IWB — iShares Russell 1000 ETF

IWB Price Performance — Growth of $10,000

Value of a $10,000 investment in IWB over time, compared with SPY. Both lines are rebased to $10,000 on the first shared date. Based on total returns — prices are adjusted for dividends and splits, so this assumes distributions were reinvested. Hover or tap the chart for exact values.

IWB Drawdown

The "underwater" chart: IWB's decline from its highest prior value at each point in time. It shows how deep past losses ran and how long the fund took to recover to break-even.

Overview

The iShares Russell 1000 ETF (IWB) is a US Large Cap Blend fund issued by iShares that tracks 19 other ETFs within its specific category. With an asset base of $48.3 billion and a share price of $404.18, the fund demonstrates significant investor adoption relative to its size. It holds an overall rank of #104 out of 458 tracked ETFs across all categories and has received an ETFValuer grade of B with a score of 70.7 out of 100. The fund carries an expense ratio of 0.15% and offers a dividend yield of 0.72%. These metrics position the ETF as a moderately ranked, cost-effective option within the large-cap blend space. The substantial assets under management suggest a high level of liquidity and market presence for this iShares product.

Over the most recent trading day, the fund posted a gain of +0.05% before declining -0.62% over the one-week period. Monthly returns accelerated to +0.68%, followed by a stronger three-month return of +4.41%. The six-month performance showed further momentum with a +7.38% gain, while year-to-date returns reached +8.46%. The one-year return extended to +17.13%, and the three-year horizon delivered a cumulative return of +66.02%. This sequence indicates a pattern of short-term fluctuation that transitions into sustained positive growth over longer investment horizons. The data shows a clear divergence between the immediate weekly dip and the robust multi-year appreciation.

The fund is assigned a Low volatility label and maintains a beta of 1.01, suggesting price movements that closely mirror the broader market. A Sharpe ratio of 0.96 indicates the return generated per unit of risk taken is moderate relative to the risk-free rate. The maximum drawdown recorded for the fund stands at -19.09%, reflecting the peak-to-trough decline during a specific period. This combination of a beta near unity and a low volatility label implies the fund generally tracks market swings without extreme amplification. The Sharpe ratio and maximum drawdown figures together suggest the fund has experienced significant declines but has recovered to generate positive risk-adjusted returns over time.

AI-generated summary based on the data on this page.

IWB Top Holdings

Holdings as of 2026-03-31 per the fund's most recent SEC N-PORT-P filing. Top 10 holdings make up 33.6% of net assets — a rough gauge of concentration risk (the higher this figure, the more the fund's return depends on a handful of names). To see how IWB's holdings overlap with other ETFs you own or are considering, check the Stock Overlap tool.

Which Funds Overlap With IWB

Holding two funds that own the same companies adds cost and complexity without adding much diversification. These tracked ETFs share the most names with IWB's top 10 — VTI overlaps most, holding 9 of the same companies as IWB's top 10 (33.6% of IWB's assets).

Compares the top 10 reported holdings of each fund, so it's a floor on true overlap — two S&P 500 trackers overlap ~100% even when only 10 names are listed. Use the Stock Overlap tool to search by individual company.

Market Backdrop

10-Year Treasury Yield: 4.71% (as of 2026-07-23) — The yield on 10-year US Treasury bonds — the standard "risk-free rate" benchmark used to contextualize this fund’s Sharpe ratio and returns.

CBOE Volatility Index (VIX): 18.70 (as of 2026-07-23) — A real-time gauge of expected S&P 500 volatility over the next 30 days — useful context for this fund’s own volatility label.

Federal Funds Rate: 3.63% (as of 2026-06-01) — The Federal Reserve’s target policy rate, which anchors short-term borrowing costs across the economy.

IWB Liquidity, Domicile & Tax Treatment

Liquidity: Quoted bid/ask spread is 0.01% and average daily volume is 617K/day. Tighter spreads and higher volume mean lower round-trip trading costs; this is a live-market snapshot and can widen during volatile sessions. AUM of $48.3B provides ample scale, supporting tight spreads and issuer commitment to keep the fund open.

Domicile & tax treatment: IWB is a US-domiciled, SEC-registered ('40 Act) exchange-traded fund. Dividends and capital gains distributions are reported to US investors on Form 1099-DIV, and the fund is not subject to the PFIC reporting or UCITS-specific rules that apply to Irish- or Luxembourg-domiciled funds. Non-US investors should note that US-domiciled ETFs are generally subject to 30% US withholding tax on dividends (unless reduced by treaty) and to US estate tax exposure on the position — Irish-domiciled UCITS ETFs tracking the same index often avoid both, which is why non-US residents frequently prefer the UCITS equivalent where one exists. This is general information, not tax advice — consult a tax professional for your situation.

IWB Performance History

How IWB Compares to Other US Large Cap Blend ETFs