iShares Russell 2000 Growth ETF (IWO)
IWO is a passive ETF by iShares tracking the investment results of the Russell 2000 Growth Index. IWO launched on Jul 24, 2000 and has a 0.24% expense ratio.
ETF Info
US4642876480
464287648
Jul 24, 2000
North America (U.S.)
1x
Russell 2000 Growth Index
Small-Cap
Growth
Expense Ratio
IWO has an expense ratio of 0.24%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares Russell 2000 Growth 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 Growth ETF had a return of 16.25% year-to-date (YTD) and 17.19% in the last 12 months. Over the past 10 years, iShares Russell 2000 Growth ETF had an annualized return of 8.24%, while the S&P 500 had an annualized return of 11.06%, indicating that iShares Russell 2000 Growth ETF did not perform as well as the benchmark.
IWO
16.25%
-2.52%
12.37%
17.19%
6.97%
8.24%
^GSPC (Benchmark)
24.34%
0.23%
8.53%
24.95%
13.01%
11.06%
Monthly Returns
The table below presents the monthly returns of IWO, 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 | -3.11% | 8.03% | 2.71% | -7.56% | 5.31% | -0.27% | 8.16% | -1.11% | 1.33% | -1.25% | 12.45% | 16.25% | |
2023 | 9.99% | -1.23% | -2.47% | -1.16% | 0.17% | 8.21% | 4.69% | -5.26% | -6.67% | -7.66% | 9.11% | 11.94% | 18.51% |
2022 | -13.42% | 0.55% | 0.33% | -12.18% | -1.83% | -6.32% | 11.29% | -0.86% | -8.96% | 9.52% | 1.42% | -6.30% | -26.26% |
2021 | 4.78% | 3.12% | -2.84% | 1.95% | -2.76% | 4.59% | -3.73% | 1.85% | -3.84% | 4.71% | -4.99% | 0.43% | 2.54% |
2020 | -1.04% | -7.06% | -19.55% | 15.28% | 9.35% | 3.92% | 3.49% | 5.81% | -2.06% | 0.74% | 17.66% | 9.30% | 34.68% |
2019 | 11.57% | 6.45% | -1.28% | 2.95% | -7.36% | 7.27% | 1.30% | -4.32% | -0.82% | 3.00% | 5.77% | 2.26% | 28.48% |
2018 | 3.78% | -2.75% | 1.30% | 0.22% | 6.23% | 0.71% | 1.73% | 6.16% | -2.25% | -12.64% | 1.53% | -11.75% | -9.43% |
2017 | 1.49% | 2.57% | 1.09% | 1.89% | -0.84% | 3.33% | 0.99% | -0.06% | 5.46% | 1.48% | 2.85% | 0.17% | 22.25% |
2016 | -10.60% | -0.84% | 7.61% | 1.10% | 2.77% | -0.44% | 6.41% | 1.09% | 1.42% | -6.06% | 8.89% | 1.41% | 11.68% |
2015 | -2.30% | 7.22% | 1.81% | -2.94% | 3.61% | 1.43% | 0.44% | -7.59% | -6.29% | 5.66% | 3.69% | -4.82% | -1.35% |
2014 | -1.61% | 4.76% | -2.43% | -5.12% | 0.98% | 6.19% | -6.06% | 5.50% | -5.15% | 6.12% | 0.76% | 2.94% | 5.86% |
2013 | 6.64% | 1.02% | 5.04% | -0.59% | 5.13% | -0.87% | 7.83% | -2.05% | 7.27% | 1.67% | 4.13% | 1.93% | 43.33% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IWO is 48, indicating average performance compared to other ETFs on our website. Here’s 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 Growth ETF (IWO) 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 Growth ETF provided a 0.79% dividend yield over the last twelve months, with an annual payout of $2.30 per share. The fund has been increasing its distributions for 2 consecutive years.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $2.30 | $1.85 | $1.61 | $0.94 | $1.27 | $1.52 | $1.27 | $1.37 | $1.49 | $1.24 | $1.03 | $0.97 |
Dividend yield | 0.79% | 0.73% | 0.75% | 0.32% | 0.44% | 0.71% | 0.76% | 0.73% | 0.97% | 0.89% | 0.73% | 0.72% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Russell 2000 Growth 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 | $0.37 | $0.00 | $0.00 | $0.54 | $0.00 | $0.00 | $1.05 | $2.30 |
2023 | $0.00 | $0.00 | $0.46 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.46 | $0.00 | $0.00 | $0.58 | $1.85 |
2022 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.51 | $1.61 |
2021 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.28 | $0.94 |
2020 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.31 | $1.27 |
2019 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.49 | $1.52 |
2018 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.00 | $0.32 | $0.00 | $0.29 | $0.00 | $0.00 | $0.36 | $1.27 |
2017 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.00 | $0.38 | $0.00 | $0.27 | $0.00 | $0.00 | $0.40 | $1.37 |
2016 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.00 | $0.46 | $0.00 | $0.25 | $0.00 | $0.00 | $0.52 | $1.49 |
2015 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.00 | $0.31 | $0.00 | $0.22 | $0.00 | $0.00 | $0.42 | $1.24 |
2014 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.00 | $0.23 | $0.00 | $0.21 | $0.00 | $0.00 | $0.36 | $1.03 |
2013 | $0.21 | $0.00 | $0.00 | $0.00 | $0.23 | $0.00 | $0.24 | $0.00 | $0.00 | $0.29 | $0.97 |
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 Growth 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 Growth ETF was 60.10%, occurring on Oct 9, 2002. Recovery took 1099 trading sessions.
The current iShares Russell 2000 Growth ETF drawdown is 11.28%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-60.1% | Sep 5, 2000 | 525 | Oct 9, 2002 | 1099 | Feb 22, 2007 | 1624 |
-57.63% | Oct 11, 2007 | 354 | Mar 9, 2009 | 452 | Dec 21, 2010 | 806 |
-42.01% | Feb 10, 2021 | 341 | Jun 16, 2022 | — | — | — |
-39.81% | Feb 20, 2020 | 20 | Mar 18, 2020 | 99 | Aug 7, 2020 | 119 |
-29.23% | May 2, 2011 | 108 | Oct 3, 2011 | 240 | Sep 14, 2012 | 348 |
Volatility
Volatility Chart
The current iShares Russell 2000 Growth ETF volatility is 6.39%, 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.