iShares Russell 2000 ETF (IWM)

Market Price (11/13/2026): $278.88

iShares Russell 2000 ETF (IWM)

Market Price (11/13/2026): $278.88

Key Takeaways

IWM has returned +13.6% YTD vs +11.6% for SPY; +15.1% over the past 12 months (SPY +11.7%). details →
Priced in gold, IWM has returned -14.8% over the past 3 years, vs +69.7% in dollars — its dollar gains have lagged gold. details →
Over the past month, IWM has seen net inflows of +$180M (+0.2% of assets). details →
IWM's portfolio trades at 15.8x forward earnings — a 78% premium to SPY (8.9x). details →
74% of IWM's portfolio (by weight) is currently profitable, vs 98% for SPY. details →

Last updated: 11/12/2026.

Price Chart

ETF Price
Price/Gold

Asset Allocation with IWM

Risk Tolerance:

ConservativeModerateAggressive

Moderate — 55% equity / 25% bonds / 20% alternatives

10Y Return (ann.)

+10.3%

Volatility

14.2%

Sharpe

0.56

YTD

+8.2%

Modeled with monthly rebalancing to target weights; 10-year figures are annualized from monthly returns. Illustrative only — past performance is not indicative of future results.

	ETF	%	1D	1W	1M	YTD
Equity	IWM	25.0%	-1.6%	2.8%	2.6%	13.6%
Bond	BND	50.0%	-0.6%	-1.4%	0.7%	-1.3%
Gold	GLD	10.0%	-2.8%	-5.5%	-5.6%	-10.5%
Commodity	DBC	2.5%	0.2%	-1.8%	-7.2%	38.2%
Real Estate	VNQ	5.0%	-0.6%	0.2%	6.7%	12.1%
Bitcoin	BTCUSD	0.0%	-0.3%	-2.9%	-9.6%	-15.7%
Cash	GOVT	7.5%	-0.5%	-1.4%	0.4%	-1.7%
Conservative Portfolio		100.0%	-1.1%	-0.7%	0.6%	3.1%

	ETF	%	1D	1W	1M	YTD
Equity	IWM	55.0%	-1.6%	2.8%	2.6%	13.6%
Bond	BND	25.0%	-0.6%	-1.4%	0.7%	-1.3%
Gold	GLD	7.0%	-2.8%	-5.5%	-5.6%	-10.5%
Commodity	DBC	4.0%	0.2%	-1.8%	-7.2%	38.2%
Real Estate	VNQ	5.0%	-0.6%	0.2%	6.7%	12.1%
Bitcoin	BTCUSD	2.0%	-0.3%	-2.9%	-9.6%	-15.7%
Cash	GOVT	2.0%	-0.5%	-1.4%	0.4%	-1.7%
Moderate Portfolio		100.0%	-1.3%	0.6%	1.1%	8.2%

	ETF	%	1D	1W	1M	YTD
Equity	IWM	80.0%	-1.6%	2.8%	2.6%	13.6%
Bond	BND	5.0%	-0.6%	-1.4%	0.7%	-1.3%
Gold	GLD	3.0%	-2.8%	-5.5%	-5.6%	-10.5%
Commodity	DBC	2.2%	0.2%	-1.8%	-7.2%	38.2%
Real Estate	VNQ	4.5%	-0.6%	0.2%	6.7%	12.1%
Bitcoin	BTCUSD	5.2%	-0.3%	-2.9%	-9.6%	-15.7%
Cash	GOVT	0.0%	-0.5%	-1.4%	0.4%	-1.7%
Aggressive Portfolio		100.0%	-1.5%	1.8%	1.6%	11.1%

	ETF	%	Return	Volatility	Sharpe
Equity	IWM	25.0%	10.5%	22.4%	0.48
Bond	BND	50.0%	1.3%	5.5%	-0.30
Gold	GLD	10.0%	11.1%	16.5%	0.48
Commodity	DBC	2.5%	7.6%	17.5%	0.35
Real Estate	VNQ	5.0%	6.2%	17.6%	0.28
Bitcoin	BTCUSD	0.0%	58.4%	76.4%	0.91
Cash	GOVT	7.5%	0.4%	5.3%	-0.50
Conservative Portfolio		100.0%	5.6%	8.1%	0.35

	ETF	%	Return	Volatility	Sharpe
Equity	IWM	55.0%	10.5%	22.4%	0.48
Bond	BND	25.0%	1.3%	5.5%	-0.30
Gold	GLD	7.0%	11.1%	16.5%	0.48
Commodity	DBC	4.0%	7.6%	17.5%	0.35
Real Estate	VNQ	5.0%	6.2%	17.6%	0.28
Bitcoin	BTCUSD	2.0%	58.4%	76.4%	0.91
Cash	GOVT	2.0%	0.4%	5.3%	-0.50
Moderate Portfolio		100.0%	10.3%	14.2%	0.56

	ETF	%	Return	Volatility	Sharpe
Equity	IWM	80.0%	10.5%	22.4%	0.48
Bond	BND	5.0%	1.3%	5.5%	-0.30
Gold	GLD	3.0%	11.1%	16.5%	0.48
Commodity	DBC	2.2%	7.6%	17.5%	0.35
Real Estate	VNQ	4.5%	6.2%	17.6%	0.28
Bitcoin	BTCUSD	5.2%	58.4%	76.4%	0.91
Cash	GOVT	0.0%	0.4%	5.3%	-0.50
Aggressive Portfolio		100.0%	14.7%	20.1%	0.64

Figures are on an annualized basis, based on monthly return data for the last 10 years

	ETF	%	Inflation Shock	Covid Pandemic	2018 Correction
Equity	IWM	25.0%	-22.3%	-38.4%	-26.0%
Bond	BND	50.0%	-14.2%	-2.2%	1.3%
Gold	GLD	10.0%	-7.7%	-6.3%	5.0%
Commodity	DBC	2.5%	20.5%	-23.7%	-17.5%
Real Estate	VNQ	5.0%	-29.8%	-41.6%	-11.1%
Bitcoin	BTCUSD	0.0%	-56.0%	-33.5%	-37.4%
Cash	GOVT	7.5%	-12.4%	4.4%	1.6%
Conservative Portfolio		100.0%	-15.3%	-13.7%	-6.2%

	ETF	%	Inflation Shock	Covid Pandemic	2018 Correction
Equity	IWM	55.0%	-22.3%	-38.4%	-26.0%
Bond	BND	25.0%	-14.2%	-2.2%	1.3%
Gold	GLD	7.0%	-7.7%	-6.3%	5.0%
Commodity	DBC	4.0%	20.5%	-23.7%	-17.5%
Real Estate	VNQ	5.0%	-29.8%	-41.6%	-11.1%
Bitcoin	BTCUSD	2.0%	-56.0%	-33.5%	-37.4%
Cash	GOVT	2.0%	-12.4%	4.4%	1.6%
Moderate Portfolio		100.0%	-18.4%	-25.7%	-15.6%

