iShares Russell Top 200 Growth ETF (IWY)
IWY is a passive ETF by iShares tracking the investment results of the Russell Top 200 Growth Index. IWY launched on Sep 22, 2009 and has a 0.20% expense ratio.
ETF Info
| ISIN | US4642894384 |
|---|---|
| CUSIP | 464289438 |
| Issuer | iShares |
| Inception Date | Sep 22, 2009 |
| Region | North America (U.S.) |
| Category | Large Cap Growth Equities |
| Index Tracked | Russell Top 200 Growth Index |
| Home Page | www.ishares.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
IWY has a high expense ratio of 0.20%, indicating higher-than-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: IWY vs. QQQ, IWY vs. VONG, IWY vs. IWF, IWY vs. SCHG, IWY vs. MGK, IWY vs. MLPA, IWY vs. VONV, IWY vs. VONE, IWY vs. SPY, IWY vs. HYGV
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares Russell Top 200 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 Top 200 Growth ETF had a return of 10.16% year-to-date (YTD) and 40.05% in the last 12 months. Over the past 10 years, iShares Russell Top 200 Growth ETF had an annualized return of 16.90%, outperforming the S&P 500 benchmark which had an annualized return of 10.64%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 10.16% | 7.50% |
| 1 month | -0.68% | -1.61% |
| 6 months | 21.71% | 17.65% |
| 1 year | 40.05% | 26.26% |
| 5 years (annualized) | 18.42% | 11.73% |
| 10 years (annualized) | 16.90% | 10.64% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.89% | 6.67% | 1.57% | -3.94% | ||||||||
| 2023 | -0.92% | 10.77% | 4.01% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of IWY is 91, placing it in the top 9% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
iShares Russell Top 200 Growth ETF(IWY)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Russell Top 200 Growth ETF (IWY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares Russell Top 200 Growth ETF granted a 0.61% dividend yield in the last twelve months. The annual payout for that period amounted to $1.17 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.17 | $1.19 | $1.06 | $0.87 | $0.95 | $1.02 | $0.95 | $0.92 | $0.85 | $0.85 | $0.73 | $0.71 |
Dividend yield | 0.61% | 0.68% | 0.88% | 0.50% | 0.71% | 1.06% | 1.32% | 1.26% | 1.51% | 1.58% | 1.44% | 1.56% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.25 | $0.00 | ||||||||
| 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 |
| 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 |
| 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 |
| 2020 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 |
| 2019 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.25 |
| 2018 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.00 | $0.26 | $0.00 | $0.22 | $0.00 | $0.00 | $0.27 |
| 2017 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.00 | $0.25 | $0.00 | $0.20 | $0.00 | $0.00 | $0.28 |
| 2016 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.00 | $0.25 | $0.00 | $0.19 | $0.00 | $0.00 | $0.23 |
| 2015 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.00 | $0.24 | $0.00 | $0.19 | $0.00 | $0.00 | $0.22 |
| 2014 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.21 | $0.00 | $0.17 | $0.00 | $0.00 | $0.19 |
| 2013 | $0.15 | $0.00 | $0.00 | $0.00 | $0.20 | $0.00 | $0.16 | $0.00 | $0.00 | $0.20 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 2.05%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.68% | Dec 28, 2021 | 202 | Oct 14, 2022 | 292 | Dec 13, 2023 | 494 |
| -30.76% | Feb 20, 2020 | 23 | Mar 23, 2020 | 53 | Jun 8, 2020 | 76 |
| -22.16% | Oct 2, 2018 | 58 | Dec 24, 2018 | 81 | Apr 23, 2019 | 139 |
| -15.77% | Jul 25, 2011 | 50 | Oct 3, 2011 | 78 | Jan 25, 2012 | 128 |
| -15.46% | Apr 26, 2010 | 49 | Jul 2, 2010 | 74 | Oct 18, 2010 | 123 |
Volatility
Volatility Chart
The current iShares Russell Top 200 Growth ETF volatility is 5.71%, 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.