iShares Russell 2000 ETF

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Overview

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IWM chart

Full chart

Key stats

Assets under management (AUM)

‪74.78 B‬ USD

Fund flows (1Y)

‪3.44 B‬ USD

Dividend yield (indicated)

1.12%

Discount/Premium to NAV

−0.02%

Shares outstanding

‪329.70 M‬

Expense ratio

0.19%

About iShares Russell 2000 ETF

Issuer

BlackRock, Inc.

Brand

iShares

Home page

ishares.com

Inception date

May 22, 2000

Structure

Open-Ended Fund

Index tracked

Russell 2000

Management style

Passive

Distributes

Capital Gains

Max ST capital gains rate

39.60%

Max LT capital gains rate

20.00%

Tax on distributions

Qualified dividends

Primary advisor

BlackRock Fund Advisors

Distributor

BlackRock Investments LLC

IWM is among the best choices in the crowded US small-cap field. The fund tracks the popular Russell 2000 index. IWM's broad basket makes it one of the most diversified funds in the segment. Notably, the fund delves into micro-cap territory, and has often been riskier than our neutral benchmark (as measured by beta) as a consequence. However, including micro-caps is a valid and possibly desirable approach to small-caps, and IWM looks reasonably similar to the benchmark in most other respects.