	ETF	%	Inflation Shock	Covid Pandemic	2018 Correction
Equity	IWM	80.0%	-22.3%	-38.4%	-26.0%
Bond	BND	5.0%	-14.2%	-2.2%	1.3%
Gold	GLD	3.0%	-7.7%	-6.3%	5.0%
Commodity	DBC	2.2%	20.5%	-23.7%	-17.5%
Real Estate	VNQ	4.5%	-29.8%	-41.6%	-11.1%
Bitcoin	BTCUSD	5.2%	-56.0%	-33.5%	-37.4%
Cash	GOVT	0.0%	-12.4%	4.4%	1.6%
Aggressive Portfolio		100.0%	-22.6%	-35.2%	-23.5%

The table shows the return of different asset classes during market crises - specifically during the period where the S&P fell and bottomed

Learn More →

Tailored Asset Allocation
[1] Personalized 5 Level Risk Tolerance Assessment
[2] Asset Allocation for My Risk Tolerance

Learn More →

Protect Wealth
[1] Defensive Portfolios
[2] Tax-Efficient Strategies

Valuation & Yield

	Forward [4,5]	Now	Historical (CYE & TTM)
	11/30/27	11/13/26	2025	2024	2023	2022	2021
Share Price CYE		$278.44	$245.14	$217.60	$195.36	$167.22	$210.30
Dividend/Share TTM		$1.98	$2.55	$2.53	$2.70	$2.58	$2.09
Valuation [1]
P/S	1.28	1.39	1.35	1.23	1.24	1.21	2.12
P/E		15.95	16.88	16.05	14.45	11.45	15.67
P/E (Non-GAAP) [2]	15.84	19.24	19.53	20.21	21.48	13.49	22.50
P/FCF		24.08	26.29	72.14	40.32	—	—
Yields TTM
Earnings Yield	6.31%	6.27%	5.92%	6.23%	6.92%	8.73%	6.38%
Dividend Yield	0.71%	0.71%	1.04%	1.16%	1.38%	1.55%	0.99%
Total Yield (TY)	7.02%	6.98%	6.97%	7.39%	8.31%	10.28%	7.38%
Risk Premium [3]
Risk Free Rate (Rf)	4.98%	4.98%	4.18%	4.58%	3.88%	3.88%	1.52%
Risk Prem. (TY - Rf)	2.04%	2.00%	2.79%	2.81%	4.43%	6.40%	5.86%
Growth Rates [6]
Sales Growth	6.0%	7.9%	5.1%	2.4%	-3.5%	15.3%
Earnings Growth [7]		41,786.1%	-0.7%	-58.2%	-37.2%	-38.8%

[1] P/E uses the aggregate method over profitable constituents; P/FCF aggregates net free cash flow across all constituents (negative-FCF names reduce it); P/S uses all constituents. Ratios reflect current ETF holdings at current weights. P/FCF has no Forward column (no analyst FCF estimate).
[2] P/E (Non-GAAP) uses analyst consensus net income (adjusted basis) for all periods. The standard P/E row above uses GAAP net income.
[3] The premium above the risk free rate (US 10Y) offered by the investment. Negative premiums can indicate stretched valuations.
Show more

Highlights

YIELD

IWM's earnings yield is 6.27%, based on its 16.0x trailing P/E. With a 0.71% dividend yield, IWM is yielding 6.98% in total.

RISK

Compared to US Treasuries at 4.98%, IWM's total yield implies a reasonable 2.00% risk premium. Risk premiums at this level suggest valuations are not excessive.

FORWARD EXPECTATIONS

Based on analyst estimates, IWM's forward total yield is 7.02%, implying a 2.04% risk premium assuming stable Treasury rates.

Top 20 Holdings for IWM

Total Weights
Top 5: 1.8% | Top 10: 3.3% | Top 20: 5.9%

Ticker	Holding	ETF Weight	Sales Weight	Earnings Weight	Fwd P/S	Fwd P/E	Fwd Sales Growth	Fwd Earnings Growth
Total		91.15%	100.00%	100.00%	1.2	15.8	+6.0%	+7.0%
Top 20		5.56%	2.89%	4.80%	2.2	19.0	+9.8%	+11.4%
GKOS	Glaukos	0.44%	0.03%	—	14.8	175.9	+28.6%	+122.5%
BTSG	BrightSpring Health Services	0.38%	0.54%	0.23%	0.8	28.1	+15.5%	+28.1%
UMBF	UMB Financial	0.34%	0.13%	0.76%	3.1	9.3	+7.4%	+5.1%
EAT	Brinker International	0.32%	0.31%	0.42%	1.3	14.2	+3.0%	+4.4%
RHP	Ryman Hospitality Properties	0.31%	0.13%	0.20%	2.8	26.5	+11.9%	+26.9%
CTRE	CareTrust REIT	0.31%	0.02%	0.26%	14.7	27.0	+23.6%	+8.4%
MOG-A	Moog	0.31%	0.17%	0.23%	2.3	27.2	+7.9%	+13.5%
JXN	Jackson Financial	0.31%	0.29%	0.62%	1.1	4.2	+7.0%	+16.5%
ONB	Old National Bancorp	0.31%	0.12%	0.67%	3.1	8.7	+4.9%	+9.1%
HQY	HealthEquity	0.30%	0.06%	0.18%	5.7	18.0	+7.6%	+18.3%
PCVX	Vaxcyte	0.30%	—	—	—	—	—	—
TGTX	TG Therapeutics	0.29%	0.04%	0.07%	6.9	24.1	+35.3%	+126.3%
PTGX	Protagonist Therapeutics	0.29%	0.02%	0.24%	35.4	366.4	-60.4%	-101.7%
FROG	JFrog	0.28%	0.02%	—	17.0	87.5	+20.1%	+5.8%
KYMR	Kymera Therapeutics	0.28%	0.00%	—	271.4	—	-58.2%	—
TWST	Twist Bioscience	0.28%	0.02%	—	12.6	—	+17.7%	—
OSCR	Oscar Health	0.28%	0.66%	0.52%	0.5	14.7	+12.0%	+14.0%
KRYS	Krystal Biotech	0.27%	0.02%	0.15%	14.3	30.7	+29.9%	+29.9%
VSXY	Victoria's Secret	0.27%	0.30%	0.26%	1.1	17.9	+5.3%	+19.0%

[1] Total and Top 20 rows are weighted aggregates across constituents.
[2] Forward P/S and P/E ratios use consensus sales and earnings for the 12 months ending 11/30/27. Individual constituent FY1 and FY2 consensus figures adjusted to align with 11/30/27.
[3] Forward Sales and Non-GAAP Earnings Growth are calculated as next fiscal year (FY2) consensus growth over current fiscal year (FY1) consensus. They are not derived from the forward P/S and P/E multiples shown.

