evenfolio
iSharesSmall BlendIWM · NYSE Arca

iShares Russell 2000 ETF (IWM)

Price
$288.89
11 Sept 2026
Assets
$80.5B
Total net assets
Expense ratio
0.19%
Category 0.96%
Yield
0.90%
Trailing distributions
3Y CAGR
17.5%+1.7%
Category 15.8%
5Y CAGR
6.8%-0.9%
Category 7.7%
Loading NAV history…
iShares Russell 2000 ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-4.6%-1.2%+17.6%+17.9%+21.2%+17.5%+6.8%+10.5%+8.7%
Small Blend average-4.1%0.0%16.7%16.6%17.0%15.8%7.7%10.5%11.7%
Difference-0.5%-1.2%+1.0%+1.2%+4.2%+1.7%-0.9%0.0%-3.0%

Holdings

The 10 largest positions make up 3.2% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
FROGJFrog Ltd Ordinary Shares0.35%
MOG-AMoog Inc Class A0.34%
XTSLABlackRock Cash Funds Treasury SL Agency0.34%
UMBFUMB Financial Corp0.34%
GKOSGlaukos Corp0.33%
EATBrinker International Inc0.32%
BTSGBrightSpring Health Services Inc0.31%
KRYSKrystal Biotech Inc0.30%
CYTKCytokinetics Inc0.30%
ONBOld National Bancorp0.29%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
17.3
P/B
2.1
P/S
1.3
P/CF
9.7

Sector allocation

Share of the equity the fund holds.

21.0%Health care11 sectors
  1. Health care21.0%
  2. Financial services18.1%
  3. Technology13.8%
  4. Industrials13.2%
  5. Consumer discretionary8.9%
  6. Real estate6.5%
  7. Energy6.5%
  8. Materials4.5%
  9. Utilities2.7%
  10. Consumer staples2.6%
  11. Communication services2.3%

Asset mix

  • Stocks99.5%
  • Cash0.5%

ETF details

Issuer
iShares
Category
Equity · Small Blend
Ticker
IWM
Exchange
NYSE Arca
Inception
22 May 2000 (26.3 years)
Structure
Exchange Traded Fund
Expense ratio
0.19% (category 0.96%)
Holdings turnover
18% (category 61%)
Distribution yield
0.90%
Beta, 3 years
1.24
Total net assets
$80.5B

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

Other small blend ETFs

Other ETFs in the Small Blend category.

Search

Search funds, pages and tools