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IWM - ETF AI Analysis
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iShares Russell 2000 ETF (IWM)
Rating:65Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, indicating positive momentum.
Broad Sector Diversification
The fund is spread across multiple sectors, reducing the risk of any single industry downturn.
Low Expense Ratio
The ETF charges a competitive fee, making it cost-effective for investors.
Negative Factors
High Geographic Concentration
The ETF is heavily focused on U.S. companies, limiting exposure to international markets.
Small-Cap Volatility
As a small-cap fund, it may be more sensitive to market fluctuations and economic uncertainty.
Underperforming Holdings
Some top holdings have shown weak year-to-date performance, which could drag on overall returns.
IWM vs. SPDR S&P 500 ETF (SPY)
AUM72.94B
RegionNorth America
Expense Ratio0.19%
Beta1.06
IssueriShares
Inception DateMay 22, 2000
Dividend Yield1%
Asset ClassEquity
Index TrackedRussell 2000
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume23,034,079
30 Day Avg. Volume40,781,573
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
311.92Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering1946
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IWM Summary
The iShares Russell 2000 ETF (Ticker: IWM) is an investment fund that follows the Russell 2000 Index, which tracks 2,000 smaller U.S. companies. These businesses are often in earlier stages of growth and span industries like technology, healthcare, and financials. Some well-known companies in the ETF include Bloom Energy and Credo Technology Group. Investors might consider IWM to diversify their portfolio and tap into the growth potential of small-cap stocks. However, small-cap stocks can be more volatile than larger companies, meaning the ETF's value may rise and fall more dramatically with market changes.
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
The iShares Russell 2000 ETF (IWM) is leaning heavily into U.S. small-cap stocks, with a diverse mix of sectors like healthcare, technology, and financials driving its performance. Fabrinet and Hecla Mining are rising stars, benefiting from strong financial results and positive momentum, while IonQ and Guardant Health are showing mixed signals, with growth potential tempered by profitability concerns. Bloom Energy is steady but faces valuation challenges. The fund’s broad exposure to agile, entrepreneurial companies makes it a dynamic choice, though its reliance on smaller, volatile names means performance can swing widely.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Credo Technology Group Holding Ltd | 0.76% | $558.06M | $25.33B | 76.61% | 77 Outperform | |
| Bloom Energy | 0.65% | $480.30M | $24.57B | 311.21% | 62 Neutral | |
| Fabrinet | 0.56% | $416.44M | $16.37B | 109.08% | 78 Outperform | |
| IonQ | 0.52% | $384.01M | $17.26B | 2.36% | 51 Neutral | |
| Echostar | 0.51% | $372.93M | $31.86B | 410.60% | 57 Neutral | |
| Nextpower Inc | 0.44% | $321.52M | $13.30B | 108.36% | 78 Outperform | |
| Kratos Defense | 0.43% | $320.43M | $15.18B | 221.32% | 60 Neutral | |
| Guardant Health | 0.43% | $313.79M | $13.18B | 210.73% | 61 Neutral | |
| Hecla Mining Company | 0.42% | $308.72M | $13.22B | 326.63% | 74 Outperform | |
| BridgeBio Pharma | 0.42% | $307.22M | $14.15B | 156.46% | 59 Neutral |
IWM Technical Analysis
Positive
―
Price Trends
245.88
Positive
242.09
Positive
224.20
Positive
Market Momentum
1.63
Positive
61.44
Neutral
68.05
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 251.18, equal to the 50-day MA of 245.88, and equal to the 200-day MA of 224.20, indicating a bullish trend. The MACD of 1.63 indicates Positive momentum. The RSI at 61.44 is Neutral, neither overbought nor oversold. The STOCH value of 68.05 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
256.08
41.66
19.43%
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.
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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