- ISIN
- US4642874816
- CUSIP
- 464287481
- Issuer
- iShares
- Inception Date
- Jul 17, 2001
- Region
- North America (U.S.)
- Category
- Mid Cap Growth Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- Russell Midcap Growth Index
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Growth
- Assets Under Management
- $21B
Share Price Chart
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Performance
IWP Performance Chart
iShares Russell Mid-Cap Growth ETF (IWP) is up 3.7% since the beginning of the year. IWP is currently trading at $142 per share. Investors who bought $1,000 worth of IWP shares 5 years ago would now be looking at an investment worth $1,304.
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Returns By Period
iShares Russell Mid-Cap Growth ETF (IWP) has returned 3.69% so far this year and 6.05% over the past 12 months. Over the last ten years, IWP has returned 12.76% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
iShares Russell Mid-Cap Growth ETF
- 1D
- -0.13%
- 1M
- 1.79%
- YTD
- 3.69%
- 6M
- 1.21%
- 1Y
- 6.05%
- 3Y*
- 15.53%
- 5Y*
- 5.46%
- 10Y*
- 12.76%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
IWP Monthly Returns History
Based on dividend-adjusted daily data since Aug 1, 2001, IWP's average daily return is +0.04%, while the average monthly return is +0.89%. At this rate, an investment would double in approximately 6.5 years.
Historically, 60% of months were positive and 40% were negative. The best month was Apr 2020 with a return of +15.7%, while the worst month was Oct 2008 at -22.0%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.
On a daily basis, IWP closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +10.7%, while the worst single day was Mar 16, 2020 at -12.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.94% | 0.81% | -6.27% | 6.39% | 4.83% | -0.68% | 3.69% | ||||||
| 2025 | 6.25% | -5.73% | -7.38% | 3.23% | 9.61% | 4.42% | 1.98% | 1.05% | -0.27% | -0.27% | -2.27% | -1.23% | 8.45% |
| 2024 | -0.57% | 7.46% | 2.37% | -5.87% | 1.14% | 1.64% | 0.57% | 2.52% | 3.23% | 1.72% | 13.38% | -6.22% | 21.86% |
| 2023 | 8.72% | -1.02% | 1.38% | -1.44% | 0.09% | 7.68% | 3.00% | -3.34% | -4.86% | -5.10% | 12.17% | 7.58% | 25.70% |
| 2022 | -12.93% | -1.24% | 1.55% | -11.25% | -3.86% | -7.50% | 12.23% | -3.28% | -8.58% | 7.94% | 5.36% | -6.02% | -26.90% |
| 2021 | -0.38% | 1.71% | -1.82% | 5.47% | -1.45% | 6.77% | 0.96% | 3.28% | -4.95% | 7.14% | -4.30% | 0.36% | 12.60% |
Benchmark Metrics
iShares Russell Mid-Cap Growth ETF has an annualized alpha of 1.63%, beta of 1.06, and R2 of 0.85 versus S&P 500 Index. Calculated based on daily prices since August 01, 2001.
- This ETF captured 117.69% of S&P 500 Index gains and 108.62% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- With beta of 1.06 and R2 of 0.85, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 1.63%
- Beta
- 1.06
- R²
- 0.85
- Upside Capture
- 117.69%
- Downside Capture
- 108.62%
Expense Ratio
IWP has an expense ratio of 0.23%, which is considered low.
Return for Risk
Risk / Return Rank
IWP ranks 13 for risk / return — in the bottom 13% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares Russell Mid-Cap Growth ETF (IWP) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IWP | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.67 | ||
| Sortino ratioReturn per unit of downside risk | -2.13 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.37 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | 0.41 | 2.78 | -2.37 |
| Martin ratioReturn relative to average drawdown | 1.19 | 12.44 | -11.25 |
Dividends
Dividend History
iShares Russell Mid-Cap Growth ETF provided a 0.35% dividend yield over the last twelve months, with an annual payout of $0.49 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.49 | $0.51 | $0.51 | $0.56 | $0.64 | $0.35 | $0.39 | $0.45 | $0.58 | $0.47 | $0.57 | $0.45 |
Dividend yield | 0.35% | 0.37% | 0.40% | 0.54% | 0.77% | 0.30% | 0.38% | 0.59% | 1.02% | 0.78% | 1.16% | 0.98% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Russell Mid-Cap 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 | $0.05 | $0.00 | $0.00 | $0.16 | $0.22 | ||||||
| 2025 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.16 | $0.51 |
| 2024 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.12 | $0.51 |
| 2023 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.15 | $0.56 |
| 2022 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.24 | $0.64 |
| 2021 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.11 | $0.35 |
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 Mid-Cap 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 Mid-Cap Growth ETF was 56.92%, occurring on Nov 20, 2008. Recovery took 541 trading sessions.
The current iShares Russell Mid-Cap Growth ETF drawdown is 2.16%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -56.92%Nov 2008 | 1y 1mo | 2y 1mo | 3y 3moOct 2007 - Jan 2011 |
Dot-com crash2000–2002 | -39.72%Oct 2002 | 1y 2mo | 1y 1mo | 2y 4moAug 2001 - Dec 2003 |
Bear market2022 | -38.62%Jun 2022 | 7mo 1d | 2y 3mo | 2y 10moNov 2021 - Oct 2024 |
COVID crash2020 | -35.87%Mar 2020 | 1mo 2d | 3mo 17d | 4mo 19dFeb 2020 - Jul 2020 |
2025 selloff2025 | -25.20%Apr 2025 | 1mo 18d | 2mo 26d | 4mo 14dFeb 2025 - Jul 2025 |
Drawdown Indicators
| IWP | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.92% | -56.78% | -0.14% |
Max Drawdown (1Y)Largest decline over 1 year | -14.79% | -9.10% | -5.69% |
Max Drawdown (3Y)Largest decline over 3 years | -25.20% | -18.90% | -6.30% |
Max Drawdown (5Y)Largest decline over 5 years | -38.62% | -25.43% | -13.19% |
Max Drawdown (10Y)Largest decline over 10 years | -38.62% | -33.92% | -4.70% |
Current DrawdownCurrent decline from peak | -2.16% | -1.80% | -0.36% |
Average DrawdownAverage peak-to-trough decline | -9.67% | -10.71% | +1.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.11% | 2.03% | +3.08% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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