- ISIN
- US4642876480
- CUSIP
- 464287648
- Issuer
- iShares
- Inception Date
- Jul 24, 2000
- Region
- North America (U.S.)
- Category
- Small Cap Growth Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- Russell 2000 Growth Index
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Small-Cap
- Asset Class Style
- Growth
- Assets Under Management
- $15B
Share Price Chart
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Performance
IWO Performance Chart
iShares Russell 2000 Growth ETF (IWO) is up 13.4% since the beginning of the year. IWO is currently trading at $366 per share. Investors who bought $1,000 worth of IWO shares 5 years ago would now be looking at an investment worth $1,273.
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Returns By Period
iShares Russell 2000 Growth ETF (IWO) has returned 13.43% so far this year and 33.25% over the past 12 months.
iShares Russell 2000 Growth ETF
- 1D
- -4.34%
- 1M
- -2.10%
- YTD
- 13.43%
- 6M
- 10.88%
- 1Y
- 33.25%
- 3Y*
- 16.40%
- 5Y*
- 4.95%
- 10Y*
- 10.76%
Benchmark (S&P 500 Index)
- 1D
- -2.64%
- 1M
- 0.25%
- YTD
- 7.86%
- 6M
- 7.47%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IWO Monthly Returns History
Based on dividend-adjusted daily data since Jul 28, 2000, IWO's average daily return is +0.04%, while the average monthly return is +0.76%. At this rate, an investment would double in approximately 7.6 years.
Historically, 60% of months were positive and 40% were negative. The best month was Nov 2020 with a return of +17.7%, while the worst month was Oct 2008 at -21.7%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 6 months.
On a daily basis, IWO closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +10.9%, while the worst single day was Mar 16, 2020 at -12.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.12% | -0.32% | -6.37% | 14.68% | 5.80% | -3.81% | 13.43% | ||||||
| 2025 | 3.16% | -6.77% | -7.55% | -0.77% | 6.34% | 6.15% | 1.50% | 6.05% | 4.13% | 3.33% | -0.78% | -1.34% | 12.90% |
| 2024 | -3.11% | 8.03% | 2.71% | -7.56% | 5.31% | -0.27% | 8.16% | -1.11% | 1.33% | -1.25% | 12.45% | -8.42% | 15.04% |
| 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% | -6.34% | 11.29% | -0.86% | -8.96% | 9.52% | 1.42% | -6.30% | -26.27% |
| 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% |
Benchmark Metrics
iShares Russell 2000 Growth ETF has an annualized alpha of -3.11%, beta of 1.52, and R2 of 0.72 versus S&P 500 Index. Calculated based on daily prices since July 31, 2000.
- This ETF captured 142.65% of S&P 500 Index gains and 131.81% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This ETF had an annualized alpha of -3.11% versus S&P 500 Index - delivering less than market exposure alone would predict.
- Beta of 1.52 means this ETF moves significantly more than S&P 500 Index - expect amplified gains in rallies and amplified losses in downturns.
- Alpha
- -3.11%
- Beta
- 1.52
- R²
- 0.72
- Upside Capture
- 142.65%
- Downside Capture
- 131.81%
Expense Ratio
IWO has an expense ratio of 0.24%, which is considered low.
Return for Risk
Risk / Return Rank
IWO ranks 49 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares Russell 2000 Growth ETF (IWO) and compare them to S&P 500 Index.
| IWO | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.26 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.25 | — | — |
| Martin ratioReturn relative to average drawdown | 8.04 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
iShares Russell 2000 Growth ETF provided a 0.41% dividend yield over the last twelve months, with an annual payout of $1.51 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.51 | $1.80 | $2.30 | $1.85 | $1.57 | $0.94 | $1.27 | $1.52 | $1.27 | $1.37 | $1.49 | $1.24 |
Dividend yield | 0.41% | 0.56% | 0.80% | 0.73% | 0.73% | 0.32% | 0.44% | 0.71% | 0.76% | 0.73% | 0.97% | 0.89% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.00 | $0.09 | ||||||
| 2025 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.73 | $1.80 |
| 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 | $0.45 | $0.00 | $0.00 | $0.58 | $1.85 |
| 2022 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.51 | $1.57 |
| 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 |
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 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 60.11%, occurring on Oct 9, 2002. Recovery took 1099 trading sessions.
The current iShares Russell 2000 Growth ETF drawdown is 4.34%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Dot-com crash2000–2002 | -60.11%Oct 2002 | 2y 1mo | 4y 4mo | 6y 5moSep 2000 - Feb 2007 |
Financial crisis2007–2009 | -57.62%Mar 2009 | 1y 5mo | 1y 9mo | 3y 2moOct 2007 - Dec 2010 |
Bear market2022 | -42.02%Jun 2022 | 1y 4mo | 3y 3mo | 4y 7moFeb 2021 - Oct 2025 |
COVID crash2020 | -39.81%Mar 2020 | 27d | 4mo 22d | 5mo 19dFeb 2020 - Aug 2020 |
2011 bear market2011 | -29.23%Oct 2011 | 5mo 4d | 11mo 17d | 1y 4moMay 2011 - Sep 2012 |
Drawdown Indicators
| IWO | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.11% | -9.10% | -51.01% |
Max Drawdown (1Y)Largest decline over 1 year | -14.87% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -28.57% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -40.51% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -42.02% | — | — |
Current DrawdownCurrent decline from peak | -4.34% | -2.97% | -1.37% |
Average DrawdownAverage peak-to-trough decline | -16.70% | -1.13% | -15.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.15% | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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