Ishares Russell 2000 Index ETF Investment Guide

The iShares Russell 2000 Index ETF is a popular investment option for those looking to tap into the US small-cap market. It tracks the Russell 2000 Index, which consists of approximately 2,000 small-cap stocks.

The ETF has a low expense ratio of 0.19%, making it an attractive option for cost-conscious investors. This low cost can help investors keep more of their returns.

The iShares Russell 2000 Index ETF has a broad diversification of holdings, with a mix of industries and sectors represented. This can help reduce risk and increase potential returns.

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The iShares Russell 2000 ETF is a popular investment option with a long history. It was first introduced on May 22, 2000.

The fund is advised by BlackRock, a well-established and reputable financial institution. Its manager is Greg Savage.

Here are some key details about the fund:

The iShares Russell 2000 Index ETF has shown some impressive returns over the years, but also some not-so-impressive ones. It's essential to take a closer look at its performance to understand its potential as an investment.

In terms of trailing returns, the ETF has had a 1.8% annualized return over the past three years, which is a relatively modest gain. However, it's worth noting that this is still higher than the category's return low of -12.8%.

Here's a breakdown of the ETF's trailing returns over different periods:

Looking at the calendar-year returns, the ETF had a 20.0% return in 2020, which is a significant gain. However, this is also an outlier compared to the category's return low of -50.5% in the same year.

In the world of investing, it's essential to understand how your investments are performing compared to the broader market. This is where Total Return Ranking comes in – a metric that helps you gauge your investment's performance against its peers.

The IWM Return, which represents the total return of the iShares Russell 2000 ETF, has had its share of ups and downs. In 2022, the IWM Return plummeted to -20.5%, making it one of the worst-performing years in recent history.

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To put this in perspective, the Category Return Low in 2022 was a staggering -45.2%, while the Category Return High was a whopping 123.7%. This means that the IWM Return was actually a relatively strong performer compared to its peers.

The IWM Return has also been ranked against its category, with the Rank in Category (%) giving you an idea of where your investment stands. In 2022, the IWM Return ranked 84.53% in its category, indicating that it was a top performer.

Here's a breakdown of the IWM Return's ranking in each year:

By understanding the Total Return Ranking, you can make more informed decisions about your investments and adjust your strategy to optimize your returns.

The small cap stocks, represented by the Russell 2000, have surged post-election, benefiting from domestic focus and potential regulatory and tax reforms under President Trump.

Over the past year, IWM has returned 13.8%, outperforming the category average and ranking 41.07% in its category. This is a significant improvement from its 1.8% return over the past three years.

The Russell 2000 is trading below its historical P/E average, making it an attractive investment opportunity. This could be a result of Trump's reelection and his pro-business policies, which are expected to boost the M&A market and directly benefit Russell 2000 companies.

If you're considering investing in small caps, it's essential to understand the potential risks involved. Small cap stocks are riskier than large caps, but they also have the potential for higher returns.

Here's a summary of IWM's performance over the past few years:

The fees associated with the iShares Russell 2000 Index ETF are relatively low, with an expense ratio of 0.19% of the fund's assets under management (AUM).

This fee is broken down into several components, including a management fee of 0.19%. To put this into perspective, if you have $10,000 invested in the fund, the management fee would be $19 per year.

The management fee is the largest component of the expense ratio, and it's worth noting that it's relatively low compared to other funds in the same category. In fact, the management fee is ranked 10th in its category, with a low of 0.00% and a high of 1.50%.

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Here's a breakdown of the fees associated with the iShares Russell 2000 Index ETF:

One thing to note is that there is no 12b-1 fee or administrative fee associated with the fund, which can help keep costs low. However, it's worth noting that some investors may be subject to front or deferred loads, which can range from 3.50% to 5.00% of the fund's value.

The iShares Russell 2000 ETF has a day's open price of $225.44, and its day's range is between $223 and $225.575. This means that the price fluctuated within this range during the trading day.

The ETF's day's volume was a significant 29,905,983 shares, indicating a high level of trading activity. Its 52-week range is between $187.525 and $244.98, showing a substantial price variation over the past year.

Here are some key statistics about the ETF's volatility:

Key statistics are an essential part of understanding any investment or financial product. The iShares Russell 2000 ETF has a day's open price of $225.44, which is a significant starting point for any analysis.

The ETF's day's range is between $223 and $225.575, giving us an idea of the volatility of the market. This range is quite narrow, indicating a relatively stable market.

The day's volume of 29,905,983 is a substantial number, suggesting a high level of trading activity. This can be both a good and a bad thing, depending on the context.

The ETF's 52-week range is between $187.525 and $244.98, giving us a sense of the overall market trend. This range is quite wide, indicating a significant amount of fluctuation.

The ETF has a beta of 1.19, which means it is more volatile than the overall market. This is something to consider if you're looking to diversify your portfolio.

Here are some key statistics at a glance:

The ETF's 3-year Sharpe ratio is -0.05 and its 3-year Sortino ratio is -0.08, indicating that it has not performed well in the past three years. This is something to consider if you're looking to invest in this ETF.

The stock sector breakdown is a fascinating aspect of the market. The Industrials sector holds a significant weighting of 15.41%.

The Financial Services sector is closely tied to the overall market, with a weighting of 15.16%. This sector has seen a return low of 0.00% and a return high of 35.52%. Notably, its IWM % Rank is 58.41%.

The Technology sector has a weighting of 13.03%, making it a substantial player in the market. This sector has witnessed impressive returns, with a return high of 43.95% and an IWM % Rank of 64.02%.

The Consumer Cyclical sector has a relatively lower weighting of 9.75%, but it has still managed to deliver significant returns, with a return high of 47.79% and an IWM % Rank of 70.79%.

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