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  • ETF
  • IWM
    Pricing Data
    Change: $0.5 (-0.0%)
    Time: 07/13/18
    Previous Close: $167.92
  • Category
  • Small Cap Growth Equities
Last Updated:



Trading Data

Open: - Volume -
Day Lo - Day Hi -
  • 52 Week Lo: $132.51
  • 52 Week Hi: $169.87
  • AUM: $47,182.2 M
  • Shares: 281.6 M

Investment Themes

Historical Trading Data

  • 1 Month Avg. Volume: 22,447,336
  • 3 Month Avg. Volume: 19,360,094

Alternative ETFs in the Small Cap Growth Equities Category

Type Ticker Expense Ratio Assets Avg. Daily Vol YTD Return
Largest (AUM)
Most Liquid (Volume)
Top YTD Performer

Analyst Report

This ETF is one of several offering exposure to the Russell 2000 Index, a widely followed measure of small cap U.S. stocks. Given this investment objective, IWM may be useful in a number of different ways; more active investors may use this fund as a way to establish short-term exposure to a risky asset class when risk tolerance is expected to climb, while IWM can also be appealing as a way of accessing an asset class that should be included in any long-term, buy-and-hold portfolio. IWM has appeal as a portfolio "building block" thanks to the balanced nature of the underlying portfolio and the relative cost efficiency offered. Every sector of the U.S. economy is well represented in the underlying portfolio, and no one stock accounts for a significant portion of assets. Moreover, IWM is relatively cheap, and the ability to trade commission free on Fidelity platforms may enhance the value proposition. However, it should be noted that Vanguard's VTWO is linked to the exact same index (the Russell 2000), but charges a significantly lower expense ratio. For investors concerned about minimizing costs, that Vanguard fund may be a better choice.

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Realtime Rating

Realtime Rating Summary

The adjacent table gives investors an individual Realtime Rating for IWM on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Small Cap Growth Equities with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a . To view information on how the ETFdb Realtime Ratings work, click here.

Compare to another ETF

View the Category Report

IWM Overall Realtime Rating:

A+ Overall Rated ETF:

Metric Metric Realtime Rating A+ Metric Rated ETF
Liquidity A+ n/a
Expenses A- n/a

Knowledge Centers

IWM In-Depth Analysis

The following tables and charts contain in-depth metrics for this ETF and compare it to similar peer ETFs within its Category.

IWM Holdings

Filings Data as of: Jul 13, 2018

Concentration Analysis

This section compares how balanced and deep this ETF is relative to the peer group Category.

Number of Holdings
Category Low
Category High
% Assets in Top 10
Category Low
Category High
% Assets in Top 15
Category Low
Category High
% Assets in Top 50
Category Low
Category High

Asset Allocation

Asset Percentage
Common equity 99.82%
ETF Cash Component 0.18%

Sector Breakdown

Sector Percentage
Financials 16.15%
Healthcare 15.13%
Technology 14.68%
Industrials 14.48%
Consumer, Cyclical 13.41%
Real Estate 7.83%
Energy 4.51%
Basic Materials 4.38%
Utilities 3.15%
Consumer, Non-Cyclical 2.75%
Other 2.63%
Telecommunications 0.74%
ETF Cash Component 0.18%

Market Cap Breakdown

Market Cap Percentage
Small cap 58.97%
Micro cap 34.94%
Mid cap 5.9%
ETF Cash Component 0.18%
Unknown 0.01%

Region Breakdown

Region Percentage
North America 97.04%
Europe 2.39%
Latin America 0.23%
Asia 0.16%
Asia-Pacific 0.15%
Middle East 0.02%

Market Tier Breakdown

Region Percentage
United States 96.85%
Developed Markets (ex-US) 2.63%
Emerging Markets 0.32%
Not-designated 0.21%

Country Breakdown

Country Percentage
United States 96.85%
United Kingdom 1.8%
Canada 0.19%
Netherlands 0.15%
Mexico 0.14%
Ireland 0.14%
Switzerland 0.12%
Monaco 0.11%
Australia 0.08%
Puerto Rico 0.07%
Thailand 0.06%
China 0.04%
South Korea 0.04%
Japan 0.04%
Panama 0.03%
Singapore 0.03%
France 0.03%
Belgium 0.02%
Israel 0.02%
India 0.02%
Czech Republic 0.02%
Luxembourg 0.01%
Malaysia 0.0%

IWM Expenses & Fees

This section compares the cost efficiency of this ETF to peers in the same Category.

