iShares Russell 2000 ETF IWM

iShares Russell 2000 ETF (el Fondo) es un fondo cotizado en bolsa. El Fondo busca resultados de inversión que correspondan generalmente al rendimiento del precio y el rendimiento del índice Russell 2000 (el Índice). El Índice es un índice ponderado por capitalización ajustada al flujo que mide el rendimiento del sector de pequeña capitalización del mercado de valores de Estados Unidos e incluye valores emitidos por aproximadamente los 2,000 emisores más pequeños en el índice Russell 3000. El Fondo invierte en una muestra representativa de valores incluidos en el Índice que en conjunto tienen un perfil de inversión similar al Índice. El Índice es un subconjunto del índice Russell 3000, y sirve como índice subyacente para las series de índices de crecimiento y valor del Russell 2000. Las empresas componentes se ajustan por el flujo disponible y deben cumplir con criterios objetivos para su inclusión en el Índice. El asesor de inversiones del Fondo es BlackRock Fund Advisors (BFA).

Con 4 acciones de IWM (USD 1.126,35) habrías recibido USD 10,92 en dividendos en los últimos 12 meses.

• Zacks Investment Research 1 oct

  Should iShares Russell 2000 ETF (IWM) Be on Your Investing Radar?

  Recent economic data shows PCE inflation came in softer than expected while Q2 GDP exceeded expectations. Market attention is now focused on the upcoming Friday employment report, which will be a key indicator for economic health and potential Federal Reserve policy decisions.

  

• Zacks Investment Research 23 sept

  Should Vanguard Morningstar Small-Cap ETF (VB) Be on Your Investing Radar?

  The Vanguard Morningstar Small-Cap ETF (VB) is highlighted as an attractive option for investors seeking small-cap blend exposure. With $79.09 billion in assets, an extremely low expense ratio of 0.03%, and a Zacks ETF Rank of 2 (Buy), VB offers diversified exposure to 1,313 small-cap holdings. The fund has returned 14.05% year-to-date and 14.76% over the past year, with a moderate risk profile (beta of 1.04).

  

• Zacks Investment Research 18 sept

  Is Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF (GSSC) a Strong ETF Right Now?

  The Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF (GSSC) is reviewed as a reasonable option for investors seeking small-cap exposure with a smart beta strategy. The fund has gained 16.84% year-to-date and 18.48% over the past year, with a 0.20% expense ratio. However, cheaper alternatives like iShares Core S&P Small-Cap ETF (IJR) with a 0.06% expense ratio are available for cost-conscious investors.

  

• The Motley Fool 14 sept

  4 Simple ETFs Built for Long-Term Buy-and-Hold Investors

  The article recommends four ETFs for long-term buy-and-hold investors seeking diversified exposure to different market segments: VTI for broad market exposure across all caps, SCHD for dividend-paying stocks, VUG for growth stocks, and IWM for small-cap opportunities. Each ETF offers distinct risk-return profiles suited to different investment goals.

  

• The Motley Fool 19 ago

  The Small-Cap Premium Was Supposed to Beat Large Caps Over Time. It Hasn't in 15 Years. Here's the Actual Gap.

  Small-cap stocks have significantly underperformed large-cap stocks over the past 15 years, with the Vanguard S&P 500 ETF gaining 830% compared to the iShares Russell 2000 ETF's 490% return since 2010. Poor profitability, high debt levels, and passive fund flows favoring mega-cap tech have driven the underperformance. However, with small-cap earnings expected to grow 18% in 2026-2027 and valuations considerably lower, a potential rotation from large caps to small caps could be approaching.