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IWL - ETF AI Analysis
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iShares Russell Top 200 ETF (IWL)
Rating:75Outperform
Price Target:―
Positive Factors
Low Expense Ratio
The fund’s relatively low annual fee helps investors keep more of their returns over time.
Broad Sector Coverage
Holdings spread across technology, financials, communication services, consumer sectors, and more help reduce the impact of weakness in any single industry.
Large, Established Companies
The ETF focuses on many of the largest and most well-known U.S. companies, which tend to have more stable business models than smaller firms.
Negative Factors
Heavy Technology Concentration
A large portion of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that sector.
Weak Recent Performance
The fund has shown slightly negative results so far this year and over the past month, which may signal recent headwinds for its holdings.
Underperforming Top Holdings
Several of the largest positions, including major technology names, have been lagging this year, which can drag on overall fund performance.
IWL vs. SPDR S&P 500 ETF (SPY)
AUM2.03B
RegionNorth America
Expense Ratio0.15%
Beta1.03
IssueriShares
Inception DateSep 22, 2009
Dividend Yield0.91%
Asset ClassEquity
Index TrackedRussell Top 200
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume50,563
30 Day Avg. Volume70,019
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
206.30Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering200
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IWL Summary
The iShares Russell Top 200 ETF (IWL) tracks the Russell Top 200 Index, which focuses on the largest U.S. companies. It mainly holds big, well-known names like Apple and Microsoft, along with other leading firms across technology, finance, health care, and more. Someone might invest in IWL to get broad, one-stop exposure to many of the biggest and most established U.S. stocks, which can help with diversification and long-term growth potential. A key risk is that it is heavily weighted toward large U.S. tech companies, so its value can rise and fall sharply with that part of the market.
How much will it cost me?The iShares Russell Top 200 ETF (IWL) has an expense ratio of 0.15%, which means you’ll pay $1.50 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks the Russell Top 200 Index, keeping costs down compared to actively managed funds.
What would affect this ETF?The iShares Russell Top 200 ETF (IWL), with significant exposure to technology and large-cap U.S. companies like Nvidia, Microsoft, and Apple, could benefit from continued innovation and growth in the tech sector as well as a stable U.S. economy. However, it may face challenges from rising interest rates, which could negatively impact high-growth companies, and regulatory scrutiny on major tech firms. Broader economic conditions, such as a recession or geopolitical tensions, could also affect the ETF's performance given its reliance on U.S. market leaders.
IWL Top 10 Holdings
IWL is riding on the shoulders of U.S. mega-cap tech, with Nvidia, Microsoft, and Apple forming the core engine—but that engine has been sputtering lately, as all three have shown lagging or mixed performance despite strong long-term AI and cloud stories. Alphabet and Amazon are the brighter spots, with rising trends that help offset some of the tech softness. Meta and Tesla have also been losing steam, adding to recent drag. Overall, this is a U.S.-only, Big Tech–heavy fund whose fortunes are tightly tied to a handful of giant names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.81% | $179.90M | $4.49T | 35.01% | 76 Outperform | |
| Apple | 7.72% | $157.59M | $3.87T | 7.96% | 79 Outperform | |
| Microsoft | 5.93% | $121.18M | $2.95T | -3.66% | 79 Outperform | |
| Amazon | 3.93% | $80.33M | $2.16T | -9.64% | 71 Outperform | |
| Alphabet Class A | 3.53% | $72.10M | $3.66T | 63.72% | 85 Outperform | |
| Broadcom | 3.08% | $62.98M | $1.58T | 45.81% | 76 Outperform | |
| Alphabet Class C | 2.88% | $58.82M | $3.66T | 62.42% | 82 Outperform | |
| Meta Platforms | 2.81% | $57.43M | $1.62T | -8.60% | 76 Outperform | |
| Tesla | 2.32% | $47.46M | $1.54T | 14.08% | 73 Outperform | |
| Berkshire Hathaway B | 1.84% | $37.64M | $1.09T | 3.16% | 66 Neutral |
IWL Technical Analysis
Neutral
―
Price Trends
171.09
Negative
169.31
Positive
161.04
Positive
Market Momentum
-0.56
Positive
45.33
Neutral
29.95
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IWL, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 171.01, equal to the 50-day MA of 171.09, and equal to the 200-day MA of 161.04, indicating a neutral trend. The MACD of -0.56 indicates Positive momentum. The RSI at 45.33 is Neutral, neither overbought nor oversold. The STOCH value of 29.95 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for IWL.
IWL Peer Comparison
Comparison Results
Performance Comparison
IWL
iShares Russell Top 200 ETF
169.51
19.89
13.29%
MGC
Vanguard Mega Cap ETF
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PRF
Invesco FTSE RAFI US 1000 ETF
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QQQI
NEOS Nasdaq 100 High Income ETF
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FTCS
First Trust Capital Strength ETF
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QYLD
Global X NASDAQ 100 Covered Call ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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