iShares Russell 2000 ETF (IWM): holdings, fees and overlap
iShares Russell 2000 ETF (IWM) is a whole stock market fund run by IShares. It holds 1,984 positions. The expense ratio is 0.19% a year, which is what the fund keeps from every $10,000 invested: about US$19. Assets under management stand at $78.7B. The dividend yield is 0.87%. Winston reads this fund the way it reads a stock: what it owns, what it charges, how much of it overlaps with the other funds on your list, and whether the fee is earning its keep. Members see the full holdings table, the overlap check and the daily paper on every fund they own.
Key Facts
- Issuer: IShares
- Category: Whole stock market
- Asset Class: Stock
- Price: $270.44
- Expense Ratio: 0.19%
- Assets Under Management: $78.7B
- Dividend Yield: 0.87%
- Number of Holdings: 1984
- Inception Date: 2000-05-22
- Currency: USD
Winston Score
iShares Russell 2000 ETF has a Winston Score of 87 out of 100.
Performance
- 1-Year Return: 8.98%
- 3-Year Return: 60.38%
- 5-Year Return: 19.73%
Top Holdings
TWIST BIOSCIENCE (N/A%), MOOG INC CLASS A (N/A%), HUT CORP (N/A%), JFROG (N/A%), UMB FINANCIAL (N/A%)
Sector Breakdown
Cash and/or Derivatives (N/A%), Communication (N/A%), Consumer Discretionary (N/A%), Consumer Staples (N/A%), Energy (N/A%)