IWF — iShares Russell 1000 Growth ETF

IWF Price Performance — Growth of $10,000

Value of a $10,000 investment in IWF 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.

IWF Drawdown

The "underwater" chart: IWF'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 Growth ETF (IWF) is a US Large Cap Growth fund issued by iShares. It holds a position at #250 among 458 tracked ETFs, indicating a moderate ranking. The fund has an expense ratio of 0.18%, which is relatively low, and a dividend yield of 1.25%, providing a modest income stream for investors. With an asset under management (AUM) of $121B, IWF is a substantial fund, suggesting strong investor adoption and liquidity. The price of $122.39 reflects the fund's size and popularity in the market.

Over the past year, the iShares Russell 1000 Growth ETF (IWF) has seen a return of +11.60%, with a more pronounced gain of +81.01% over the past three years. This indicates a strong upward trend in performance, particularly in the long term. However, in the short term, the fund experienced a decline of -2.31% over the past week, suggesting some volatility. The 1-month return of +3.20% shows a slight improvement from the short-term dip, while the 1-day return of +0.47% indicates a recovery in the immediate term. The varying returns across different time horizons suggest that the fund's performance is somewhat cyclical and can experience both short-term fluctuations and long-term growth.

The iShares Russell 1000 Growth ETF (IWF) is categorized as having a moderate volatility label, which aligns with its beta of 1.20, indicating a higher sensitivity to market movements compared to the broader market. The Sharpe ratio of 0.37 suggests that the fund provides a modest risk-adjusted return, meaning that for the level of risk taken, the returns are reasonable but not exceptional. The maximum drawdown of -23.36% reflects the fund's potential for significant losses during market downturns, which is a key risk for investors. Overall, the combination of moderate volatility, a beta slightly above 1, a Sharpe ratio indicating a balanced risk-adjusted return, and a notable drawdown suggests that IWF is suitable for investors who are willing to accept some market risk for the potential of growth, particularly in a bull market environment.

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

IWF Top Holdings

Holdings as of 2026-03-31 per the fund's most recent SEC N-PORT-P filing. Top 10 holdings make up 58.9% 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 IWF's holdings overlap with other ETFs you own or are considering, check the Stock Overlap tool.

Which Funds Overlap With IWF

Holding two funds that own the same companies adds cost and complexity without adding much diversification. These tracked ETFs share the most names with IWF's top 10 — ESGU overlaps most, holding 9 of the same companies as IWF's top 10 (58.9% of IWF'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: 4.69% (as of 2026-08-20) — 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): 16.01 (as of 2026-08-20) — 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 2026-07-01) — The Federal Reserve’s target policy rate, which anchors short-term borrowing costs across the economy.

See it in a portfolio

IWF isn't one of the twelve funds in the portfolio game, but QQQ — Tech — sits in the same category and is. It is an equivalent, not a substitute: different holdings, different fee, different returns.

Free, no sign-up, virtual money only.

IWF Liquidity, Domicile & Tax Treatment

Liquidity: Quoted bid/ask spread is 0.39% and average daily volume is 4.7M/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 $121B provides ample scale, supporting tight spreads and issuer commitment to keep the fund open.

Domicile & tax treatment: IWF 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.

IWF Performance History

How IWF Compares to Other US Large Cap Growth ETFs