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IWL - ETF AI Analysis
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iShares Russell Top 200 ETF (IWL)
Rating:75Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several of the largest positions, like Nvidia and Broadcom, have delivered strong year-to-date gains, driving the ETF's performance higher.
Sector Diversification
The ETF is spread across multiple sectors, including technology, financials, and health care, reducing reliance on any single industry.
Low Expense Ratio
The fund charges a low expense ratio, making it cost-effective compared to many other ETFs.
Negative Factors
High Concentration in Technology
Nearly 40% of the ETF is allocated to technology, increasing vulnerability to downturns in that sector.
Overweight in U.S. Exposure
The ETF is heavily focused on U.S. companies, with minimal exposure to international markets, limiting geographic diversification.
Underperformance of Key Holdings
Some major holdings, like Apple and Amazon, have shown weaker year-to-date performance, which could weigh on future returns.
IWL vs. SPDR S&P 500 ETF (SPY)
AUM2.05B
RegionNorth America
Expense Ratio0.15%
Beta1.03
IssueriShares
Inception DateSep 22, 2009
Dividend Yield0.89%
Asset ClassEquity
Index TrackedRussell Top 200
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume48,707
30 Day Avg. Volume47,719
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
201.55Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering199
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IWL Summary
The iShares Russell Top 200 ETF (IWL) is an investment fund that focuses on the largest and most influential companies in the U.S. stock market by tracking the Russell Top 200 Index. This ETF includes well-known companies like Microsoft and Apple, offering exposure to a mix of industries such as technology, healthcare, and finance. Investors might consider IWL for its potential to provide stability and growth through a diversified portfolio of established, blue-chip companies. However, since nearly 40% of the fund is invested in technology stocks, its performance can be heavily influenced by changes in the tech sector.
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
The iShares Russell Top 200 ETF leans heavily into U.S. technology giants, with nearly 38% of its weight in the sector. Nvidia, a key driver of the fund, has seen mixed performance recently, with long-term AI growth potential offset by short-term challenges. Apple and Microsoft are steady contributors, though Microsoft's recent dip tempers its cloud-driven optimism. Alphabet's strong gains, fueled by AI and cloud investments, add momentum, while Tesla’s rising stock energizes the fund. However, Berkshire Hathaway’s lagging performance slightly weighs on returns, highlighting the fund’s reliance on tech-heavy growth stories.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.76% | $179.14M | $4.63T | 39.06% | 76 Outperform | |
| Apple | 7.83% | $160.12M | $4.04T | 6.97% | 79 Outperform | |
| Microsoft | 7.11% | $145.31M | $3.62T | 13.28% | 79 Outperform | |
| Amazon | 4.38% | $89.60M | $2.49T | 3.92% | 71 Outperform | |
| Alphabet Class A | 3.58% | $73.21M | $3.79T | 62.64% | 85 Outperform | |
| Broadcom | 3.20% | $65.33M | $1.67T | 45.66% | 76 Outperform | |
| Alphabet Class C | 2.93% | $59.89M | $3.79T | 62.32% | 82 Outperform | |
| Meta Platforms | 2.85% | $58.18M | $1.67T | 10.58% | 76 Outperform | |
| Tesla | 2.63% | $53.86M | $1.58T | 10.08% | 73 Outperform | |
| Berkshire Hathaway B | 1.81% | $36.92M | $1.07T | 9.15% | 66 Neutral |
IWL Technical Analysis
Positive
―
Price Trends
168.98
Positive
165.47
Positive
154.42
Positive
Market Momentum
0.87
Negative
61.56
Neutral
97.03
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IWL, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 170.44, equal to the 50-day MA of 168.98, and equal to the 200-day MA of 154.42, indicating a bullish trend. The MACD of 0.87 indicates Negative momentum. The RSI at 61.56 is Neutral, neither overbought nor oversold. The STOCH value of 97.03 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IWL.
IWL Peer Comparison
Comparison Results
Performance Comparison
IWL
iShares Russell Top 200 ETF
172.59
28.60
19.86%
MGC
Vanguard Mega Cap ETF
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PRF
Invesco FTSE RAFI US 1000 ETF
―
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QYLD
Global X NASDAQ 100 Covered Call ETF
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―
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FTCS
First Trust Capital Strength ETF
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―
―
JQUA
JPMorgan U.S. Quality Factor 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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