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ETFs

iShares Russell 1000 Value ETF

IWD
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
May 22 2000
Expense Ratio
0.19%
Type
US Equities
Fund Owner
Blackrock (iShares)
Volume (1m avg. daily)
$289,622,186
AUM
$49,586,092,433
Associated Index
Russell 1000 Value Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
Yes
Prospectus
View

Top 10 Holdings

BRK/B
Berkshire Hathaway Inc. - Ordinary Shares - Class B
3.49%
XOM
Exxon Mobil Corp.
2.43%
JPM
JPMorgan Chase & Co.
2.22%
JNJ
Johnson & Johnson
2.05%
CVX
Chevron Corp.
1.56%
PG
Procter & Gamble Co.
1.53%
WMT
Walmart Inc
1.23%
MRK
Merck & Co Inc
1.17%
CSCO
Cisco Systems, Inc.
1.16%
BAC
Bank Of America Corp.
1.02%
Invest with IWD

What is IWD?

The iShares Russell 1000 Value Index Fund seeks investment results that correspond generally to the price and yield performance before fees and expenses of the large capitalization value sector of the U.S. equity market as represented by the Russell 1000 Value Index. The index represents approximately 50% of the total market capitalization of the Russell 1000 Index.

ETFs related toIWD

ETFs correlated to IWD include VONV, PRF, SCHV

IWD
BlackRock Institutional Trust Company N.A. - iShares Russell 1000 Value ETF
VONV
Vanguard Group, Inc. - Vanguard Russell 1000 Value Index ETF
PRF
Invesco Capital Management LLC - Invesco FTSE RAFI US 1000 ETF
SCHV
Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
ILCV
BlackRock Institutional Trust Company N.A. - iShares Morningstar Value ETF
IWX
BlackRock Institutional Trust Company N.A. - iShares Russell Top 200 Value ETF
FNDB
Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market Index ETF
FNDX
Schwab Strategic Trust - Schwab Fundamental U.S. Large Company Index ETF
JAVA
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
RSP
Invesco Capital Management LLC - Invesco S&P 500 Equal Weight ETF
VTV
Vanguard Group, Inc. - Vanguard Value ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toIWD

#OPUS-12

Opus-12

Category

Opus, Investing for the Long-Term

Risk Rating

Moderate

Create your own algorithmic trading strategy with IWD using Composer

FAQ

IWD is a US Equities ETF. The iShares Russell 1000 Value Index Fund seeks investment results that correspond generally to the price and yield performance before fees and expenses of the large capitalization value sector of the U.S. equity market as represented by the Russell 1000 Value Index. The index represents approximately 50% of the total market capitalization of the Russell 1000 Index.

IWD tracks the Russell 1000 Value Index.

No, IWD is not actively managed. It is passively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

Yes, IWD is passively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on IWD is -0.0072%. This is the percent change in the value of IWD over the most recent 1-month period. The 3-month return on IWD is 0.0032%. This is the percent change in the value of IWD over the most recent 3-month period.

The standard deviation of IWD for the past year is 0.1606%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to IWD include IWDL, IWO, and VUG.

ETFs correlated to IWD include VONV, PRF, and SCHV.

ETFs that are inversely correlated to IWD include DOG, SDOW, and DXD.

Disclaimers

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We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.