#5 - iShares Russell 2000 ETF (NYSEARCA:IWM)
Diversity within stocks is about more than owning stocks in different sectors. It also means choosing diversity in the size of the companies you own. That’s a reason to consider the iShares Russell 2000 ETF (NYSEARCA: IWM). The fund broadly tracks the performance of the Russell 2000 Index which is generally referred to as the small-cap index.
Small-cap stocks can be volatile and have a negative correlation with interest rates. That’s why it was challenging to own small-cap stocks when the Federal Reserve was raising interest rates in 2022 and 2023. Still, in the five years ending February 2025, the fund delivered a total return of around 50%.
The IWM ETF helps smooth out that volatility by providing broad exposure to a variety of sectors. No sector accounts for more than 10% of the weighting inside the fund, and no individual holding accounts for more than 0.5% of the fund. The fund has $71.9 billion of assets under management and has an expense ratio of 0.19%.
About iShares Russell 2000 ETF
iShares Russell 2000 ETF (the Fund) is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Russell 2000 Index (the Index). The Index is a float-adjusted capitalization weighted index that measures the performance of the small-capitalization sector of the United States equity market and includes securities issued by the approximately 2,000 smallest issuers in the Russell 3000 Index.
More- Current Price
- $229.20
- Consensus Rating
- N/A
- Ratings Breakdown
- 0 Buy Ratings, 0 Hold Ratings, 0 Sell Ratings.
- Consensus Price Target
- N/A
