iShares Russell 2000 Value ETF (IWN)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

The chart shows the growth of an initial investment of $10,000 in iShares Russell 2000 Value ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

iShares Russell 2000 Value ETF (IWN) has returned 4.91% so far this year and 27.81% over the past 12 months. Over the last ten years, IWN has returned 9.40% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jul 28, 2000, IWN's average daily return is +0.05%, while the average monthly return is +0.88%. At this rate, your investment would double in approximately 6.6 years.

Historically, 63% of months were positive and 37% were negative. The best month was Nov 2020 with a return of +19.1%, while the worst month was Mar 2020 at -25.1%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, IWN closed higher 52% of trading days. The best single day was May 7, 2010 with a return of +15.7%, while the worst single day was May 6, 2010 at -19.3%.

iShares Russell 2000 Value ETF has an annualized alpha of 3.26%, beta of 1.07, and R² of 0.72 versus S&P 500 Index. Calculated based on daily prices since July 31, 2000.

• This ETF captured 119.39% of S&P 500 Index gains and 104.66% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This ETF generated an annualized alpha of 3.26% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 1.07 and R² of 0.72, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

IWN has an expense ratio of 0.24%, which is considered low.

IWN ranks 71 for risk / return — better than 71% 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.

The table below present risk-adjusted performance metrics for iShares Russell 2000 Value ETF (IWN) and compare them to a chosen benchmark (S&P 500 Index).

iShares Russell 2000 Value ETF provided a 1.63% dividend yield over the last twelve months, with an annual payout of $3.09 per share.

The table displays the monthly dividend distributions for iShares Russell 2000 Value ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the iShares Russell 2000 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 2000 Value ETF was 61.55%, occurring on Mar 9, 2009. Recovery took 955 trading sessions.

The current iShares Russell 2000 Value ETF drawdown is 5.39%.

The chart below shows the rolling one-month volatility.