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It represents about half of the Russell 2000 market value and the annual turnover ratio is 28%.Īs expected, aggregate valuation ratios of IWN are much lower than for the iShares Russell 2000 ETF ( IWM): It includes companies with lower price-to-book ratios and lower expected growth values in the parent index Russell 2000. The SEC Yield of IWN is currently 1.07% and the total expense ratio is 0.24%.Īs described in the prospectus by iShares, the underlying index measures the performance of a small cap segment of the US stock market. The iShares Russell 2000 Value ETF ( NYSEARCA: IWN) has been tracking the Russell 2000 Value Index since July 2000.
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To read this article on click here.Takasuu/iStock via Getty Images IWN strategy IShares S&P SmallCap 600 Value ETF (IJS): ETF Research Reports Vanguard SmallCap Value ETF (VBR): ETF Research Reports
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Tenet Healthcare Corporation (THC) : Free Stock Analysis ReportĪMC Entertainment Holdings, Inc. IShares Russell 2000 Value ETF (IWN): ETF Research Reports
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Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. They are excellent vehicles for long term investors. Passively managed ETFs are becoming increasingly popular with institutional as well as retail investors due to their low cost, transparency, flexibility and tax efficiency. IJS has an expense ratio of 0.18% and VBR charges 0.07%. While iShares S&P SmallCap 600 Value ETF has $8.21 billion in assets, Vanguard SmallCap Value ETF has $23.99 billion. The iShares S&P SmallCap 600 Value ETF (IJS) and the Vanguard SmallCap Value ETF (VBR) track a similar index. There are other additional ETFs in the space that investors could consider as well. Because of this, IWN is an excellent option for investors seeking exposure to the Style Box - Small Cap Value segment of the market. IShares Russell 2000 Value ETF holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. With about 1444 holdings, it effectively diversifies company-specific risk. The ETF has a beta of 1.15 and standard deviation of 31.34% for the trailing three-year period, making it a medium risk choice in the space.
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In the past 52-week period, it has traded between $140.57 and $176.88. The ETF has lost about -13.05% so far this year and is down about -9.32% in the last one year (as of ). The Russell 2000 Value Index measures the performance of the small-capitalization value sector of the U.S. IWN seeks to match the performance of the Russell 2000 Value Index before fees and expenses. The top 10 holdings account for about 5.12% of total assets under management. Looking at individual holdings, Ovintiv Inc (OVV) accounts for about 0.73% of total assets, followed by Amc Entertainment Holdings Inc Cla (AMC) and Tenet Healthcare Corp (THC). Industrials and Real Estate round out the top three. This ETF has heaviest allocation to the Financials sector-about 26.80% of the portfolio. Most ETFs are very transparent products and many disclose their holdings on a daily basis. It has a 12-month trailing dividend yield of 1.77%.ĮTFs offer a diversified exposure and thus minimize single stock risk but it is still important to delve into a fund's holdings before investing. While value stocks have outperformed growth stocks in nearly all markets when you consider long-term performance, growth stocks are more likely to outpace value stocks in strong bull markets.Įxpense ratios are an important factor in the return of an ETF and in the long term, cheaper funds can significantly outperform their more expensive counterparts, other things remaining the same.Īnnual operating expenses for this ETF are 0.24%, putting it on par with most peer products in the space. Carrying lower than average price-to-earnings and price-to-book ratios, value stocks also have lower than average sales and earnings growth rates.