IWD:ARCA-iShares Russell 1000 Value

ETF | Large Value | NYSE Arca

Last Closing Price

USD 128.35


0.00 (0.00)%

Market Cap

USD 41.34B



Yahoo Analyst Target


STA Analyst Target

Yahoo Analyst Rating


STA Analyst Rating


STA Verdict



The investment seeks to track the investment results of the Russell 1000? Value Index (the "underlying index"), which measures the performance of large- and mid-capitalization value sectors of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.

Inception Date: 22/05/2000

Primary Benchmark: Russell 1000 Value TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.2%

Management Expense Ratio: 0.20 %

Unadjusted Closing Price

Adjusted Closing Price



Top Sectors


Top Regions


Share Volume

Relative Performance (Total Returns)

Relative Returns (From:    To: 2018-01-15 )

Largest Industry Peers for Large Value

Symbol Name Mer Price(Change) Market Cap
VTV Vanguard Value 0.06 %


USD 37.94B
DIA SPDR Dow Jones Industrial Aver.. 0.15 %


USD 23.89B
VYM Vanguard High Dividend Yield 0.08 %


USD 21.83B
SDY SPDR S&P Dividend 0.35 %


USD 16.61B
IVE iShares S&P 500 Value 0.18 %


USD 15.96B
SPLV PowerShares S&P 500 Low Volati.. 0.25 %


USD 7.51B
SCHD Schwab US Dividend Equity 0.07 %


USD 7.46B
HDV iShares Core High Dividend 0.10 %


USD 6.77B
PRF Powershares FTSE RAFI US 1000 .. 0.39 %


USD 5.56B
SCHV Schwab U.S. Large-Cap Value 0.05 %


USD 4.27B

ETFs Containing IWD

QED IQ Hedge Event-Driven Tra.. 1.38 % 0.76 %


USD 3.15M

Market Performance

  Market Performance vs.
Industry/Classification (Large Value)
Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Capital Gain 3.23% 49% F 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.23% 49% F 57% F
Trailing 12 Months  
Capital Gain 13.78% 28% F 60% D-
Dividend Return 2.30% 28% F 35% F
Total Return 16.07% 25% F 58% F
Trailing 5 Years  
Capital Gain 69.75% 43% F 72% C-
Dividend Return 15.16% 29% F 46% F
Total Return 84.91% 43% F 72% C-
Average Annual (5 Year Horizon)  
Capital Gain 8.68% 61% D- 70% C-
Dividend Return 11.05% 54% F 70% C-
Total Return 2.37% 43% F 45% F
Risk Return Profile  
Volatility (Standard Deviation) 9.35% 40% F 73% C
Risk Adjusted Return 118.20% 51% F 87% B+
Market Capitalization 33.14B 100% A+ 95% A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.