iShares Russell 2000 ETF

Shareclass
iShares Russell 2000 ETF (IWM)
Type
Exchange-traded fund
Gender equality score
Gender equality score

39
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

F
5.3
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 2,413 out of 2,546 funds


See more funds from this group
 All funds
 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
20/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
3/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
15/20
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. Sprout Social Inc Class A
    0.05% of assets
    $33.84M invested
  • 2. Workiva Inc Class A
    0.15% of assets
    $104M invested
  • 3. Halozyme Therapeutics Inc
    0.24% of assets
    $162.38M invested
  • 4. Hillenbrand Inc
    0.07% of assets
    $49.77M invested
  • 5. PagerDuty Inc
    0.06% of assets
    $42.85M invested
  • 6. Upwork Inc
    0.06% of assets
    $43.07M invested
  • 7. AMN Healthcare Services Inc
    0.05% of assets
    $36.83M invested
  • 8. Evertec Inc
    0.08% of assets
    $53.35M invested
  • 9. Chegg Inc
    <0.01% of assets
    $4.19M invested
  • 10. Insight Enterprises Inc
    0.19% of assets
    $126.88M 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. TG Therapeutics Inc
    0.13% of assets
    $90M invested
  • 2. SpringWorks Therapeutics Inc Ordinary Shares
    0.08% of assets
    $53.39M invested
  • 3. Trustmark Corp
    0.08% of assets
    $51.82M invested
  • 4. Red Rock Resorts Inc Class A
    0.1% of assets
    $66.48M invested
  • 5. Servisfirst Bancshares Inc
    0.16% of assets
    $108.67M invested
  • 6. Renasant Corp
    0.08% of assets
    $52.2M invested
  • 7. Luminar Technologies Inc Ordinary Shares - Class A
    <0.01% of assets
    $6.63M invested
  • 8. Axos Financial Inc
    0.14% of assets
    $96.04M invested
  • 9. FTAI Aviation Ltd
    0.52% of assets
    $351.27M invested
  • 10. Claros Mortgage Trust Inc
    0.02% of assets
    $14.31M invested
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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: 10/31/24
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 
5.08% less  in annualized returns
Lower overall gender equality score 
16 / 100 points lower
Lower gender balance in leadership and workforce score 
7 / 40 points lower
Lower equal compensation and work life balance score 
6 / 30 points lower
Lower policies promoting gender equality score 
3 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
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: 10/31/24
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 
5.08% less  in annualized returns
Lower overall gender equality score 
16 / 100 points lower
Lower gender balance in leadership and workforce score 
7 / 40 points lower
Lower equal compensation and work life balance score 
6 / 30 points lower
Lower policies promoting gender equality score 
3 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
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: 10/31/24
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 
5.08% less  in annualized returns
Lower overall gender equality score 
16 / 100 points lower
Lower gender balance in leadership and workforce score 
7 / 40 points lower
Lower equal compensation and work life balance score 
6 / 30 points lower
Lower policies promoting gender equality score 
3 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
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
34%
-0.16%
8.39%
7.88%
39  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
38%
9.05%
15%
13%
55  / 100 points
Fund compared to benchmark
 
-4.09%
-9.21%
-6.85%
-5.08%
16  / 100 points lower
Find more financial data on IWM at Morningstar.com
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