iShares Russell Top 200 ETF (IWL)
IWL is a passive ETF by iShares tracking the investment results of the Russell Top 200 Index. IWL launched on Sep 22, 2009 and has a 0.15% expense ratio.
ETF Info
US4642894467
464289446
Sep 22, 2009
North America (U.S.)
1x
Russell Top 200 Index
Mega-Cap
Growth
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares Russell Top 200 ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares Russell Top 200 ETF had a return of 27.41% year-to-date (YTD) and 32.86% in the last 12 months. Over the past 10 years, iShares Russell Top 200 ETF had an annualized return of 13.86%, outperforming the S&P 500 benchmark which had an annualized return of 11.16%.
IWL
27.41%
1.55%
13.80%
32.86%
16.62%
13.86%
^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
Monthly Returns
The table below presents the monthly returns of IWL, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.20% | 5.32% | 2.89% | -3.95% | 5.41% | 4.32% | 0.53% | 2.50% | 2.07% | -0.80% | 27.41% | ||
| 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% |
| 2020 | 0.47% | -7.84% | -11.13% | 12.93% | 4.68% | 2.12% | 5.77% | 8.67% | -4.22% | -3.23% | 11.02% | 3.89% | 22.10% |
| 2019 | 7.51% | 2.99% | 1.93% | 4.25% | -6.53% | 7.02% | 1.69% | -1.54% | 1.67% | 2.37% | 4.02% | 3.01% | 31.42% |
| 2018 | 6.13% | -3.20% | -3.43% | 0.43% | 2.72% | 0.61% | 3.72% | 3.36% | 0.86% | -6.58% | 1.74% | -8.62% | -3.30% |
| 2017 | 1.70% | 4.23% | 0.31% | 1.15% | 1.29% | 0.83% | 1.96% | 0.60% | 1.89% | 2.69% | 2.69% | 1.53% | 22.90% |
| 2016 | -5.45% | -0.09% | 6.07% | 0.28% | 1.79% | -0.15% | 3.88% | 0.15% | 0.38% | -1.64% | 3.48% | 1.92% | 10.64% |
| 2015 | -4.15% | 5.88% | -1.83% | 1.30% | 1.31% | -1.81% | 2.47% | -6.35% | -2.54% | 8.92% | 0.61% | -1.13% | 1.73% |
| 2014 | -3.57% | 4.20% | 1.16% | 0.82% | 2.13% | 1.99% | -1.00% | 3.65% | -0.79% | 1.87% | 3.02% | 0.31% | 14.38% |
| 2013 | 4.72% | 1.28% | 3.61% | 2.14% | 2.23% | -1.51% | 5.73% | -3.30% | 2.87% | 5.45% | 2.81% | 2.33% | 31.85% |
Expense Ratio
IWL has an expense ratio of 0.15%, which is considered low compared to other funds.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of IWL is 82, placing it in the top 18% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Russell Top 200 ETF (IWL) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares Russell Top 200 ETF provided a 1.05% dividend yield over the last twelve months, with an annual payout of $1.52 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.52 | $1.50 | $1.38 | $1.28 | $1.17 | $1.47 | $1.13 | $1.04 | $1.00 | $1.01 | $0.79 | $0.77 |
Dividend yield | 1.05% | 1.30% | 1.53% | 1.12% | 1.30% | 1.96% | 1.93% | 1.69% | 1.96% | 2.14% | 1.68% | 1.82% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $1.10 | |
| 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 |
| 2020 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.34 | $1.17 |
| 2019 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.47 | $1.47 |
| 2018 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.00 | $0.29 | $0.00 | $0.28 | $0.00 | $0.00 | $0.31 | $1.13 |
| 2017 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.00 | $0.28 | $0.00 | $0.25 | $0.00 | $0.00 | $0.26 | $1.04 |
| 2016 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.00 | $0.30 | $0.00 | $0.20 | $0.00 | $0.00 | $0.26 | $1.00 |
| 2015 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.00 | $0.25 | $0.00 | $0.21 | $0.00 | $0.00 | $0.27 | $1.01 |
| 2014 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.27 | $0.00 | $0.00 | $0.16 | $0.79 |
| 2013 | $0.17 | $0.00 | $0.00 | $0.00 | $0.18 | $0.00 | $0.18 | $0.00 | $0.00 | $0.23 | $0.77 |
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.
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 0.99%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.71% | Feb 20, 2020 | 23 | Mar 23, 2020 | 92 | Aug 3, 2020 | 115 |
| -25.65% | Jan 4, 2022 | 195 | Oct 12, 2022 | 292 | Dec 11, 2023 | 487 |
| -19.31% | Oct 3, 2018 | 57 | Dec 24, 2018 | 80 | Apr 22, 2019 | 137 |
| -17.77% | May 4, 2011 | 104 | Oct 3, 2011 | 81 | Feb 3, 2012 | 185 |
| -15.37% | Apr 16, 2010 | 45 | Jul 2, 2010 | 55 | Nov 5, 2010 | 100 |
Volatility
Volatility Chart
The current iShares Russell Top 200 ETF volatility is 4.23%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.