Performance for IWM Top Holdings

Ticker	Holding	Weight	Mkt Price 11/12	1D Rtn	1M Rtn	YTD Rtn	1Y Rtn	3Y Rtn	5Y Rtn	10Y Rtn
IWM	iShares Russell 2000 ETF	100.00%	278.44	-1.6%	0.6%	13.6%	15.1%	69.7%	23.3%	143.7%
GKOS	Glaukos	0.44%	246.03	-0.5%	48.7%	117.9%	165.7%	287.5%	385.3%	628.3%
BTSG	BrightSpring Health Services	0.38%	71.45	-1.6%	14.0%	90.8%	112.4%
UMBF	UMB Financial	0.34%	133.48	-0.9%	2.6%	17.3%	23.3%	109.5%	37.5%	116.8%
EAT	Brinker International	0.32%	197.61	-1.6%	-2.3%	37.7%	73.8%	480.9%	362.5%	309.3%
RHP	Ryman Hospitality Properties	0.31%	136.55	-1.7%	9.7%	49.0%	51.3%	67.2%	76.7%	246.1%
CTRE	CareTrust REIT	0.31%	38.15	-1.2%	4.3%	8.8%	9.7%	95.2%	134.2%	339.9%
MOG-A	Moog	0.31%	342.74	-1.5%	-8.3%	41.1%	69.3%	157.4%	343.9%	430.2%
JXN	Jackson Financial	0.31%	138.63	-0.6%	5.8%	33.1%	51.2%	257.9%	431.0%
ONB	Old National Bancorp	0.31%	24.94	-1.3%	1.3%	13.8%	21.7%	93.7%	59.1%	99.5%
HQY	HealthEquity	0.30%	103.05	0.0%	14.3%	12.5%	2.5%	47.9%	52.3%	146.8%
PCVX	Vaxcyte	0.30%	64.69	-5.7%	-3.2%	40.2%	40.3%	33.6%	144.6%
TGTX	TG Therapeutics	0.29%	64.56	-1.8%	18.8%	116.6%	108.2%	529.9%	103.1%	1,032.6%
PTGX	Protagonist Therapeutics	0.29%	134.38	-0.4%	-3.0%	53.9%	58.4%	751.0%	262.2%	456.2%
FROG	JFrog	0.28%	110.60	1.0%	11.4%	77.1%	79.3%	317.2%	198.9%
KYMR	Kymera Therapeutics	0.28%	127.17	-5.7%	19.2%	63.4%	100.2%	748.9%	102.2%
TWST	Twist Bioscience	0.28%	114.22	-6.8%	-24.5%	260.1%	258.4%	561.8%	-1.9%
OSCR	Oscar Health	0.28%	31.94	-0.5%	-5.5%	122.3%	111.5%	369.7%	162.2%
KRYS	Krystal Biotech	0.27%	305.68	-1.0%	-4.8%	24.0%	50.6%	206.7%	543.5%
VSXY	Victoria's Secret	0.27%	104.63	-4.8%	17.8%	93.2%	195.6%	457.1%	103.3%

Guidance Updates for IWM Top Holdings

	Ticker	Company	Earnings Date	Guidance Metric	Midpoint Value	% Change	Guidance Change
CTRE_11052026	CTRE	CareTrust REIT	11/5/2026	2026 Cash Rental Revenue	478.00 Mil	5.3%	RaisedRaised Prior Guidance of 454.00 Mil for 2026
FROG_11052026	FROG	JFrog	11/5/2026	Q4 2026 Revenue	184.00 Mil	11.5%	Higher NewNew Guidance Higher than Prior Actual of 165.00 Mil for Q3 2026
GKOS_10282026	GKOS	Glaukos	10/28/2026	2026 Net Sales	780.00 Mil	13.0%	RaisedRaised Prior Guidance of 690.00 Mil for 2026
TGTX_11092026	TGTX	TG Therapeutics	11/9/2026	2026 Total Global Revenue	1.00 Bil	5.3%	RaisedRaised Prior Guidance of 950.00 Mil for 2026
TWST_11122026	TWST	Twist Bioscience	11/12/2026	Q1 2027 Revenue	131.00 Mil	6.1%	Higher NewNew Guidance Higher than Prior Actual of 123.50 Mil for Q4 2026

Return vs. Risk

Price Returns Compared

	2021	2022	2023	2024	2025	2026	Total [1]
Returns
IWM Return	15%	-20%	17%	11%	13%	14%	52%
Peers Return	17%	-18%	18%	11%	9%	15%	59%
S&P 500 Return	27%	-19%	24%	23%	16%	11%	103%
Monthly Win Rates [3]
IWM Win Rate	75%	50%	42%	50%	67%	64%
Peers Win Rate	69%	45%	42%	52%	67%	67%
S&P 500 Win Rate	75%	42%	67%	75%	67%	45%
Max Drawdowns [4]
IWM Max Drawdown	-12%	-27%	-18%	-10%	-24%	-11%
Peers Max Drawdown	-11%	-25%	-17%	-9%	-24%	-10%
S&P 500 Max Drawdown	-5%	-25%	-10%	-8%	-19%	-9%

[1] Cumulative total returns since the beginning of 2021
[2] Peers: IJR, VB, SCHA, VTWO, DFAS.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 11/12/2026 (YTD)

Sharpe Ratios Compared

One measure of reward vs. risk is a Sharpe ratio. A higher ratio indicates better risk-adjusted returns. Most funds have Sharpe ratios < 1.0.

Ticker	1Y	3Y	5Y
IWM	0.62	0.79	0.17
Equity Top Results (3Y)
IALT	1.80	1.80	1.80
VLUE	1.93	1.48	0.71
CGDV	0.86	1.39	0.87
FNDX	1.87	1.39	0.67
MGV	1.88	1.38	0.69

Results as of 10312026.

Event	IWM	S&P 500
2025 US Tariff Shock
% Loss	-22.6%	-18.8%
% Gain to Breakeven	29.2%	23.1%
Time to Breakeven	106 days	79 days
Summer-Fall 2023 Five Percent Yield Shock
% Loss	-16.4%	-9.5%
% Gain to Breakeven	19.6%	10.5%
Time to Breakeven	48 days	24 days
2023 SVB Regional Banking Crisis
% Loss	-11.3%	-6.7%
% Gain to Breakeven	12.7%	7.1%
Time to Breakeven	111 days	31 days
2022 Inflation Shock & Fed Tightening
% Loss	-26.9%	-24.5%
% Gain to Breakeven	36.8%	32.4%
Time to Breakeven	761 days	427 days
2020 COVID-19 Crash
% Loss	-40.7%	-33.7%
% Gain to Breakeven	68.6%	50.9%
Time to Breakeven	231 days	140 days
Q4 2018 Fed Policy Error / Growth Scare
% Loss	-23.9%	-19.2%
% Gain to Breakeven	31.4%	23.8%
Time to Breakeven	353 days	105 days

Compare to IJR, VB, SCHA, VTWO, DFAS

In The Past

iShares Russell 2000 ETF's stock fell -22.6% during the 2025 US Tariff Shock. Such a loss loss requires a 29.2% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

