iShares Russell 2000 Value ETF (IWN)
IWN is a passive ETF by iShares tracking the investment results of the Russell 2000 Value Index. IWN launched on Jul 24, 2000 and has a 0.24% expense ratio.
ETF Info
US4642876308
464287630
Jul 24, 2000
North America (U.S.)
1x
Russell 2000 Value Index
Micro-Cap
Blend
Expense Ratio
IWN has an expense ratio of 0.24%, 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 2000 Value ETF (IWN) returned -5.69% year-to-date (YTD) and 0.51% over the past 12 months. Over the past 10 years, IWN returned 6.25% annually, underperforming the S&P 500 benchmark at 10.77%.
IWN
-5.69%
12.36%
-12.38%
0.51%
15.52%
6.25%
^GSPC (Benchmark)
0.08%
9.75%
-1.63%
12.74%
15.66%
10.77%
Monthly Returns
The table below presents the monthly returns of IWN, 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 | 2.01% | -3.80% | -5.98% | -4.09% | 6.58% | -5.69% | |||||||
| 2024 | -4.63% | 3.28% | 4.18% | -6.15% | 4.59% | -1.86% | 12.42% | -2.03% | -0.03% | -1.47% | 9.72% | -8.51% | 7.63% |
| 2023 | 9.66% | -2.28% | -7.31% | -2.53% | -1.82% | 7.86% | 7.41% | -4.77% | -5.23% | -6.01% | 9.08% | 12.42% | 14.56% |
| 2022 | -5.85% | 1.54% | 2.01% | -7.79% | 1.93% | -9.91% | 9.62% | -3.06% | -10.27% | 12.71% | 2.84% | -6.60% | -14.77% |
| 2021 | 5.05% | 9.54% | 5.46% | 1.82% | 3.17% | -0.83% | -3.50% | 2.53% | -1.83% | 3.84% | -3.55% | 4.05% | 27.96% |
| 2020 | -5.24% | -9.63% | -25.07% | 12.53% | 3.12% | 2.85% | 2.09% | 5.37% | -4.70% | 3.68% | 19.06% | 7.99% | 4.66% |
| 2019 | 10.91% | 3.90% | -2.83% | 3.69% | -8.20% | 6.10% | 0.38% | -5.59% | 5.06% | 2.50% | 2.23% | 3.42% | 22.01% |
| 2018 | 1.22% | -4.99% | 1.11% | 1.85% | 5.83% | 0.42% | 1.81% | 2.39% | -2.47% | -8.91% | 1.58% | -12.14% | -13.01% |
| 2017 | -0.85% | 1.41% | -0.84% | 0.37% | -3.06% | 3.39% | 0.74% | -2.45% | 7.15% | 0.05% | 2.90% | -0.95% | 7.69% |
| 2016 | -6.55% | 0.61% | 8.26% | 2.14% | 1.79% | 0.43% | 5.36% | 2.42% | 0.72% | -3.12% | 13.17% | 4.20% | 31.97% |
| 2015 | -4.26% | 4.64% | 1.73% | -2.15% | 0.75% | 0.21% | -2.84% | -4.89% | -3.49% | 5.52% | 2.97% | -5.42% | -7.73% |
| 2014 | -3.88% | 4.56% | 1.20% | -2.53% | 0.59% | 4.44% | -6.15% | 4.34% | -6.64% | 6.97% | -0.38% | 2.65% | 4.14% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IWN is 15, meaning it’s performing worse than 85% of other ETFs on our website when it comes to balancing risk and reward. Below is 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 2000 Value ETF (IWN) 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 2000 Value ETF provided a 1.87% dividend yield over the last twelve months, with an annual payout of $2.89 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.89 | $2.96 | $3.16 | $2.95 | $2.46 | $2.11 | $2.47 | $2.14 | $2.24 | $2.07 | $1.98 | $1.91 |
Dividend yield | 1.87% | 1.80% | 2.04% | 2.12% | 1.48% | 1.60% | 1.92% | 1.99% | 1.78% | 1.74% | 2.15% | 1.88% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | |||||||
| 2024 | $0.00 | $0.00 | $0.57 | $0.00 | $0.00 | $0.67 | $0.00 | $0.00 | $0.86 | $0.00 | $0.00 | $0.86 | $2.96 |
| 2023 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.94 | $0.00 | $0.00 | $0.90 | $3.16 |
| 2022 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $0.91 | $0.00 | $0.00 | $0.94 | $2.95 |
| 2021 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.77 | $0.00 | $0.00 | $0.90 | $2.46 |
| 2020 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $0.65 | $2.11 |
| 2019 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $0.57 | $0.00 | $0.00 | $0.80 | $2.47 |
| 2018 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.00 | $0.63 | $0.00 | $0.49 | $0.00 | $0.00 | $0.61 | $2.14 |
| 2017 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.00 | $0.65 | $0.00 | $0.36 | $0.00 | $0.00 | $0.81 | $2.24 |
| 2016 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.00 | $0.59 | $0.00 | $0.35 | $0.00 | $0.00 | $0.74 | $2.07 |
| 2015 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.00 | $0.56 | $0.00 | $0.34 | $0.00 | $0.00 | $0.65 | $1.98 |
| 2014 | $0.36 | $0.00 | $0.00 | $0.00 | $0.58 | $0.00 | $0.32 | $0.00 | $0.00 | $0.66 | $1.91 |
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 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 962 trading sessions.
The current iShares Russell 2000 Value ETF drawdown is 14.20%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.55% | Jun 5, 2007 | 444 | Mar 9, 2009 | 962 | Jan 2, 2013 | 1406 |
| -46.08% | Aug 23, 2018 | 397 | Mar 23, 2020 | 186 | Dec 15, 2020 | 583 |
| -34.07% | May 3, 2002 | 111 | Oct 9, 2002 | 227 | Sep 4, 2003 | 338 |
| -26.71% | Nov 26, 2024 | 90 | Apr 8, 2025 | — | — | — |
| -25.95% | Nov 9, 2021 | 495 | Oct 27, 2023 | 178 | Jul 16, 2024 | 673 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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