iShares Russell 2000 ETF (IWM)

161.74
Delayed Data
As of May 25
 -0.29 / -0.18%
Today’s Change
134.12
Today|||52-Week Range
163.33
+6.09%
Year-to-Date

Investment Objective

The investment seeks to track the investment results of the Russell 2000- Index- which measures the performance of the small-capitalization sector of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures- options and swap contracts- cash and cash equivalents- as well as in securities not included in the underlying index- but which the advisor believes will help the fund track the underlying index.

Performance

1 month+5.03% 3 years+10.70%
3 months+5.37% 5 years+12.13%
1 year+19.12% Since inception+8.49%
Data through 05/26/2018

Quote Details

Previous close$162.03
Open day’s range161.47 – 162.16
Net asset value (NAV)161.87 (05/25/2018)
Daily volume11,150,236
Average volume (3 months)23,045,937
Data as of 8:00pm ET, 05/25/2018

Peer Comparisonvs. Small blend ETFs

 IWMCategory
Performance 5-yr return+12.13%+10.29%
Expense Gross exp ratio0.20%1.18%
Risk 5 year sharpe ratio0.850.80
Net assets$42.1B$1.0B
Average market cap$2.0B$2.9B
Average P/E19.721.0
Dividend / Share--0.09%

Competitors

VB Vanguard Small-Cap Index Fund ETF Shares
SPSM SPDR® Portfolio Small Cap ETF
SCHA Schwab US Small-Cap ETF

Holdings

Top 5 Sectors
Portfolio weighting
Financial service 19.97%
Industrial materials 13.22%
Healthcare 11.12%
Consumer goods 9.13%
Business service 8.86%
Top 10 Holdings
Portfolio weighting
NKTR Nektar Therapeutics0.60%
GRUB GrubHub Inc0.41%
BLUE bluebird bio Inc0.40%
AZPN Aspen Technology Inc0.30%
SAGE SAGE Therapeutics Inc0.29%
-- 0.28%
EHC Encompass Health Corp0.28%
EXAS Exact Sciences Corp0.28%
EPAM EPAM Systems Inc0.27%
CW Curtiss-Wright Corp0.27%