Should iShares Russell 2000 ETF (IWM) Be on Your Investing Radar?
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Looking for broad exposure to the Small Cap Blend segment of the US equity market? You should consider the iShares Russell 2000 ETF (IWM), a passively managed exchange traded fund launched on 05/22/2000.The fund is sponsored by Blackrock. It has amassed assets over $73.34 billion, making it one of the largest ETFs attempting to match the Small Cap Blend segment of the US equity market.Why Small Cap BlendThere's a lot of potential to investing in small cap companies, but with market capitalization below $2 billion, that high potential comes with even higher risk.Blend ETFs are aptly named, since they tend to hold a mix of growth and value stocks, as well as show characteristics of both kinds of equities.CostsExpense ratios are an important factor in the return of an ETF and in the long term, cheaper funds can significantly outperform their more expensive counterparts, other things remaining the same.Annual operating expenses for this ETF are 0.19%, putting it on par with most peer products in the space.It has a 12-month trailing dividend yield of 1.13%.Sector Exposure and Top HoldingsETFs offer a diversified exposure and thus minimize single stock risk but it is still important to delve into a fund's holdings before investing. Most ETFs are very transparent products and many disclose their holdings on a daily basis.This ETF has heaviest allocation to the Financials sector--about 18.20% of the portfolio. Industrials and Healthcare round out the top three.Looking at individual holdings, Ftai Aviation Ltd (FTAI) accounts for about 0.59% of total assets, followed by Sprouts Farmers Market Inc (SFM) and Insmed Inc (INSM).The top 10 holdings account for about 3.88% of total assets under management.Performance and RiskIWM seeks to match the performance of the Russell 2000 Index before fees and expenses. The Russell 2000 Index measures the performance of the small capitalization sector of the U.S. equity market.The ETF return is roughly 1.57% so far this year and it's up approximately 16.87% in the last one year (as of 01/06/2025). In the past 52-week period, it has traded between $189.48 and $242.40.The ETF has a beta of 1.16 and standard deviation of 23.05% for the trailing three-year period, making it a medium risk choice in the space. With about 1974 holdings, it effectively diversifies company-specific risk.AlternativesIShares Russell 2000 ETF holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, IWM is an outstanding option for investors seeking exposure to the Style Box - Small Cap Blend segment of the market. There are other additional ETFs in the space that investors could consider as well.The Vanguard Small-Cap ETF (VB) and the iShares Core S&P Small-Cap ETF (IJR) track a similar index. While Vanguard Small-Cap ETF has $63.14 billion in assets, iShares Core S&P Small-Cap ETF has $88.33 billion. VB has an expense ratio of 0.05% and IJR charges 0.06%.Bottom-LinePassively managed ETFs are becoming increasingly popular with institutional as well as retail investors due to their low cost, transparency, flexibility and tax efficiency. They are excellent vehicles for long term investors.To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.Research Chief Names "Single Best Pick to Double"From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.Free: See Our Top Stock And 4 Runners UpWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report iShares Russell 2000 ETF (IWM): ETF Research Reports Insmed, Inc. (INSM): Free Stock Analysis Report Sprouts Farmers Market, Inc. (SFM): Free Stock Analysis Report FTAI Aviation Ltd. (FTAI): Free Stock Analysis Report iShares Core S&P Small-Cap ETF (IJR): ETF Research Reports Vanguard Small-Cap ETF (VB): ETF Research ReportsTo read this article on Zacks.com click here.Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks
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Nachrichten zu Russell Corp.
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Analysen zu Russell Corp.
Datum | Rating | Analyst | |
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19.04.2006 | Russell sell | Ferris Baker Watts | |
19.04.2006 | Russell Downgrade | Caris & Company | |
18.04.2006 | Update Russell Corp.: Sell | Ferris Baker Watts | |
18.04.2006 | Update Russell Corp.: Average | Caris & Company | |
20.01.2006 | Update Russell Corp.: Buy | Sun Trust Robinson Humphrey |
Datum | Rating | Analyst | |
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20.01.2006 | Update Russell Corp.: Buy | Sun Trust Robinson Humphrey | |
15.06.2005 | Update Russell Corp.: Buy | Ferris Baker Watts | |
07.04.2005 | Update Russell Corp.: Above Average | Caris & Company |
Datum | Rating | Analyst | |
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19.04.2006 | Russell Downgrade | Caris & Company | |
18.04.2006 | Update Russell Corp.: Average | Caris & Company |
Datum | Rating | Analyst | |
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19.04.2006 | Russell sell | Ferris Baker Watts | |
18.04.2006 | Update Russell Corp.: Sell | Ferris Baker Watts |
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