iShares Russell 1000 Value ETF

Frequently Asked Questions About IWD

What does IWD invest in?

This exchange-traded fund endeavors to replicate the financial performance of an index. This index is constructed from a selection of U.S. common stocks belonging to both large and medium market capitalization categories, all of which are distinguished by their inherent value attributes.

What is the expense ratio of IWD?

iShares Russell 1000 Value ETF (IWD) charges an expense ratio of 0.18%. This is the annual fee deducted from fund assets to cover management and operations.

How big is IWD?

iShares Russell 1000 Value ETF (IWD) manages $80.95B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is IWD actively managed or an index fund?

IWD is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (IWD's is 0.18%) because there's no security selection cost.

When was IWD launched?

iShares Russell 1000 Value ETF (IWD) launched in May 2000 and is managed by IShares.

How has IWD performed?

IWD's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.