iShares Russell 2000 ETF (IWM)
IWM is a passive ETF by iShares tracking the investment results of the Russell 2000 Index. IWM launched on May 22, 2000 and has a 0.19% expense ratio.
ETF Info
| ISIN | US4642876555 |
|---|---|
| CUSIP | 464287655 |
| Issuer | iShares |
| Inception Date | May 22, 2000 |
| Region | North America (U.S.) |
| Category | Small Cap Growth Equities |
| Leveraged | 1x |
| Index Tracked | Russell 2000 Index |
| Home Page | www.ishares.com |
| Asset Class | Equity |
Asset Class Size | Micro-Cap |
Asset Class Style | Blend |
Expense Ratio
IWM has an expense ratio of 0.19%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Popular comparisons: IWM vs. SPY, IWM vs. VTWO, IWM vs. IJR, IWM vs. IWN, IWM vs. IWO, IWM vs. IWB, IWM vs. IWF, IWM vs. IWV, IWM vs. TNA, IWM vs. ^GSPC
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares Russell 2000 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 2000 ETF had a return of 4.14% year-to-date (YTD) and 14.34% in the last 12 months. Over the past 10 years, iShares Russell 2000 ETF had an annualized return of 7.52%, while the S&P 500 had an annualized return of 10.55%, indicating that iShares Russell 2000 ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 4.14% | 13.39% |
| 1 month | 2.93% | 4.02% |
| 6 months | 1.05% | 5.56% |
| 1 year | 14.34% | 21.51% |
| 5 years (annualized) | 8.18% | 12.69% |
| 10 years (annualized) | 7.52% | 10.55% |
Monthly Returns
The table below presents the monthly returns of IWM, 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 | -3.90% | 5.63% | 3.49% | -6.85% | 5.04% | -1.12% | 10.34% | -1.69% | 4.14% | ||||
| 2023 | 9.82% | -1.72% | -4.85% | -1.79% | -0.82% | 8.07% | 6.11% | -5.08% | -5.85% | -6.91% | 9.20% | 12.13% | 16.83% |
| 2022 | -9.53% | 1.03% | 1.16% | -9.90% | 0.19% | -8.37% | 10.56% | -2.00% | -9.66% | 11.16% | 2.20% | -6.51% | -20.48% |
| 2021 | 4.85% | 6.20% | 1.40% | 1.79% | 0.27% | 1.87% | -3.63% | 2.20% | -2.88% | 4.25% | -4.33% | 2.27% | 14.54% |
| 2020 | -3.10% | -8.85% | -21.48% | 13.85% | 6.59% | 3.43% | 2.92% | 5.48% | -3.26% | 2.20% | 18.24% | 8.65% | 20.03% |
| 2019 | 11.32% | 5.18% | -2.09% | 3.40% | -7.85% | 6.98% | 0.68% | -4.93% | 2.04% | 2.72% | 4.07% | 2.79% | 25.39% |
| 2018 | 2.56% | -3.84% | 1.22% | 0.98% | 6.16% | 0.61% | 1.65% | 4.31% | -2.32% | -10.99% | 1.73% | -11.97% | -11.12% |
| 2017 | 0.28% | 1.93% | 0.03% | 1.15% | -1.97% | 3.37% | 0.85% | -1.26% | 6.30% | 0.73% | 2.94% | -0.40% | 14.58% |
| 2016 | -8.58% | -0.22% | 8.01% | 1.67% | 2.24% | -0.02% | 5.87% | 1.78% | 1.07% | -4.60% | 11.06% | 2.88% | 21.59% |
| 2015 | -3.28% | 5.95% | 1.77% | -2.56% | 2.24% | 0.78% | -1.10% | -6.31% | -4.94% | 5.62% | 3.26% | -5.03% | -4.48% |
| 2014 | -2.77% | 4.78% | -0.75% | -3.75% | 0.79% | 5.27% | -6.05% | 4.83% | -5.93% | 6.59% | 0.11% | 2.89% | 5.04% |
| 2013 | 6.24% | 1.00% | 4.66% | -0.35% | 3.93% | -0.82% | 7.33% | -3.16% | 6.49% | 2.42% | 3.96% | 2.02% | 38.70% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IWM is 27, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Russell 2000 ETF (IWM) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares Russell 2000 ETF granted a 1.27% dividend yield in the last twelve months. The annual payout for that period amounted to $2.65 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.65 | $2.70 | $2.58 | $2.09 | $2.04 | $2.09 | $1.88 | $1.92 | $1.85 | $1.73 | $1.51 | $1.41 |
Dividend yield | 1.27% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% | 1.26% | 1.23% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Russell 2000 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 | $0.52 | $0.00 | $0.00 | $0.56 | $0.00 | $0.00 | $0.00 | $1.08 | |||
| 2023 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.51 | $0.00 | $0.00 | $0.83 | $0.00 | $0.00 | $0.73 | $2.70 |
| 2022 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.49 | $0.00 | $0.00 | $0.86 | $0.00 | $0.00 | $0.83 | $2.58 |
| 2021 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $0.67 | $2.09 |
| 2020 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.57 | $0.00 | $0.00 | $0.59 | $2.04 |
| 2019 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $0.54 | $0.00 | $0.00 | $0.60 | $2.09 |
| 2018 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.00 | $0.60 | $0.00 | $0.45 | $0.00 | $0.00 | $0.47 | $1.88 |
| 2017 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.00 | $0.61 | $0.00 | $0.35 | $0.00 | $0.00 | $0.58 | $1.92 |
| 2016 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.00 | $0.62 | $0.00 | $0.34 | $0.00 | $0.00 | $0.56 | $1.85 |
| 2015 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.00 | $0.53 | $0.00 | $0.32 | $0.00 | $0.00 | $0.50 | $1.73 |
| 2014 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.00 | $0.46 | $0.00 | $0.30 | $0.00 | $0.00 | $0.45 | $1.51 |
| 2013 | $0.26 | $0.00 | $0.00 | $0.00 | $0.43 | $0.00 | $0.28 | $0.00 | $0.00 | $0.44 | $1.41 |
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 2000 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 2000 ETF was 59.05%, occurring on Mar 9, 2009. Recovery took 488 trading sessions.
The current iShares Russell 2000 ETF drawdown is 11.01%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.05% | Jul 10, 2007 | 420 | Mar 9, 2009 | 488 | Feb 11, 2011 | 908 |
| -41.13% | Sep 4, 2018 | 390 | Mar 23, 2020 | 161 | Nov 9, 2020 | 551 |
| -38.67% | Jul 18, 2000 | 559 | Oct 9, 2002 | 254 | Oct 13, 2003 | 813 |
| -31.91% | Nov 9, 2021 | 152 | Jun 16, 2022 | — | — | — |
| -28.92% | May 2, 2011 | 108 | Oct 3, 2011 | 239 | Sep 13, 2012 | 347 |
Volatility
Volatility Chart
The current iShares Russell 2000 ETF volatility is 7.00%, 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.