IWM Performance

This section shows how this ETF has performed relative to its peer group Category.

1 Week Return
Category Low
Category High
4 Week Return
Category Low
Category High
13 Week Return
Category Low
Category High
26 Week Return
Category Low
Category High
Year to Date Return
Category Low
Category High
1 Year Return
Category Low
Category High
3 Year Return
Category Low
Category High
5 Year Return
Category Low
Category High

IWM Fund Flows

This section compares the fund flows of this ETF to peers in the same Category.

1 Week Fund Flow
‑$1,237.6 M
Category Low
Category High
4 Week Fund Flow
‑$541.3 M
Category Low
Category High
13 Week Fund Flow
$968.1 M
Category Low
Category High
26 Week Fund Flow
$2,055.7 M
Category Low
Category High
Year to Date Fund Flow
$1,287.8 M
Category Low
Category High
1 Year Fund Flow
$3,686.4 M
Category Low
Category High
3 Year Fund Flow
$5,157.3 M
Category Low
Category High
5 Year Fund Flow
$5,161.5 M
Category Low
Category High

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The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.

The following chart also includes the option to compare the performance of IWM relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.

IWM Valuation

This section shows how the P/E multiple of this ETF compares to the peer group Category.

P/E Ratio
Category Low
Category High

IWM Technicals

Volatility Analysis

This section shows how the volatility of this ETF compares to the peer group Category.

5 Day Volatility
Category Low
Category High
20 Day Volatility
Category Low
Category High
50 Day Volatility
Category Low
Category High
200 Day Volatility
Category Low
Category High
Category Low
Category High
Standard Deviation
Category Low
Category High


  • 20 Day MA: $166.57
  • 60 Day MA: $162.05
  • MACD 15 Period: 1.35
  • MACD 100 Period: 8.89
  • Williams % Range 10 Day: 30.73
  • Williams % Range 20 Day: 29.90
  • RSI 10 Day: 55
  • RSI 20 Day: 57
  • RSI 30 Day: 58
  • Ultimate Oscillator: 57

Bollinger Brands

  • Lower Bollinger (10 Day): $162.89
  • Upper Bollinger (10 Day): $170.47
  • Lower Bollinger (20 Day): $162.68
  • Upper Bollinger (20 Day): $170.31
  • Lower Bollinger (30 Day): $162.63
  • Upper Bollinger (30 Day): $169.70

Support & Resistance

  • Support Level 1: $166.98
  • Support Level 2: $166.55
  • Resistance Level 1: $168.29
  • Resistance Level 2: $169.17


  • Stochastic Oscillator %D (1 Day): 38.49
  • Stochastic Oscillator %D (5 Day): 48.13
  • Stochastic Oscillator %K (1 Day): 52.63
  • Stochastic Oscillator %K (5 Day): 61.11

Fact Sheet

Fact sheets are issued by the ETF provider and framed by Information contained within the fact sheet is not guaranteed to be timely or accurate.

Source: LSEG Information Services (US), Inc. (“LSEG”) © LSEG 2016. All rights in the XTF data, ratings and / or underlying data contained in this communication (“the XTF information”) vest in LSEG and/or its licensors. Neither LSEG nor its licensors accept any liability arising out of the use of, reliance on or any errors or omissions in the XTF information. No further distribution of the XTF information is permitted without LSEG’s express written consent. LSEG does not promote, sponsor or endorse the content of this communication.

Copyright MSCI ESG Research LLC [2018]. All Rights Reserved. MSCI ESG Research LLC’s (“MSCI ESG”) Fund Metrics products (the “Information”) provide environmental, social and governance data with respect to underlying securities within more than 23,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted, to nor received approval from, the US SEC or any other regulatory body. None of the information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information. All Information is provided solely for your internal use, and may not be reproduced or redisseminated in any form without express prior written permission from MSCI. Neither MSCI ESG nor any of its affiliates or any third party involved in or related to creating any Information makes any express or implied warranties, representations or guarantees, and in no event will MSCI ESG or any such affiliate or third party have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) relating to any Information. More information on MSCI ESG Fund Metrics, provided by MSCI ESG Research LLC, can be found at