Event	IWM	S&P 500
2025 US Tariff Shock
% Loss	-22.6%	-18.8%
% Gain to Breakeven	29.2%	23.1%
Time to Breakeven	106 days	79 days
2022 Inflation Shock & Fed Tightening
% Loss	-26.9%	-24.5%
% Gain to Breakeven	36.8%	32.4%
Time to Breakeven	761 days	427 days
2020 COVID-19 Crash
% Loss	-40.7%	-33.7%
% Gain to Breakeven	68.6%	50.9%
Time to Breakeven	231 days	140 days
Q4 2018 Fed Policy Error / Growth Scare
% Loss	-23.9%	-19.2%
% Gain to Breakeven	31.4%	23.8%
Time to Breakeven	353 days	105 days
2015-2016 China Devaluation / Global Growth Scare
% Loss	-21.5%	-12.2%
% Gain to Breakeven	27.4%	13.9%
Time to Breakeven	158 days	62 days
2011 US Debt Ceiling Crisis & European Contagion
% Loss	-27.2%	-17.9%
% Gain to Breakeven	37.3%	21.8%
Time to Breakeven	168 days	123 days
2008-2009 Global Financial Crisis
% Loss	-56.0%	-53.4%
% Gain to Breakeven	127.1%	114.4%
Time to Breakeven	638 days	1085 days

Compare to IJR, VB, SCHA, VTWO, DFAS

In The Past

iShares Russell 2000 ETF's stock fell -22.6% during the 2025 US Tariff Shock. Such a loss loss requires a 29.2% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

IWM Dip Buy History

IWM had 30 events since 1/1/2005 where the dip threshold of -5.0% within 60 trading days was triggered

18% median peak return within 1 year of dip event
273 days is the median time to peak return after a dip event
-18% median max drawdown within 1 year of dip event

60 Trading-Day Dip			IWM Subsequent Performance
Date	IWM	SPY	1Y	Peak Return	Max Drop	# Days to Peak
Median			10%	18%	-18%	273
9/23/2026	-6%	4%			-4%	42
2/10/2025	-6%	1%	17%	20%	-23%	346
9/26/2023	-6%	-4%	27%	30%	-7%	294
4/12/2023	-6%	3%	15%	22%	-7%	351
9/30/2022	-6%	-8%	5%	22%	0%	304
1/14/2022	-5%	3%	-13%	0%	-23%	0
12/1/2021	-6%	0%	-11%	6%	-23%	33
9/20/2021	-6%	2%	-17%	12%	-24%	49
5/12/2021	-6%	4%	-19%	15%	-19%	180
2/27/2020	-8%	-5%	49%	55%	-33%	348
10/8/2019	-5%	-4%	11%	16%	-32%	100
8/15/2019	-5%	0%	10%	18%	-31%	154
5/28/2019	-5%	0%	-3%	15%	-32%	233
10/10/2018	-6%	0%	-3%	4%	-19%	208
11/2/2016	-5%	-3%	30%	32%	0%	335
1/6/2016	-6%	-1%	27%	29%	-13%	364
8/20/2015	-6%	-4%	7%	8%	-18%	361
9/23/2014	-6%	2%	3%	17%	-6%	273
5/20/2014	-6%	2%	16%	18%	-4%	330
11/14/2012	-5%	-4%	46%	47%	-1%	349
5/14/2012	-6%	-1%	28%	29%	-5%	366
7/27/2011	-6%	-4%	-1%	7%	-23%	243
6/4/2010	-6%	-7%	29%	38%	-7%	329
9/15/2008	-6%	-10%	-11%	9%	-50%	4
7/2/2008	-5%	-7%	-24%	13%	-48%	43
11/19/2007	-6%	-3%	-39%	7%	-39%	37
7/27/2007	-7%	-3%	-8%	10%	-15%	74
6/12/2006	-8%	-5%	23%	26%	-2%	357
10/12/2005	-7%	-4%	24%	27%	0%	208
3/24/2005	-6%	-3%	24%	24%	-7%	365

[1] Dip event: the stock fell more than 5.0% over 60 trading days. A new event is counted only when it comes more than 30 calendar days after the previous one.
[2] Analysis for period from 1/1/2005 to 11/12/2026

IWM had 16 events since 1/1/2005 where the dip threshold of -10% within 90 trading days was triggered

19% median peak return within 1 year of dip event
304 days is the median time to peak return after a dip event
-13% median max drawdown within 1 year of dip event

90 Trading-Day Dip			IWM Subsequent Performance
Date	IWM	SPY	1Y	Peak Return	Max Drop	# Days to Peak
Median			12%	19%	-13%	304
3/13/2025	-10%	-5%	27%	38%	-12%	315
10/20/2023	-11%	-3%	35%	38%	-3%	362
12/19/2022	-12%	-9%	16%	18%	-5%	365
10/11/2022	-10%	-14%	4%	20%	-1%	293
1/26/2022	-11%	-1%	-2%	9%	-16%	62
3/9/2020	-16%	-9%	74%	78%	-23%	337
10/24/2018	-13%	-4%	8%	11%	-13%	194
1/13/2016	-11%	-2%	37%	40%	-6%	357
8/24/2015	-12%	-9%	14%	14%	-14%	365
8/4/2011	-11%	-8%	10%	18%	-16%	235
8/11/2010	-11%	-8%	8%	41%	-4%	261
10/2/2008	-13%	-18%	-7%	0%	-45%	0
1/8/2008	-10%	-4%	-28%	9%	-45%	149
11/12/2007	-10%	-6%	-36%	5%	-40%	44
8/9/2006	-11%	-2%	17%	28%	0%	334
4/28/2005	-10%	-4%	36%	37%	0%	356

[1] Dip event: the stock fell more than 10% over 90 trading days. A new event is counted only when it comes more than 30 calendar days after the previous one.
[2] Analysis for period from 1/1/2005 to 11/12/2026

IWM had 7 events since 1/1/2005 where the dip threshold of -20% within 180 trading days was triggered

18% median peak return within 1 year of dip event
334 days is the median time to peak return after a dip event
-5.9% median max drawdown within 1 year of dip event

180 Trading-Day Dip			IWM Subsequent Performance
Date	IWM	SPY	1Y	Peak Return	Max Drop	# Days to Peak
Median			13%	18%	-6%	334
9/21/2022	-22%	-20%	2%	15%	-6%	313
5/11/2022	-22%	-11%	3%	18%	-4%	96
3/12/2020	-25%	-14%	112%	112%	-11%	365
2/5/2016	-21%	-10%	41%	43%	-3%	334
10/3/2011	-24%	-14%	40%	44%	0%	347
10/8/2008	-21%	-26%	13%	16%	-36%	349
3/6/2008	-21%	-14%	-46%	16%	-46%	91

[1] Dip event: the stock fell more than 20% over 180 trading days. A new event is counted only when it comes more than 30 calendar days after the previous one.
[2] Analysis for period from 1/1/2005 to 11/12/2026

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Current Dip Buy Opportunities Across ETFs

ETFs currently down 5% or more from trailing 6M peaks.

