iShares Russell 2000 ETF
Fund offered by:
BlackRock/iShares
Ticker: IWM
Gender equality score
Gender equality score

26
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

F
11.1
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 2,103 out of 2,365 funds


See more funds from this group
 All funds
 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
12/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
1/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
12/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. iRobot Corp
    0.09% of assets
    $63.46M invested
  • 2. Herman Miller Inc
    0.1% of assets
    $66.79M invested
  • 3. AMN Healthcare Services Inc
    0.14% of assets
    $97.28M invested
  • 4. Halozyme Therapeutics Inc
    0.19% of assets
    $129.64M invested
  • 5. Caesars Entertainment Inc
    0.67% of assets
    $454.97M invested
  • 6. Alcoa Corp
    0.26% of assets
    $175.09M invested
  • 7. Macy's Inc
    0.18% of assets
    $120.52M invested
  • 8. South Jersey Industries Inc
    0.09% of assets
    $63.05M invested
  • 9. Pitney Bowes Inc
    0.05% of assets
    $32.05M invested
  • 10. Deckers Outdoor Corp
    0.33% of assets
    $220.94M invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. United Bankshares Inc
    0.18% of assets
    $119.62M invested
  • 2. J&J Snack Foods Corp
    0.09% of assets
    $62.08M invested
  • 3. Sinclair Broadcast Group Inc
    0.05% of assets
    $35.44M invested
  • 4. Investors Bancorp Inc
    0.12% of assets
    $78.81M invested
  • 5. Hilltop Holdings Inc
    0.09% of assets
    $57.74M invested
  • 6. Servisfirst Bancshares Inc
    0.12% of assets
    $79.43M invested
  • 7. Stamps.com Inc
    0.11% of assets
    $75.02M invested
  • 8. The Simply Good Foods Co
    0.1% of assets
    $69.47M invested
  • 9. Cloudera Inc
    0.09% of assets
    $62.26M invested
  • 10. Mueller Industries Inc
    0.09% of assets
    $60.42M invested
Find sustainably-invested mutual funds and ETFs



Search for funds from your 401(k), retirement plan, or personal portfolio
Financial performance
Performance data provided byMorningstarFind more financial data on IWM at Morningstar.com
Gender Equality and Returns
Returns chart for iShares Russell 2000 ETF
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Current fund
IWM
iShares Russell 2000 ETF
Family
BlackRock/iShares
Category
Small Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
2.46% less  in annualized returns
Lower overall gender equality score 
18 / 100 points lower
Lower gender balance in leadership and workforce score 
9 / 40 points lower
Lower equal compensation and work life balance score 
4 / 30 points lower
Lower policies promoting gender equality score 
5 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
IWM
iShares Russell 2000 ETF
Family
BlackRock/iShares
Category
Small Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
2.46% less  in annualized returns
Lower overall gender equality score 
18 / 100 points lower
Lower gender balance in leadership and workforce score 
9 / 40 points lower
Lower equal compensation and work life balance score 
4 / 30 points lower
Lower policies promoting gender equality score 
5 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
IWM
iShares Russell 2000 ETF
Family
BlackRock/iShares
Category
Small Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
2.46% less  in annualized returns
Lower overall gender equality score 
18 / 100 points lower
Lower gender balance in leadership and workforce score 
9 / 40 points lower
Lower equal compensation and work life balance score 
4 / 30 points lower
Lower policies promoting gender equality score 
5 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
IWM - iShares Russell 2000 ETF
64%
13%
16%
12%
26  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
40%
18%
17%
14%
44  / 100 points
Fund compared to benchmark
 
24%
-4.99%
-1.16%
-2.46%
18  / 100 points lower
Find more financial data on IWM at Morningstar.com
What's next?
Learn how to make a change and move your money
Get started with our action toolkit
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco: