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IWM

iShares Russell 2000 ETF

1Y Return
+15.5%
Expense Ratio
0.19%
Dividend Yield
1.15%
AUM
$62.8B
Basic Info
IssuerBlackRock
CategoryTotal Market
Inception Date2000-05-22

Tracks the Russell 2000 Index, investing in U.S. small-cap companies.

Returns & Risk
1Y Return+15.5%
3Y (Ann.)+3.2%
5Y (Ann.)+8.5%
Volatility22.8%
Sharpe Ratio0.52
Max Drawdown-31.2%
Top 10 Holdings
Super Micro Computer
0.8%
AST SpaceMobile
0.6%
Emcor Group
0.5%
Carpenter Technology
0.5%
Powell Industries
0.4%
Fabrinet
0.4%
Mueller Industries
0.4%
FTI Consulting
0.4%
AppLovin
0.4%
Sarepta Therapeutics
0.3%
Sector Allocation
Financials
18.5%
Healthcare
15.2%
Technology
14.8%
Industrials
14.2%
Consumer
10.5%
Energy
7.8%
Materials
5.2%
Real Estate
5.8%
Utilities
4.2%
Communication
3.8%
Historical Annual Returns
Annual returns over the past 6 years
20%-20%
+20.0%
2020
+14.8%
2021
-20.4%
2022
+16.9%
2023
+11.5%
2024
+0.5%
2025
AI Analysis

IWM each have distinct characteristics. IWM led with a 1-year return of +15.5%, while IWM returned +15.5%. IWM has the lowest expense ratio at 0.19%. See detailed comparison below.

Investor Profile

Conservative: Focus on low-volatility, high-dividend ETFs. Keep total allocation under 60% of portfolio Aggressive: Core position in IWM (50%) with diversified allocation for the rest Moderate: 30-40% per ETF with periodic rebalancing

Risk Warning

The highest volatility reaches 22.8%, meaning potential drawdowns exceeding 34% in a single year. Historical max drawdown reached -31.2% — prepare both mentally and financially. Past performance does not guarantee future results. Make decisions based on your financial situation and risk tolerance