IWM — iShares Russell 2000 ETF

Overview

The iShares Russell 2000 ETF (IWM) is a US Small Cap fund issued by iShares that tracks 120 ETFs across all categories with an overall rank of #30. It holds a B grade with a score of 72.1 out of 100 and manages $83.0 billion in assets while trading at a price of $293.48. The fund charges an expense ratio of 0.19% and offers a dividend yield of 0.68%. Its substantial asset size and high price point suggest significant investor adoption within the category. Among the 5 ETFs ETFValuer tracks in the US Small Cap category, IWM maintains a prominent position relative to its peers. The combination of its large AUM and moderate expense ratio reflects its status as a widely utilized vehicle for small-cap exposure. This data-driven profile places it in the upper tier of the broader tracked universe despite the specific constraints of its category size.

Over the last day, the fund declined by 0.91% before extending losses to 2.32% over the week. A reversal occurred over the month with a gain of 4.45%, followed by a sharp acceleration to 16.32% over three months. This momentum continued into the six-month period with a return of 16.61% and extended to 18.46% year-to-date. The one-year return reached 34.95%, while the three-year total return stands at 57.20%. The data shows a pattern where short-term volatility gave way to sustained growth over longer horizons. Recent performance indicates a strong upward trajectory that has outpaced the initial weekly declines.

The fund carries a Moderate volatility label and a beta of 1.26, indicating higher sensitivity to market movements than the broader benchmark. A Sharpe ratio of 1.53 suggests that the returns generated have been efficient relative to the risk taken during the measured period. However, the maximum drawdown of -27.50% highlights the potential for significant temporary losses during market downturns. This combination of a beta above 1.0 and a deep drawdown implies the fund experiences amplified swings in both rising and falling markets. The high Sharpe ratio contrasts with the severe drawdown, showing that periods of strong gains have historically compensated for the volatility. Investors should expect a profile where large price fluctuations are balanced by periods of substantial appreciation.

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

IWM Top Holdings

Holdings as of 2026-03-31 per the fund's most recent SEC N-PORT-P filing.

Market Backdrop

10-Year Treasury Yield: 4.55% (as of 2026-07-07) — 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): 16.13 (as of 2026-07-07) — 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.

IWM Performance History

How IWM Compares to Other US Small Cap ETFs