iShares Russell Top 200 Value ETF (IWX)
IWX is a passive ETF by iShares tracking the investment results of the Russell Top 200 Value Index. IWX launched on Sep 22, 2009 and has a 0.20% expense ratio.
ETF Info
US4642894202
464289420
Sep 22, 2009
North America (U.S.)
1x
Russell Top 200 Value Index
Mega-Cap
Blend
Expense Ratio
IWX has an expense ratio of 0.20%, which is considered low.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
iShares Russell Top 200 Value ETF (IWX) returned 3.81% year-to-date (YTD) and 10.34% over the past 12 months. Over the past 10 years, IWX returned 8.75% annually, underperforming the S&P 500 benchmark at 10.69%.
IWX
3.81%
5.78%
-1.50%
10.34%
14.62%
8.75%
^GSPC (Benchmark)
-0.64%
8.97%
-2.62%
11.90%
15.76%
10.69%
Monthly Returns
The table below presents the monthly returns of IWX, 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 | 5.17% | 1.65% | -2.39% | -3.32% | 2.89% | 3.81% | |||||||
| 2024 | 1.13% | 2.96% | 4.95% | -3.67% | 2.88% | -0.62% | 4.70% | 3.00% | 1.15% | -1.07% | 5.93% | -6.62% | 14.89% |
| 2023 | 3.76% | -3.83% | 0.92% | 2.32% | -3.56% | 5.46% | 3.10% | -2.21% | -3.23% | -2.71% | 6.46% | 4.30% | 10.45% |
| 2022 | -1.36% | -1.49% | 2.75% | -5.58% | 1.98% | -7.53% | 5.54% | -2.90% | -8.22% | 10.59% | 6.11% | -3.51% | -5.33% |
| 2021 | -1.23% | 5.00% | 6.56% | 3.39% | 2.46% | -1.12% | 0.87% | 1.89% | -3.38% | 4.92% | -3.83% | 6.33% | 23.33% |
| 2020 | -2.17% | -9.40% | -14.32% | 10.13% | 2.92% | -1.72% | 3.65% | 4.17% | -2.56% | -2.35% | 13.05% | 3.27% | 1.46% |
| 2019 | 6.61% | 3.10% | 0.56% | 3.86% | -6.59% | 6.66% | 1.54% | -2.75% | 3.34% | 1.80% | 3.41% | 2.41% | 25.82% |
| 2018 | 4.41% | -4.22% | -3.23% | 0.48% | 0.28% | 0.12% | 4.21% | 1.50% | 0.46% | -4.00% | 3.39% | -9.21% | -6.53% |
| 2017 | 0.37% | 4.04% | -1.31% | -0.31% | -0.02% | 1.81% | 1.33% | -0.95% | 2.97% | 0.85% | 2.84% | 1.74% | 14.04% |
| 2016 | -5.52% | 0.13% | 6.16% | 1.80% | 1.67% | 0.59% | 2.37% | 0.98% | -0.22% | -1.09% | 5.52% | 2.48% | 15.36% |
| 2015 | -4.44% | 3.96% | -1.79% | 1.62% | 1.18% | -1.67% | 0.32% | -6.29% | -3.41% | 8.96% | 0.19% | -1.51% | -3.69% |
| 2014 | -4.03% | 3.16% | 3.14% | 1.08% | 1.25% | 2.40% | -1.24% | 3.21% | -0.94% | 1.52% | 2.30% | 0.85% | 13.17% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IWX is 70, 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 Top 200 Value ETF (IWX) 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 Top 200 Value ETF provided a 1.83% dividend yield over the last twelve months, with an annual payout of $1.50 per share. The fund has been increasing its distributions for 4 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.50 | $1.56 | $1.49 | $1.35 | $1.26 | $1.23 | $1.52 | $1.27 | $1.11 | $1.05 | $1.15 | $0.97 |
Dividend yield | 1.83% | 1.97% | 2.13% | 2.07% | 1.79% | 2.12% | 2.60% | 2.66% | 2.12% | 2.23% | 2.77% | 2.19% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Russell Top 200 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 | $0.29 | $0.00 | $0.00 | $0.29 | |||||||
| 2024 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.52 | $1.56 |
| 2023 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.45 | $1.49 |
| 2022 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.38 | $1.35 |
| 2021 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.35 | $1.26 |
| 2020 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.32 | $1.23 |
| 2019 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.53 | $1.52 |
| 2018 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.00 | $0.31 | $0.00 | $0.29 | $0.00 | $0.00 | $0.38 | $1.27 |
| 2017 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.00 | $0.29 | $0.00 | $0.26 | $0.00 | $0.00 | $0.29 | $1.11 |
| 2016 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.00 | $0.28 | $0.00 | $0.25 | $0.00 | $0.00 | $0.27 | $1.05 |
| 2015 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.00 | $0.39 | $0.00 | $0.24 | $0.00 | $0.00 | $0.29 | $1.15 |
| 2014 | $0.20 | $0.00 | $0.00 | $0.00 | $0.28 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Russell Top 200 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 Top 200 Value ETF was 35.76%, occurring on Mar 23, 2020. Recovery took 197 trading sessions.
The current iShares Russell Top 200 Value ETF drawdown is 3.33%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.76% | Feb 13, 2020 | 27 | Mar 23, 2020 | 197 | Dec 31, 2020 | 224 |
| -20.52% | May 3, 2011 | 107 | Oct 3, 2011 | 103 | Mar 1, 2012 | 210 |
| -18.13% | Jan 13, 2022 | 180 | Sep 30, 2022 | 202 | Jul 24, 2023 | 382 |
| -17.37% | Jan 29, 2018 | 229 | Dec 24, 2018 | 85 | Apr 29, 2019 | 314 |
| -16.8% | Apr 26, 2010 | 49 | Jul 2, 2010 | 119 | Dec 21, 2010 | 168 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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