IWX
iShares Russell Top 200 Value ETF
1 year +30.6%Assets$3.86BiShares
Fee0.21%a year
Yield1.4%NA
This year+24.2%
5 years+12.1%a year on average
Components152top 10: 40%
Returns
This year
+24.2%
1 year
+30.6%
3 years, yearly
+23.4%
5 years, yearly
+12.1%
10 years, yearly
+12.7%
The fund's own total return. Volatility 11.9% over one year, 11.2% over three; Sharpe ratio over three years 1.31.
Sectors
Technology23.0%
Financial Services18.1%
Healthcare14.2%
Consumer Cyclicals11.4%
Consumer Defensive8.5%
Industrials7.4%
Energy6.3%
Communication Services3.4%
Basic Materials2.5%
Utilities2.4%
Real Estate1.8%
Regions
North America100.0%
Europe Developed0.5%
Asset classes
Stock US97.1%
Stock non-US0.5%
Cash0.3%
About the fund
- Issuer
- iShares
- Since
- 2009-09-22
- Listed on
- NYSE ARCA
- ISIN
- US4642894202
- Turnover
- 18% a year
The underlying index measures the performance of equity securities of Russell Top 200 Index issuers with lower price-to-book ratios, lower sales-per-share historical growth and lower forecasted growth relative to all securities in the Russell Top 200 Index. BFA uses a representative sampling indexing strategy to manage the fund.
From the market data provider's fund data, read 2026-10-25. Returns are the fund's own; past returns say nothing certain about future ones. None of this is advice.