7.64% | 5.07% | -5.92% | -19.89% |
| 2021 | -0.97% | 1.92% | 4.29% | 5.35% | 0.36% | 2.91% | 2.50% | 3.05% | -4.78% | 7.24% | -0.49% | 3.95% | 27.79% |
Benchmark Metrics
iShares Russell Top 200 ETF has an annualized alpha of 2.93%, beta of 0.94, and R2 of 0.91 versus S&P 500 Index. Calculated based on daily prices since September 29, 2009.
- This ETF captured 105.45% of S&P 500 Index gains but only 94.75% of its losses - a favorable profile for investors.
- This ETF generated an annualized alpha of 2.93% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 0.94 and R2 of 0.91, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 2.93%
- Beta
- 0.94
- R²
- 0.91
- Upside Capture
- 105.45%
- Downside Capture
- 94.75%
Expense Ratio
IWL has an expense ratio of 0.15%, which is considered low.
Return for Risk
Risk / Return Rank
IWL ranks 68 for risk / return — better than 68% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares Russell Top 200 ETF (IWL) and compare them to S&P 500 Index.
| IWL | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.11 | ||
| Sortino ratioReturn per unit of downside risk | +0.12 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.41 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.91 | 2.93 | -0.02 |
| Martin ratioReturn relative to average drawdown | 12.92 | 13.52 | -0.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
iShares Russell Top 200 ETF provided a 0.82% dividend yield over the last twelve months, with an annual payout of $1.54 per share. The fund has been increasing its distributions for 5 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.54 | $1.54 | $1.51 | $1.50 | $1.38 | $1.28 | $1.17 | $1.47 | $1.13 | $1.04 | $1.00 | $1.00 |
Dividend yield | 0.82% | 0.90% | 1.04% | 1.30% | 1.54% | 1.12% | 1.30% | 1.96% | 1.93% | 1.69% | 1.96% | 2.14% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Russell Top 200 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.00 | $0.35 | ||||||
| 2025 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.44 | $1.54 |
| 2024 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.41 | $1.51 |
| 2023 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.42 | $1.50 |
| 2022 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.38 | $1.38 |
| 2021 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.34 | $1.28 |
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 Top 200 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 Top 200 ETF was 32.71%, occurring on Mar 23, 2020. Recovery took 92 trading sessions.
The current iShares Russell Top 200 ETF drawdown is 0.83%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -32.71%Mar 2020 | 1mo 2d | 4mo 13d | 5mo 15dFeb 2020 - Aug 2020 |
Bear market2022 | -25.65%Oct 2022 | 9mo 11d | 1y 2mo | 1y 11moJan 2022 - Dec 2023 |
Rate-hike selloffLate 2018 | -19.31%Dec 2018 | 2mo 22d | 3mo 29d | 6mo 21dOct 2018 - Apr 2019 |
2025 selloff2025 | -19.15%Apr 2025 | 1mo 17d | 2mo 19d | 4mo 6dFeb 2025 - Jun 2025 |
2011 correction2011 | -17.77%Oct 2011 | 5mo 2d | 4mo 3d | 9mo 5dMay 2011 - Feb 2012 |
Drawdown Indicators
| IWL | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.71% | -56.78% | +24.07% |
Max Drawdown (1Y)Largest decline over 1 year | -9.83% | -9.10% | -0.73% |
Max Drawdown (3Y)Largest decline over 3 years | -19.15% | -18.90% | -0.25% |
Max Drawdown (5Y)Largest decline over 5 years | -25.65% | -25.43% | -0.22% |
Max Drawdown (10Y)Largest decline over 10 years | -32.71% | -33.92% | +1.21% |
Current DrawdownCurrent decline from peak | -0.83% | -0.74% | -0.09% |
Average DrawdownAverage peak-to-trough decline | -3.88% | -10.72% | +6.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.21% | 1.97% | +0.24% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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