Ticker	Name	Dip %	Mkt Price	Price Date	Peak Price	Peak Date	# Days
XLG	Invesco S&P 500 Top 50 ETF	-5.5%	61.48	11122026	65.07	10072026	36
MAGS	Roundhill Magnificent Seven ETF	-7.3%	68.86	11122026	74.30	10132026	30
QQQ	Invesco QQQ Trust, Series 1	-9.4%	688.17	11122026	759.66	10062026	37
QQQM	Invesco NASDAQ 100 ETF	-9.4%	283.39	11122026	312.76	10062026	37
ONEQ	Fidelity Nasdaq Composite Index ETF	-8.1%	100.01	11122026	108.77	10062026	37
QQEW	First Trust Nasdaq-100 Select Equal Weight ETF	-10.2%	150.07	11122026	167.03	8132026	91
IJH	iShares Core S&P Mid-Cap ETF	-6.1%	73.85	11122026	78.67	8162026	88
MDY	State Street SPDR S&P MIDCAP 400 ETF Trust	-6.0%	673.54	11122026	716.91	8162026	88
IVOO	Vanguard S&P Mid-Cap 400 ETF	-5.8%	124.97	11122026	132.68	8162026	88
IJR	iShares Core S&P Small-Cap ETF	-6.5%	140.64	11122026	150.44	8162026	88
VB	Vanguard Small-Cap ETF	-5.4%	291.58	11122026	308.38	8162026	88
IWM	iShares Russell 2000 ETF	-8.7%	278.44	11122026	305.09	8162026	88
SCHA	Schwab U.S. Small-Cap ETF	-8.7%	32.98	11122026	36.13	6302026	135
VTWO	Vanguard Russell 2000 ETF	-8.5%	112.47	11122026	122.90	8162026	88
DFAS	Dimensional U.S. Small Cap ETF	-5.7%	79.63	11122026	84.48	8162026	88
ESML	iShares ESG Aware MSCI USA Small-Cap ETF	-5.1%	53.75	11122026	56.64	8162026	88
VUG	Vanguard Growth ETF	-8.2%	85.01	11122026	92.64	10062026	37
IWF	iShares Russell 1000 Growth ETF	-10.1%	116.19	11122026	129.19	10062026	37
IVW	iShares S&P 500 Growth ETF	-8.4%	133.82	11122026	146.12	10062026	37
SCHG	Schwab U.S. Large-Cap Growth ETF	-7.1%	34.32	11122026	36.93	10062026	37
SPYG	State Street SPDR Portfolio S&P 500 Growth ETF	-8.4%	115.86	11122026	126.50	10062026	37
VONG	Vanguard Russell 1000 Growth ETF	-10.0%	119.64	11122026	133.00	10062026	37
MGK	Vanguard Mega Cap Growth ETF	-8.9%	86.63	11122026	95.11	10062026	37
IWP	iShares Russell Mid-Cap Growth ETF	-11.8%	130.27	11122026	147.70	8172026	87
VOT	Vanguard Mid-Cap Growth ETF	-7.5%	290.19	11122026	313.61	8162026	88
IJK	iShares S&P Mid-Cap 400 Growth ETF	-8.5%	109.01	11122026	119.11	8172026	87
MDYG	State Street SPDR S&P 400 Mid Cap Growth ETF	-8.5%	104.01	11122026	113.69	8172026	87
IWO	iShares Russell 2000 Growth ETF	-11.0%	351.96	11122026	395.65	8162026	88
VBK	Vanguard Small-Cap Growth ETF	-10.1%	328.87	11122026	365.91	8172026	87
IJT	iShares S&P Small-Cap 600 Growth ETF	-7.8%	165.03	11122026	179.07	8042026	100
SLYG	State Street SPDR S&P 600 Small Cap Growth ETF	-7.8%	110.23	11122026	119.50	8042026	100
AVUV	Avantis U.S. Small Cap Value ETF	-5.4%	121.82	11122026	128.74	8042026	100
IWN	iShares Russell 2000 Value ETF	-6.4%	212.89	11122026	227.43	8162026	88
IJS	iShares S&P Small-Cap 600 Value ETF	-5.5%	132.97	11122026	140.68	8162026	88
SLYV	State Street SPDR S&P 600 Small Cap Value ETF	-5.6%	105.97	11122026	112.22	8162026	88
VXUS	Vanguard Total International Stock ETF	-6.5%	82.66	11122026	88.41	9072026	66
VEU	Vanguard FTSE All-World Ex-US ETF	-6.1%	80.96	11122026	86.21	9072026	66
IXUS	iShares Core MSCI Total International Stock ETF	-6.2%	92.59	11122026	98.71	9072026	66
CWI	State Street SPDR MSCI ACWI ex-US ETF	-6.0%	39.40	11122026	41.90	9072026	66
CORO	iShares International Country Rotation Active ETF	-6.4%	35.14	11122026	37.54	9072026	66
VEA	Vanguard FTSE Developed Markets ETF	-5.7%	69.43	11122026	73.61	8252026	79
SCHF	Schwab International Equity ETF	-5.6%	27.00	11122026	28.59	8252026	79
SCZ	iShares MSCI EAFE Small-Cap ETF	-5.3%	82.90	11122026	87.57	9072026	66
VSS	Vanguard FTSE All-World EX-US Small-Cap Index Fund	-7.9%	148.63	11122026	161.45	8272026	77
SCHC	Schwab International Small-Cap Equity ETF	-7.5%	47.96	11122026	51.86	8272026	77
FNDC	Schwab Fundamental International Small Equity ETF	-5.2%	48.96	11122026	51.66	9072026	66
IEMG	iShares Core MSCI Emerging Markets ETF	-13.4%	74.45	11122026	86.00	6222026	143
VWO	Vanguard FTSE Emerging Markets ETF	-8.0%	56.43	11122026	61.32	9072026	66
EEM	iShares MSCI Emerging Markets ETF	-14.1%	61.14	11122026	71.21	6222026	143
SPEM	State Street SPDR Portfolio Emerging Markets ETF	-8.0%	49.15	11122026	53.41	9072026	66
SCHE	Schwab Emerging Markets Equity ETF	-7.7%	34.69	11122026	37.58	9072026	66
FNDE	Schwab Fundamental Emerging Markets Equity ETF	-6.6%	40.25	11122026	43.08	9072026	66
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	-18.4%	30.45	11122026	37.30	6222026	143
EWY	iShares MSCI South Korea ETF	-33.7%	145.38	11122026	219.20	6212026	144
EWZ	iShares MSCI Brazil ETF	-27.0%	31.78	11122026	43.54	10122026	31
FXI	iShares China Large-Cap ETF	-10.1%	33.48	11122026	37.24	5142026	182
ILF	iShares Latin America 40 ETF	-16.3%	32.00	11122026	38.21	10122026	31
KWEB	KraneShares CSI China Internet ETF	-21.5%	22.91	11122026	29.20	5142026	182
CGDV	Capital Group Dividend Value ETF	-5.2%	48.75	11122026	51.44	8132026	91
JEPQ	J.P. Morgan Nasdaq Equity Premium Income ETF	-6.5%	56.78	11122026	60.70	10072026	36
QQQI	NEOS Nasdaq 100 High Income ETF	-7.8%	51.64	11122026	56.00	10062026	37
MTUM	iShares MSCI USA Momentum Factor ETF	-19.6%	69.36	11122026	86.31	6222026	143
SPHQ	Invesco S&P 500 Quality ETF	-6.4%	84.35	11122026	90.10	6302026	135
FNDA	Schwab Fundamental U.S. Small Company ETF	-6.1%	36.17	11122026	38.52	8162026	88
SPMO	Invesco S&P 500 Momentum ETF	-16.8%	134.43	11122026	161.66	6222026	143
VLUE	iShares MSCI USA Value Factor ETF	-7.4%	190.37	11122026	205.51	9072026	66
ARKK	ARK Innovation ETF	-17.5%	76.50	11122026	92.78	10052026	38
URA	Global X Uranium ETF	-39.4%	32.36	11122026	53.42	6022026	163
