iShares Russell Top 200 ETF | Gender equality score

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. Procter & Gamble Co
1.21% of assets
$9.47M invested
2. S&P Global Inc
0.4% of assets
$3.15M invested
3. Dow Inc
0.13% of assets
$992,384 invested
4. JPMorgan Chase & Co
1.38% of assets
$10.81M invested
5. Wells Fargo & Co
0.65% of assets
$5.13M invested
6. Accenture PLC Class A
0.67% of assets
$5.29M invested
7. Philip Morris International Inc
0.53% of assets
$4.19M invested
8. The Goldman Sachs Group Inc
0.43% of assets
$3.38M invested
9. General Mills Inc
0.18% of assets
$1.44M invested
10. Meta Platforms Inc Class A
0.8% of assets
$6.29M invested

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. Southern Copper Corp
0.02% of assets
$123,531 invested
2. Berkshire Hathaway Inc Class B
1.99% of assets
$15.67M invested
3. Snowflake Inc Ordinary Shares - Class A
0.18% of assets
$1.44M invested
4. Roper Technologies Inc
0.16% of assets
$1.29M invested
5. Chubb Ltd
0.33% of assets
$2.62M invested
6. Charter Communications Inc Class A
0.15% of assets
$1.2M invested
7. CSX Corp
0.23% of assets
$1.83M invested
8. Keurig Dr Pepper Inc
0.13% of assets
$982,069 invested
9. Blackstone Inc
0.24% of assets
$1.88M invested
10. Cognizant Technology Solutions Corp Class A
0.12% of assets
$956,534 invested

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Financial performance

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Find more financial data on IWL at Morningstar.com

Gender Equality and Returns

Returns chart for iShares Russell Top 200 ETF

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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

IWL

iShares Russell Top 200 ETF

Family

BlackRock/iShares

Category

Large Blend

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vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

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Fund comparison settings

Investment timeline

Performance as of: 10/31/22

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

0.23% more in annualized returns

Higher overall gender equality score

1 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

IWL

iShares Russell Top 200 ETF

Family

BlackRock/iShares

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/22

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

0.23% more in annualized returns

Higher overall gender equality score

1 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

IWL

iShares Russell Top 200 ETF

Family

BlackRock/iShares

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/22

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

0.23% more in annualized returns

Higher overall gender equality score

1 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 10/31/22

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
IWL - iShares Russell Top 200 ETF

-16.21%

11%

13%

52 / 100 points

Benchmark

-14.64%

10%

13%

51 / 100 points

Fund compared to benchmark

-1.58%

0.43%

0.47%

0.23%

1 / 100 points higher

Find more financial data on IWL at Morningstar.com

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