iShares Russell 1000 Value ETF (IWD)

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iShares Russell 1000 Value ETF (IWD) is an index stock ETF (Exchange Traded Fund). This equity fund is investing in large U.S. companies that are thought to be undervalued by the market relative to comparable companies.

Its objective is to track the investment results of an index composed of large- and mid-capitalization U.S. equities that exhibit value characteristics. This stock fund provides low cost access to this index in a single fund for U.S. stocks.

IWF Fund Details

    iShares Russell 1000 Value ETF (IWD)
  • Fund Inception Date: 05/22/2000
  • Ticker Symbol: IWD
  • CUSIP: 464287598
  • Rank in category (YTD): 38%
  • Category: Large Value
  • Yield: 2.17%
  • Capital Gains: -
  • Expense Ratio: 0.20%
  • Total Assets: $ 36.85 billion
  • Annual Turnover Rate: -
This iShares ETF has a higher dividend yield than regular ETF with 2.00%. The total assets are $26 billion. As one of popular ETFs, this large value fund has an expense fee of 0.20%. Its current share price is $102.23. This fund price has 52 week range between $88.64-106.39.

You can buy this popular ETF through your brokerage for retirement or regular investment account. For 401k, please check with your administrator. Invest in ETF can be done with as little as 1 share (i.e. less than $105.00 per share).

iShares Russell 1000 Value ETF Performance

Morningstar has ranked this U.S. stock ETF with 4 stars rating. In 2014, the total 1 year return is 13.17%. The 3 year annualized return is 18.57%. This popular ETF has returned 10.80% over the past 1 year, and 14.09% over the past 5 years.
YearReturn
201332.09%
201413.17%
2015-3.97%
201617.26%
20172.92%
As of December 2014, top 5 stocks are Exxon Mobil Corporation (XOM), Berkshire Hathaway Inc Class B (BRK.B), Johnson & Johnson (JNJ), Wells Fargo & Co (WFC), and General Electric Co (GE). Top 5 sectors are financial services, healthcare, energy, industrials, and technology.

More: Best iShares ETFs 2014

Pros:
  • iShares Russell 1000 Value ETF has low expense fee of 0.20%.
  • You can diversify your investment portfolio using this ETF.
Cons:
  • None

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