BOTZ	Global X Funds Global X Robotics & Artificial Intelligence ETF	-23.6%	31.42	11122026	41.12	5142026	182
ROBO	ROBO Global Robotics & Automation Index ETF	-19.3%	72.93	11122026	90.34	6022026	163
LIT	Global X Lithium & Battery Tech ETF	-32.1%	59.43	11122026	87.50	5282026	168
ICLN	iShares Global Clean Energy ETF	-33.1%	15.90	11122026	23.75	6022026	163
ARKQ	ARK Autonomous Technology & Robotics ETF	-23.3%	110.27	11122026	143.82	5282026	168
ARKW	ARK Next Generation Internet ETF	-14.0%	143.93	11122026	167.33	10062026	37
ARKX	ARK Space & Defense Innovation ETF	-21.0%	29.83	11122026	37.74	5282026	168
NASA	Tema Space Innovators ETF	-49.2%	21.29	11122026	41.89	5272026	169
XOVR	EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF	-10.6%	20.06	11122026	22.43	10052026	38
AGIX	KraneShares Artificial Intelligence ETF	-18.7%	40.29	11122026	49.56	10062026	37
DRSK	Aptus Defined Risk ETF	-8.1%	27.00	11122026	29.39	6012026	164
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	-6.6%	28.44	11122026	30.44	8252026	79
PCEF	Invesco CEF Income Composite ETF	-6.9%	18.96	11122026	20.35	8132026	91
YYY	Amplify CEF High Income ETF	-10.1%	10.22	11122026	11.37	8162026	88
GDE	WisdomTree Efficient Gold Plus Equity Strategy Fund	-28.4%	51.06	11122026	71.30	8252026	79
RAAX	VanEck Real Assets ETF	-9.6%	38.46	11122026	42.53	5142026	182
VGT	Vanguard Information Technology ETF	-12.9%	113.09	11122026	129.80	10062026	37
XLK	State Street Technology Select Sector SPDR ETF	-14.0%	173.77	11122026	202.00	10062026	37
XLE	State Street Energy Select Sector SPDR ETF	-8.1%	64.33	11122026	70.02	11012026	11
XLI	State Street Industrial Select Sector SPDR ETF	-9.2%	169.44	11122026	186.51	8162026	88
XLC	State Street Communication Services Select Sector SPDR ETF	-7.9%	107.56	11122026	116.81	5142026	182
XLU	State Street Utilities Select Sector SPDR ETF	-5.4%	43.81	11122026	46.29	7262026	109
IYJ	iShares U.S. Industrials ETF	-5.8%	159.99	11122026	169.86	8042026	100
IYM	iShares U.S. Basic Materials ETF	-7.9%	181.00	11122026	196.45	8252026	79
FXN	First Trust Energy AlphaDEX Fund	-7.1%	23.22	11122026	25.00	11012026	11
SMH	VanEck Semiconductor ETF	-25.0%	501.73	11122026	668.91	6222026	143
SOXX	iShares Semiconductor ETF	-29.0%	154.99	11122026	218.34	6222026	143
XBI	State Street SPDR S&P Biotech ETF	-10.8%	151.20	11122026	169.55	8192026	85
ITA	iShares U.S. Aerospace & Defense ETF	-15.0%	71.73	11122026	84.41	8162026	88
XOP	State Street SPDR S&P Oil & Gas Exploration & Production ETF	-10.6%	183.11	11122026	204.86	10262026	17
IGV	iShares Expanded Tech-Software Sector ETF	-10.0%	101.45	11122026	112.67	10112026	32
IYT	iShares U.S. Transportation ETF	-7.2%	83.52	11122026	90.01	7162026	119
IAI	iShares U.S. Broker-Dealers & Securities Exchanges ETF	-7.8%	182.60	11122026	198.06	9032026	70
KRE	State Street SPDR S&P Regional Banking ETF	-6.9%	72.52	11122026	77.93	8162026	88
MISL	First Trust Indxx Aerospace & Defense ETF	-14.5%	42.08	11122026	49.19	5282026	168
RING	iShares MSCI Global Gold Miners ETF	-23.6%	71.18	11122026	93.17	8252026	79
SOXQ	Invesco PHLX Semiconductor ETF	-28.1%	82.71	11122026	115.11	6222026	143
IGOV	iShares International Treasury Bond ETF	-5.5%	39.69	11122026	41.98	5312026	165
TLT	iShares 20+ Year Treasury Bond ETF	-7.4%	79.72	11122026	86.10	6292026	136
VGLT	Vanguard Long-Term Treasury ETF	-6.3%	51.25	11122026	54.67	6292026	136
SPTL	State Street SPDR Portfolio Long Term Treasury ETF	-6.7%	24.39	11122026	26.13	6292026	136
TLH	iShares 10-20 Year Treasury Bond ETF	-5.9%	93.92	11122026	99.78	6292026	136
EDV	Vanguard World Funds Extended Duration ETF	-11.0%	57.41	11122026	64.54	6242026	141
VCLT	Vanguard Long-Term Corporate Bond ETF	-6.2%	69.51	11122026	74.08	6292026	136
SPLB	State Street SPDR Portfolio Long Term Corporate Bond ETF	-6.8%	20.68	11122026	22.18	6292026	136
IGLB	iShares 10+ Year Investment Grade Corporate Bond ETF	-6.1%	46.30	11122026	49.32	6292026	136
PDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	-9.5%	18.41	11122026	20.34	10252026	18
DBC	Invesco DB Commodity Index Tracking Fund	-9.4%	30.91	11122026	34.10	10252026	18
COMT	iShares GSCI Commodity Dynamic Roll Strategy ETF	-9.6%	35.53	11122026	39.30	10252026	18
BCI	abrdn Bloomberg All Commodity Strategy K-1 Free ETF	-8.4%	24.57	11122026	26.81	9102026	63
FTGC	First Trust Global Tactical Commodity Strategy Fund	-8.1%	29.05	11122026	31.60	9102026	63
HGER	Harbor Commodity All-Weather Strategy ETF	-8.2%	33.49	11122026	36.50	10252026	18
GLD	SPDR Gold Trust	-17.1%	354.89	11122026	428.07	8252026	79
IAU	iShares Gold Trust	-17.1%	72.79	11122026	87.76	8252026	79
GLDM	SPDR Gold MiniShares Trust	-17.1%	76.60	11122026	92.35	8252026	79
SLV	iShares Silver Trust	-40.2%	45.12	11122026	75.51	5142026	182
PPLT	ETFS Physical Platinum Shares	-26.6%	13.71	11122026	18.68	5142026	182
PALL	ETFS Physical Palladium Shares	-31.3%	18.02	11122026	26.22	5142026	182
USO	United States Oil Fund LP	-13.8%	146.07	11122026	169.53	10252026	18
UNG	United States Natural Gas Fund LP	-13.7%	10.46	11122026	12.12	6042026	161
BNO	United States Brent Oil Fund LP ETV	-14.5%	61.01	11122026	71.39	11012026	11
REET	iShares Global REIT ETF	-6.3%	27.08	11122026	28.89	7262026	109
USRT	iShares Core U.S. REIT ETF	-6.0%	65.63	11122026	69.82	7262026	109
IBIT	iShares Bitcoin Trust ETF	-17.6%	40.36	11122026	49.01	9212026	52
FBTC	Fidelity Wise Origin Bitcoin Fund	-17.6%	62.03	11122026	75.31	9212026	52
ETHA	iShares Ethereum Trust ETF	-24.7%	45.54	11122026	60.45	9282026	45

