iShares Russell Top 200 Value ETF

Frequently Asked Questions About IWX

What does IWX invest in?

The fund generally will invest at least 80% of its assets in the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.

What is the expense ratio of IWX?

iShares Russell Top 200 Value ETF (IWX) charges an expense ratio of 0.20%. This is the annual fee deducted from fund assets to cover management and operations.

How big is IWX?

iShares Russell Top 200 Value ETF (IWX) manages $3.98B 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 IWX actively managed or an index fund?

IWX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was IWX launched?

iShares Russell Top 200 Value ETF (IWX) launched in September 2009 and is managed by IShares.

How has IWX performed?

IWX'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.