IWM - ETF AI Analysis
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iShares Russell 2000 ETF (IWM)
Rating:62Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the past month, indicating positive recent momentum in small-cap stocks.
Broad Sector Diversification
Holdings are spread across many sectors such as health care, technology, industrials, and financials, which helps reduce the impact of weakness in any single industry.
Low Expense Ratio for a Small-Cap Fund
The fund’s relatively low fee leaves more of the small-cap performance potential in investors’ hands compared with many actively managed alternatives.
Negative Factors
Heavy U.S. Concentration
With the vast majority of assets in U.S. companies, the ETF offers limited geographic diversification and is highly tied to the U.S. economy.
Small-Cap Volatility Risk
Because it focuses on smaller companies, the fund can be more sensitive to market swings and economic slowdowns than large-cap funds.
Top Holdings Can Be Volatile
Several of the largest positions, particularly in technology and energy-related names, have shown strong but potentially volatile performance that can increase short-term risk.
IWM vs. SPDR S&P 500 ETF (SPY)
AUM82.15B
RegionNorth America
Expense Ratio0.19%
Beta1.07
IssueriShares
Inception DateMay 22, 2000
Dividend Yield0.9%
Asset ClassEquity
Index TrackedRussell 2000
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume17,047,110
30 Day Avg. Volume26,274,379
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
362.32Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1958
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IWM Summary
The iShares Russell 2000 ETF (IWM) tracks the Russell 2000 Index, which focuses on smaller U.S. companies across many industries like health care, technology, and industrials. It holds hundreds of stocks, including names like Bloom Energy and Rambus, giving investors broad exposure to small, fast-growing businesses that may not yet be household names. Someone might invest in IWM to seek long-term growth and diversify beyond large, well-known companies. A key risk is that small-company stocks can be more volatile, so the ETF’s price can move up and down more sharply than the overall market.
How much will it cost me?The iShares Russell 2000 ETF (IWM) has an expense ratio of 0.19%, which means you’ll pay $1.90 per year for every $1,000 invested. This cost is slightly higher than average for passively managed ETFs because it tracks a more specialized index of small-cap stocks, which can involve higher management and operational costs.
What would affect this ETF?The iShares Russell 2000 ETF (IWM), which focuses on U.S. small-cap companies, could benefit from economic growth and innovation in sectors like technology and healthcare, as these industries often drive entrepreneurial success. However, it may face challenges from rising interest rates, which can increase borrowing costs for smaller companies, and economic slowdowns that disproportionately impact small-cap stocks. Regulatory changes or sector-specific disruptions could also influence the ETF's performance.
IWM Top 10 Holdings
IWM’s story is all about U.S. small caps, with a clear tilt toward tech and industrial innovators rather than mega-cap giants. Rising names like Bloom Energy and Credo Technology are doing much of the heavy lifting, helped by steady contributions from Sterling Infrastructure and TTM Technologies. On the flip side, Fabrinet and IonQ have been more mixed, occasionally losing steam and muting some of those gains, while Coeur Mining has been a mild drag. Overall, the fund is broadly diversified across U.S. sectors but leans on smaller tech and industrial players for its punch.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Moog | 0.36% | $292.30M | $12.40B | 111.94% | 73 Outperform | |
| BrightSpring Health Services, Inc. | 0.35% | $286.86M | $13.67B | 240.28% | 67 Neutral | |
| Cytokinetics | 0.34% | $281.36M | $10.19B | 113.60% | 57 Neutral | |
| UMB Financial | 0.34% | $276.48M | $10.84B | 33.94% | 77 Outperform | |
| Hut 8 | 0.33% | $274.15M | $11.07B | 375.00% | ― | |
| JFrog | 0.31% | $256.63M | $11.04B | 126.50% | 73 Outperform | |
| Old National Bancorp Capital | 0.29% | $237.51M | $10.17B | 15.85% | 80 Outperform | |
| Krystal Biotech | 0.29% | $235.69M | $10.01B | 133.37% | 80 Outperform | |
| CareTrust REIT | 0.29% | $234.73M | $9.57B | 31.86% | 80 Outperform | |
| Compass | 0.29% | $234.23M | $8.84B | 92.25% | 61 Neutral |
IWM Technical Analysis
Positive
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Price Trends
289.69
Positive
274.47
Positive
262.14
Positive
Market Momentum
1.76
Positive
53.27
Neutral
42.11
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IWM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 296.59, equal to the 50-day MA of 289.69, and equal to the 200-day MA of 262.14, indicating a neutral trend. The MACD of 1.76 indicates Positive momentum. The RSI at 53.27 is Neutral, neither overbought nor oversold. The STOCH value of 42.11 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IWM.
IWM Peer Comparison
Comparison Results
Performance Comparison
IWM
iShares Russell 2000 ETF
295.59
75.55
34.33%
IJR
iShares Core S&P Small Cap ETF
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VB
Vanguard Small-Cap ETF
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SCHA
Schwab U.S. Small-Cap ETF
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VTWO
Vanguard Russell 2000 ETF
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GSC
Goldman Sachs Small Cap Core Equity 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.
DisclaimerThis 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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