ETF Fund Flows

Largest fund inflows and outflows across ETFs, with the asset-allocation rotation they imply.

Net fund flows

#	Ticker	Name	Type	Net flow	% of AUM
No data.

#	Ticker	Name	Type	Net flow	% of AUM
No data.

#	Ticker	Name	Type	Net flow	% of AUM
No data.

#	Ticker	Name	Type	Net flow	% of AUM
No data.

Largest inflows

#	Ticker	Name	Type	Net flow	% of AUM
No data.

#	Ticker	Name	Type	Net flow	% of AUM
No data.

Largest outflows

#	Ticker	Name	Type	Net flow	% of AUM
No data.

#	Ticker	Name	Type	Net flow	% of AUM
No data.

#	Ticker	Name	Type	Net flow	% of AUM
No data.

#	Ticker	Name	Type	Net flow	% of AUM
No data.

#	Ticker	Name	Type	Net flow	% of AUM
No data.

#	Ticker	Name	Type	Net flow	% of AUM
No data.

Largest ETF fund flows across ~ funds (min AUM $100M). Net creations/redemptions; leveraged & inverse ETFs excluded. A ⚠ marks a day excluded as a suspected data error.

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About IWM

Holdings Count: 1972
Expense Ratio: 0.19%
Inception Date: 2000-05-22

iShares Russell 2000 ETF
iShares Trust - iShares Russell 2000 ETF is an exchange traded fund launched by BlackRock, Inc. It is managed by BlackRock Fund Advisors. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of small-cap companies. The fund seeks to track the performance of the Russell 2000 Index, by using representative sampling technique. iShares Trust - iShares Russell 2000 ETF was formed on May 22, 2000 and is domiciled in the United States.
Asset Class: Equity | ETF Website

	Title	Date
0	DASHBOARDS
1	The Real Drivers Behind IWM's Big Return	06/26/2026

	Title
0	ARTICLES

Recent Active Movers

Top Gainers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
MBGL	Mobility Global	6.8	16.1%	10.5%
SWRD	Stewards	0.5	16.0%	-51.6%
FRMI	Fermi	1.3	13.8%	-74.2%
AVEX	AEVEX	0.7	13.4%	-48.9%
HPK	HighPeak Energy	1.0	13.2%	75.7%
ADRX	Adarx Pharmaceuticals	1.5	12.1%	-22.9%
ATEX	Anterix	1.6	8.0%	278.8%
KOS	Kosmos Energy	1.3	7.4%	141.3%
LUNR	Intuitive Machines	2.1	7.0%	-19.7%
IBP	Installed Building Products	6.0	6.8%	-12.7%

Top Losers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
ADIG	ADI Global Distribution	0.7	-49.8%	-55.4%
ENVX	Enovix	0.4	-28.7%	-75.3%
CTVA	Corteva	6.1	-24.3%	-8.0%
EMAT	Evolution Metals & Technologies	0.6	-19.2%	-95.3%
SEPN	Septerna	1.9	-13.8%	50.1%
MANE	Veradermics	5.5	-13.6%	258.4%
DGII	Digi International	2.2	-12.7%	35.0%
SANA	Sana Biotechnology	0.6	-12.2%	-50.6%
NVAX	Novavax	1.4	-12.2%	30.4%
GPN	Global Payments	23.8	-12.0%	15.1%

Top Gainers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
FLY	Firefly Aerospace	4.1	66.8%	13.1%
AOSL	Alpha & Omega Semiconductor	0.9	65.2%	54.1%
BW	Babcock & Wilcox Enterprises	0.7	56.8%	-23.3%
LUNR	Intuitive Machines	2.1	51.2%	-19.7%
FRVO	Fervo Energy	1.8	49.6%	-68.1%
AVEX	AEVEX	0.7	48.6%	-48.9%
FROG	JFrog	13.5	48.2%	77.1%
DCTH	Delcath Systems	0.8	47.6%	111.7%
LASR	nLight	2.5	46.8%	14.8%
AAON	AAON	6.5	44.8%	3.7%

Top Losers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
EMAT	Evolution Metals & Technologies	0.6	-48.2%	-95.3%
ADIG	ADI Global Distribution	0.7	-46.7%	-55.4%
STLN	Starling Oncology	0.4	-44.0%	-27.5%
PRAA	PRA	0.5	-41.8%	-32.8%
NRDS	Nerdwallet	0.5	-36.0%	-46.1%
PAYS	PaySign	0.5	-33.7%	84.3%
AGNT	AGNT	0.4	-31.5%	-69.5%
KRT	Karat Packaging	0.7	-31.3%	63.5%
OPEN	Opendoor Technologies	1.2	-31.0%	-78.8%
NAVI	Navient	0.6	-30.4%	-50.0%

Top Gainers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
REPL	Replimune	2.3	93.0%	126.1%
SGRY	Surgery Partners	3.4	79.2%	72.0%
ULH	Universal Logistics	0.8	76.6%	99.2%
GDYN	Grid Dynamics	1.1	74.4%	48.2%
LQDA	Liquidia	5.2	71.2%	68.5%
XERS	Xeris Biopharma	2.9	70.4%	112.1%
ONT	Onterris	0.8	70.3%	-7.0%
VRDN	Viridian Therapeutics	3.3	65.8%	-2.1%
BRZE	Braze	5.2	65.0%	35.9%
XNCR	Xencor	2.9	63.0%	149.1%

