- ISIN
- US4642894384
- CUSIP
- 464289438
- Issuer
- iShares
- Inception Date
- Sep 22, 2009
- Region
- North America (U.S.)
- Category
- Large Cap Growth Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- Russell Top 200 Growth Index
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
- Assets Under Management
- $18B
Share Price Chart
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Performance
IWY Performance Chart
iShares Russell Top 200 Growth ETF (IWY) is up 4.1% since the beginning of the year. IWY is currently trading at $288 per share. Investors who bought $1,000 worth of IWY shares 5 years ago would now be looking at an investment worth $2,079.
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Returns By Period
iShares Russell Top 200 Growth ETF (IWY) has returned 4.09% so far this year and 23.50% over the past 12 months.
iShares Russell Top 200 Growth ETF
- 1D
- -3.23%
- 1M
- 0.51%
- YTD
- 4.09%
- 6M
- 3.11%
- 1Y
- 23.50%
- 3Y*
- 24.28%
- 5Y*
- 15.76%
- 10Y*
- 19.21%
Benchmark (S&P 500 Index)
- 1D
- -2.64%
- 1M
- 0.25%
- YTD
- 7.86%
- 6M
- 7.47%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IWY Monthly Returns History
Based on dividend-adjusted daily data since Sep 28, 2009, IWY's average daily return is +0.07%, while the average monthly return is +1.42%. At this rate, an investment would double in approximately 4.1 years.
Historically, 64% of months were positive and 36% were negative. The best month was Apr 2020 with a return of +14.3%, while the worst month was Apr 2022 at -12.4%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.
On a daily basis, IWY closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +11.4%, while the worst single day was Mar 16, 2020 at -11.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.68% | -3.67% | -5.06% | 12.11% | 7.51% | -3.96% | 4.09% | ||||||
| 2025 | 1.28% | -3.31% | -8.35% | 1.53% | 8.27% | 6.42% | 3.68% | 1.11% | 6.00% | 3.90% | -1.93% | -0.58% | 18.19% |
| 2024 | 2.89% | 6.67% | 1.57% | -3.94% | 6.79% | 7.28% | -2.05% | 2.02% | 2.79% | -0.64% | 5.74% | 1.87% | 34.89% |
| 2023 | 8.26% | -1.36% | 8.15% | 1.55% | 5.60% | 6.59% | 3.49% | -0.55% | -5.56% | -0.92% | 10.77% | 4.01% | 46.49% |
| 2022 | -7.80% | -4.86% | 4.63% | -12.43% | -2.05% | -7.97% | 11.98% | -5.05% | -10.02% | 5.42% | 4.26% | -8.02% | -29.91% |
| 2021 | -0.86% | -0.43% | 2.62% | 7.01% | -1.31% | 6.12% | 3.82% | 3.84% | -5.82% | 9.02% | 1.83% | 2.42% | 31.05% |
Benchmark Metrics
iShares Russell Top 200 Growth ETF has an annualized alpha of -4.93%, beta of 1.23, and R2 of 0.88 versus S&P 500 Index. Calculated based on daily prices since September 29, 2009.
- This ETF participated in 144.38% of S&P 500 Index downside but only 117.25% of its upside - more exposed to losses than it benefited from rallies.
- This ETF had an annualized alpha of -4.93% versus S&P 500 Index - delivering less than market exposure alone would predict.
- Alpha
- -4.93%
- Beta
- 1.23
- R²
- 0.88
- Upside Capture
- 117.25%
- Downside Capture
- 144.38%
Expense Ratio
IWY has an expense ratio of 0.20%, which is considered low.
Return for Risk
Risk / Return Rank
IWY ranks 40 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 Top 200 Growth ETF (IWY) and compare them to S&P 500 Index.
| IWY | 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 | 1.42 | — | — |
| Martin ratioReturn relative to average drawdown | 4.62 | — | — |
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 Top 200 Growth ETF provided a 0.34% dividend yield over the last twelve months, with an annual payout of $0.97 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.97 | $1.01 | $1.00 | $1.19 | $1.06 | $0.87 | $0.95 | $1.02 | $0.94 | $0.92 | $0.85 | $0.85 |
Dividend yield | 0.34% | 0.36% | 0.42% | 0.68% | 0.88% | 0.50% | 0.71% | 1.06% | 1.32% | 1.26% | 1.51% | 1.58% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Russell Top 200 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 | $0.20 | $0.00 | $0.00 | $0.00 | $0.20 | ||||||
| 2025 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.27 | $1.01 |
| 2024 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.25 | $1.00 |
| 2023 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.39 | $1.19 |
| 2022 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.30 | $1.06 |
| 2021 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.23 | $0.87 |
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 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 Top 200 Growth ETF was 32.68%, occurring on Oct 14, 2022. Recovery took 292 trading sessions.
The current iShares Russell Top 200 Growth ETF drawdown is 4.67%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -32.68%Oct 2022 | 9mo 20d | 1y 2mo | 1y 11moDec 2021 - Dec 2023 |
COVID crash2020 | -30.76%Mar 2020 | 1mo 2d | 2mo 17d | 3mo 19dFeb 2020 - Jun 2020 |
2025 selloff2025 | -23.22%Apr 2025 | 3mo 22d | 2mo 20d | 6mo 12dDec 2024 - Jun 2025 |
Rate-hike selloffLate 2018 | -22.16%Dec 2018 | 2mo 23d | 4mo | 6mo 23dOct 2018 - Apr 2019 |
2026 correction2026 | -16.63%Mar 2026 | 5mo 1d | 1mo 9d | 6mo 10dOct 2025 - May 2026 |
Drawdown Indicators
| IWY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.68% | -9.10% | -23.58% |
Max Drawdown (1Y)Largest decline over 1 year | -16.63% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -23.22% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -32.68% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -32.68% | — | — |
Current DrawdownCurrent decline from peak | -4.67% | -2.97% | -1.70% |
Average DrawdownAverage peak-to-trough decline | -4.75% | -1.13% | -3.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.10% | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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