IWO
IWO is an exchange-traded fund (ETF) managed by iShares that seeks to track the performance of the Russell 2000 Growth Index. This index represents the growth segment of the Russell 2000 Index, focusing on smaller U.S. companies with higher growth potential compared to value stocks.
Asset Summary
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Asset Performance Metrics and Risk Characteristics:
Metrics below use daily returns for Jan 1, 2026 – Oct 7, 2026 (YTD).
Understanding asset performance is crucial for evaluating investment quality and making informed decisions. Metrics like trailing return and drawdown provide insights into how an asset has performed over time, its volatility, and the efficiency of its returns relative to risk. Performance indicators help assess the stability, risk, and reward of an investment, allowing investors and portfolio managers to make comparisons and strategize accordingly.
1 Month Trailing Return
-4.40%
Represents the percentage change in asset value over the past month.
3 Month Trailing Return
-6.52%
Indicates the percentage change in asset value over the last three months.
Period Max Drawdown
14.89%
The highest percentage drop from the peak value to the lowest point during the observed period.
Standard Deviation
21.71%
Shows how much the asset’s daily returns deviate from the average, annualized for the entire period.
Sharpe Ratio
0.70
Measures the average return earned in excess of the risk-free rate per unit of volatility, annualized.
Calmar Ratio
1.02
The ratio of the annualized return to the maximum drawdown, reflecting the return per unit of risk.
Asset Technical Analysis
Technical analysis involves evaluating an asset's price and volume data to forecast future movements and make informed trading decisions. Using indicators such as moving averages, pivot levels, momentum studies, and candlestick pattern scans can clarify trend strength and volatility. The tabs below summarize moving averages, pivots, technical indicators, candlestick patterns, and recent prices for this symbol.
Analysis
Moving Averages
Moving Averages are commonly used to smooth out price data and identify trends over a specific period. Here’s a summary of the latest moving averages for various periods:
| Type/Period | |
|---|---|
| SMA | |
| EMA | |
| WMA | |
| WEMA |
- SMA (Simple Moving Average): Reflects the average price over a specific number of periods.
- EMA (Exponential Moving Average): Gives more weight to recent prices, making it more responsive to new information.
- WMA (Weighted Moving Average): Assigns a weight to each price, emphasizing more recent prices.
- WEMA (Weighted Exponential Moving Average): Combines elements of both WMA and EMA for a more responsive moving average.
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Maximize Results NowFrequently Asked Questions
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Similar ETFs to IWO include VONG (Vanguard Russell 2000 Growth ETF) and SLYG (SPDR S&P 600 Small Cap Growth ETF). These funds also focus on small-cap growth stocks but may track different indices or have varying expense ratios and management strategies.
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Yes, IWO can be held in retirement accounts such as IRAs or 401(k)s. Its suitability depends on the investor’s long-term strategy and risk tolerance.
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Key performance metrics for IWO include its net asset value (NAV), expense ratio, total return, and tracking error. NAV indicates the per-share value of the ETF, the expense ratio represents the cost of managing the fund, total return reflects the fund’s performance including dividends, and tracking error measures how closely the ETF’s performance matches the index.
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IWO generally distributes dividends on a quarterly basis. These dividends come from the income generated by the underlying stocks in the ETF’s portfolio.
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Factors affecting IWO’s performance include the performance of the Russell 2000 Growth Index, market conditions for small-cap growth stocks, and changes in economic conditions. The fund’s tracking error and expense ratio also influence performance.
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Risks associated with IWO include market risk and specific risk related to small-cap growth stocks. Small-cap stocks can be more volatile than large-cap stocks, and growth stocks might underperform value stocks during certain market conditions. The ETF’s performance is directly tied to the Russell 2000 Growth Index.
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IWO specifically tracks the Russell 2000 Growth Index, which focuses on small-cap growth stocks. Other small-cap growth ETFs might track different indices, such as the S&P SmallCap 600 Growth Index, or have different management strategies and expense ratios. Comparing IWO with other similar ETFs involves examining the underlying index, fees, and performance characteristics.
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IWO has an expense ratio of approximately 0.24%. This fee covers the costs of managing the fund, including administrative and operational expenses.
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IWO is managed passively by iShares. The fund aims to replicate the performance of the Russell 2000 Growth Index by holding a portfolio of stocks that mirrors the index’s composition. The management involves regular rebalancing to ensure the ETF's holdings align with the index.
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IWO aims to closely track the Russell 2000 Growth Index. Due to its passive management strategy, the ETF typically has a low tracking error, meaning its performance is expected to closely mirror that of the index. However, minor deviations may occur due to factors such as fund expenses and management.
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Disclaimers
The information displayed on this site is sourced from third-party providers and is believed to be reliable. OHLCX has not independently verified this data and does not guarantee its accuracy. Content is for educational and informational purposes only and is not financial or investment advice.
With any investment, your capital is at risk. Past performance is no guarantee of future results. Consult your provider's terms and privacy policies where applicable.
Market data is provided in near real-time when available, but we do not guarantee its accuracy or timeliness.
Securities products are: Not FDIC insured · Not bank guaranteed · May lose value
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