Top Losers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
AESI	Atlas Energy Solutions	0.7	-50.3%	-41.6%
MNTN	MNTN	0.4	-46.9%	-58.2%
IOVA	Iovance Biotherapeutics	3.4	-46.3%	179.5%
MPT	Medical Properties Trust	1.0	-44.1%	-63.7%
PCT	PureCycle Technologies	0.3	-44.1%	-79.0%
BXBL	BOXABL	5.4	-43.6%	-81.6%
VCYT	Veracyte	2.0	-43.4%	-41.5%
STLN	Starling Oncology	0.4	-42.4%	-27.5%
BCAX	Bicara Therapeutics	0.7	-41.7%	-39.9%
SGML	Sigma Lithium	0.6	-41.0%	-62.0%

Peer Comparisons

Peers to compare with:

Profile

	IWM	IJR	VB	SCHA	VTWO	DFAS	Median
Name	iShares Ru.	iShares Co.	Vanguard S.	Schwab U.S.	Vanguard R.	Dimensiona.
Asset Class	Equity	Equity	Equity	Equity	Equity	Equity	-
AUM ($ Bil)	75.4	106.7	76.9	22.3	16.6	34.7	55.0
Expense Ratio	0.19%	0.06%	0.03%	0.03%	0.06%	0.30%	0.06%
10-D Avg Volume (Mil)	22.09	3.23	0.49	3.10	1.50	0.51	2.30
Latest Day Volume (Mil)	28.49	2.90	0.55	5.33	1.66	0.54	2.28
Holdings Count	1,972	659	1,301	1,742	2,000	2,048	1,857
Inception Date	5/22/2000	5/22/2000	1/26/2004	11/3/2009	9/20/2010	3/19/1992	-

Fundamentals

	IWM	IJR	VB	SCHA	VTWO	DFAS	Median
Name	iShares Ru.	iShares Co.	Vanguard S.	Schwab U.S.	Vanguard R.	Dimensiona.
Net Asset Value	271.34	141.66	294.40	33.38	114.07	80.30	-
Premium/Discount	2.6%	-0.7%	-1.0%	-1.2%	-1.4%	-0.8%	-0.9%
Distribution Yield	1.0%	1.2%	1.3%	1.1%	1.2%	1.0%	1.2%
Sales Yield	76.8%	89.4%	65.9%	75.4%	76.6%	83.2%	76.7%
Earnings Yield	4.9%	5.3%	4.4%	4.9%	4.8%	5.7%	4.9%

Valuation

	IWM	IJR	VB	SCHA	VTWO	DFAS	Median
Name	iShares Ru.	iShares Co.	Vanguard S.	Schwab U.S.	Vanguard R.	Dimensiona.
P/S (TTM)	1.3x	1.1x	1.5x	1.3x	1.3x	1.2x	1.3x
P/E (TTM)	20.4x	18.9x	22.6x	20.4x	20.8x	17.5x	20.4x
P/FCF (TTM)	50.3x	17.4x	25.5x	35.3x	112.3x	17.4x	30.4x
Forward P/E	16.4x	13.7x	16.0x	15.6x	17.0x	13.5x	15.8x
Forward P/S	1.2x	1.1x	1.4x	1.2x	1.2x	1.1x	1.2x

Risk

	IWM	IJR	VB	SCHA	VTWO	DFAS	Median
Name	iShares Ru.	iShares Co.	Vanguard S.	Schwab U.S.	Vanguard R.	Dimensiona.
Volatility (1Y)	18.9%	16.4%	16.5%	19.3%	18.8%	16.0%	17.6%
Volatility (3Y)	21.2%	20.0%	18.8%	20.7%	21.2%	19.3%	20.4%
Volatility (5Y)	22.5%	21.1%	20.7%	22.1%	22.4%	20.6%	21.6%
Beta (1Y)	1.16	0.93	1.02	1.16	1.15	0.93	1.09
Beta (3Y)	1.13	1.03	1.06	1.13	1.14	1.03	1.09
Beta (5Y)	1.12	1.02	1.07	1.12	1.12	1.02	1.09
Sharpe Ratio (1Y)	0.82	1.12	0.96	0.96	0.85	1.08	0.96
Sharpe Ratio (3Y)	0.91	0.86	0.97	0.95	0.92	0.90	0.92
Sharpe Ratio (5Y)	0.30	0.34	0.38	0.34	0.31	0.43	0.34
Max Drawdown (1Y)	-11.4%	-10.0%	-9.0%	-11.5%	-11.1%	-9.4%	-10.5%
Max Drawdown (3Y)	-27.5%	-28.0%	-25.4%	-27.3%	-27.6%	-26.1%	-27.4%
Max Drawdown (5Y)	-31.9%	-28.0%	-28.2%	-30.8%	-31.9%	-26.1%	-29.5%

Returns

	IWM	IJR	VB	SCHA	VTWO	DFAS	Median
Name	iShares Ru.	iShares Co.	Vanguard S.	Schwab U.S.	Vanguard R.	Dimensiona.
1M Return	2.6%	3.9%	2.7%	3.1%	2.6%	3.1%	2.9%
3M Return	-8.7%	-6.5%	-5.4%	-7.5%	-8.5%	-5.7%	-7.0%
6M Return	-1.9%	3.6%	2.2%	-0.2%	-1.5%	3.9%	1.0%
YTD Return	13.6%	17.6%	14.1%	16.3%	14.0%	14.9%	14.5%
1Y Return	14.9%	18.7%	15.6%	18.3%	15.3%	17.4%	16.5%
2Y Return	20.0%	17.2%	19.3%	22.9%	20.6%	17.6%	19.6%
3Y Return	67.2%	58.5%	64.4%	69.5%	68.3%	59.3%	65.8%

Short Interest

Short Interest: As Of Date	10302026
Short Interest: Shares Quantity	78.4 Mil
Short Interest: % Change Since 10152026	-8.3%
Average Daily Volume	21.9 Mil
Days-to-Cover Short Interest	3.6 days

External Quote Links

0	Y Finance	Barrons
1	TradingView	Morningstar
2	SeekingAlpha	ValueLine
3	Motley Fool	Robinhood
4	CNBC	Etrade
5	MarketWatch	Unusual Whales
6	YCharts	Perplexity Finance
7	FinViz

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iShares Russell 2000 ETF (IWM)

Market Price (11/13/2026): $278.88

iShares Russell 2000 ETF (IWM)

Market Price (11/13/2026): $278.88

Key Takeaways

Price Chart

Asset Allocation with IWM

Valuation & Yield

Top 20 Holdings for IWM

Performance for IWM Top Holdings

Guidance Updates for IWM Top Holdings

Return vs. Risk

Price Returns Compared

Sharpe Ratios Compared

How Low Can It Go

In The Past

Preserve Wealth

Asset Allocation

In The Past

Preserve Wealth

Asset Allocation

IWM Dip Buy History

Current Dip Buy Opportunities Across ETFs

ETF Fund Flows

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Trade & Investment Ideas

Wealth

Alert Me Periodically

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