iShares Russell 2000 ETF
IWM US IndexUpdated: Jul 5, 2026, 21:17 UTC
Key Metrics
Top 10 Holdings
| Holding | Ticker | Weight | Bar |
|---|---|---|---|
| Bloom Energy Corp Class A | BE | 1.82% | |
| Credo Technology Group Holding Ltd | CRDO | 1.12% | |
| Sterling Infrastructure Inc | STRL | 0.75% | |
| IonQ Inc Class A | IONQ | 0.73% | |
| Fabrinet | FN | 0.69% | |
| Nextpower Inc Class A | NXT | 0.67% | |
| Coeur Mining Inc | CDE | 0.58% | |
| TTM Technologies Inc | TTMI | 0.52% | |
| EchoStar Corp Class A | ECHO | 0.51% | |
| Guardant Health Inc | GH | 0.47% |
Sector Allocation
About This ETF
The iShares Russell 2000 ETF (IWM) is a US Index ETF with an expense ratio (TER) of 0.19% and $80.9B in assets under management., with its largest holdings being Bloom Energy Corp Class A, Credo Technology Group Holding Ltd, Sterling Infrastructure Inc. The ETF currently yields 0.87% in dividends. Year-to-date, IWM has returned +20.11%.
The fund generally invests at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index (i.e., depositary receipts representing securities of the underlying index) and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.
FAQ — IWM
What is the TER of IWM (iShares Russell 2000 ETF)?
IWM has a Total Expense Ratio (TER) of 0.19 % per year. That sits above the us index category median (0.05 % across 14 peer ETFs). The TER is deducted directly from the fund and lowers your effective return.
What return has IWM delivered?
Performance for IWM: YTD: +20.11 % · 3-year p.a.: +18.00 % · 5-year p.a.: +6.69 %. Over 5 years, IWM underperforms the us index category median of +12.07 % by -5.38 pp. Past performance is no guarantee of future returns.
What are the top holdings of IWM?
The five largest positions in IWM are: BE, CRDO, STRL, IONQ, FN. The full holdings list is updated daily on this page.
Does IWM pay dividends?
IWM has a current dividend yield of 0.87 %. Distributing ETFs pay this out in cash; accumulating versions reinvest it inside the fund. Check the share class on your broker before buying.
Where can I buy or set up a savings plan for IWM?
IWM is available at most major brokers. For a free monthly savings plan from €1, look at Trade Republic, Scalable Capital or Flatex. The broker comparison on this site shows fees, free-savings-plan ETFs and execution exchanges side by side.
What is the iShares Russell 2000 ETF?
The iShares Russell 2000 ETF (IWM) tracks the Russell 2000, the leading benchmark for US small-cap stocks. With roughly $76.9B in assets under management, it bundles thousands of smaller US-listed companies into a single security. This gives investors broadly diversified exposure to a dynamic, often domestically focused corner of the US economy. At an expense ratio of 0.19%, the fund is among the low-cost, highly liquid building blocks investors use to add a dedicated small-cap allocation to their portfolios.
Performance Overview
Across the periods on file, the fund returned 17.59% year to date, 19.55% over three years, and 6.48% over five years. The softer five-year figure reflects stretches when small caps lagged large-cap leaders before recently regaining ground. Key drivers include interest-rate expectations, the pace of US economic growth, and investor risk appetite, since small caps tend to react more strongly to domestic conditions than multinational mega-caps. The price sits near its 52-week high of $292.74. The fund yields 0.91%, so total returns come mostly from price appreciation rather than income.
Risk Profile
Small caps typically swing more than large-cap stocks and are more sensitive to economic cycles, funding conditions, and liquidity squeezes. With weightings led by industrials (17.68%), technology (17.08%), healthcare (16.49%), and financial services (15.69%), the fund is broad but cyclically tilted.
- Currency risk: The fund is denominated in US dollars. For euro-area investors, a weaker dollar can erode returns, while a stronger dollar can enhance them.
- Volatility risk: The price is near its 52-week high; pullbacks toward the $202.67 low are possible.
- Economic risk: Small caps often carry more leverage and are more rate-sensitive.
Who Is It Suitable For?
The iShares Russell 2000 ETF suits long-term investors with a horizon of at least seven to ten years who want to add a deliberate small-cap component to a core portfolio and can tolerate interim swings. It works well as a complement to a large-cap building block, broadening diversification across company size.
It is less appropriate for conservative investors with a short horizon, for those seeking steady income (the yield is just 0.91%), and for anyone unwilling to bear US-dollar exchange-rate risk. It is not a substitute for a broadly diversified global or large-cap portfolio; rather, it complements one as a satellite holding.
How It Compares to Similar ETFs
In the US small-cap space, the iShares Russell 2000 ETF faces several peers:
- Vanguard Russell 2000 ETF (VTWO): tracks the same index, usually at an even lower expense ratio, though with lower trading volume.
- iShares Core S&P Small-Cap ETF (IJR): follows the S&P SmallCap 600, which applies a profitability screen and therefore holds a somewhat different mix.
- Vanguard Small-Cap ETF (VB): covers a broader range of small- and mid-sized names and holds more constituents.
At a 0.19% expense ratio, IWM is solidly positioned, and its deep liquidity is a particular advantage for active traders.
Where can I buy IWM?
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