IWL - ETF AI Analysis
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iShares Russell Top 200 ETF (IWL)
IWL, the iShares Russell Top 200 ETF, earns a solid overall rating largely because it is heavily invested in high-quality tech leaders like Apple, Microsoft, and Alphabet, which show strong financial performance, positive earnings outlooks, and promising growth in areas like cloud and AI. Nvidia, Broadcom, and Meta also support the rating with robust AI-related growth drivers, though their high valuations and some mixed technical signals add risk. The main risk factor is the fund’s concentration in large, premium-priced technology and growth names such as Tesla and Eli Lilly, where high valuations and specific issues like leverage or cash flow challenges could weigh on future returns.
IWL vs. SPDR S&P 500 ETF (SPY)
- AUM
- 2.25B
- Region
- North America
- Expense Ratio
- 0.15%
- Beta
- 1.04
- Issuer
- iShares
- Inception Date
- Sep 22, 2009
- Dividend Yield
- 0.85%
- Asset Class
- Equity
- Index Tracked
- Russell Top 200
IWL Summary
IWL is the iShares Russell Top 200 ETF, which follows the Russell Top 200 Index, a list of the largest U.S. companies. It mainly holds big, well-known names like Apple and Microsoft, along with other leading tech, financial, and healthcare firms. Investors might consider IWL for simple, broad diversification across many blue-chip stocks and the potential for long-term growth from major industry leaders. However, because it is heavily tilted toward large U.S. tech-related companies, its value can go up and down with the stock market and may be especially sensitive to swings in the technology sector.
How much will it cost me?
This ETF has an expense ratio of 0.15%, which means you’ll pay about $1.50 per year for every $1,000 invested. That’s lower than the average stock ETF because it’s passively managed and simply tracks the Russell Top 200 Index instead of paying managers to pick individual stocks.
What would affect this ETF?
Future returns for IWL will be heavily influenced by how large U.S. technology and internet companies like Nvidia, Apple, Microsoft, Amazon, Alphabet, and Meta perform, as well as overall economic growth that tends to support big, established businesses. Positive drivers could include strong innovation in tech, steady consumer spending, and a stable interest rate environment, while risks include tighter regulation on big tech, economic slowdowns that hurt large U.S. companies, and rising interest rates that can pressure stock prices across sectors.
IWL Top 10 Holdings
IWL is essentially riding on the shoulders of Big Tech, with Nvidia, Apple, and Microsoft acting as the main engines of performance. Apple and Microsoft have been steadily rising, while Nvidia’s longer-term gains are partly offset by some recent wobbling. Amazon is contributing modest upside, but Alphabet’s twin share classes have been lagging and weighing on the fund, with Meta adding a bit of volatility to the mix. With heavy exposure to U.S. tech and communication giants, this ETF is firmly anchored in the American mega-cap growth story.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AAPL | Apple | 8.87% | $195.80M | $5.03T | 26.98% | 79Outperform |
 NVDA | Nvidia | 8.50% | $187.59M | $4.93T | 0.86% | 76Outperform |
 MSFT | Microsoft | 6.90% | $152.37M | $3.88T | -0.73% | 79Outperform |
 AMZN | Amazon | 4.15% | $91.62M | $2.59T | 7.85% | 71Outperform |
 GOOGL | Alphabet Class A | 2.90% | $64.08M | $3.41T | -0.58% | 85Outperform |
 AVGO | Broadcom | 2.70% | $59.61M | $1.56T | -13.38% | 76Outperform |
 META | Meta Platforms | 2.41% | $53.12M | $1.57T | -7.72% | 76Outperform |
 GOOG | Alphabet Class C | 2.36% | $51.98M | $3.41T | -1.31% | 82Outperform |
 TSLA | Tesla | 2.08% | $45.90M | $1.58T | -9.15% | 73Outperform |
 LLY | Eli Lilly & Co | 2.02% | $44.48M | $1.33T | 67.86% | 72Outperform |
IWL Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IWL, the sentiment is Negative. The current price of 187.23 is below the 20-day moving average (MA) of 191.64, below the 50-day MA of 190.63, and above the 200-day MA of 180.12, indicating a neutral trend. The MACD of -0.40 indicates Positive momentum. The RSI at 39.09 is Neutral, neither overbought nor oversold. The STOCH value of 53.83 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IWL.
IWL Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IWL | $187.23 | $210.00(12.16% Upside) | $2.25B | 0.15% | 74Outperform |
 JQUA | $75.52 | $89.30(18.25% Upside) | $9.70B | 0.12% | 73Outperform |
 VONE | $341.66 | $429.11(25.60% Upside) | $9.54B | 0.06% | 73Outperform |
 FELC | $42.70 | $52.71(23.44% Upside) | $8.88B | 0.18% | 74Outperform |
 QYLD | $17.89 | $23.77(32.87% Upside) | $8.41B | 0.60% | 74Outperform |
 TCAF | $42.82 | $53.78(25.60% Upside) | $8.15B | 0.31% | 69Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IWL | iShares Russell Top 200 ETF | 187.23 | 17.43 | 10.26% | |
| JQUA | JPMorgan U.S. Quality Factor ETF | 75.52 | 13.70 | 22.17% | |
| VONE | Vanguard Russell 1000 ETF | 341.66 | 35.48 | 11.59% | |
| FELC | Fidelity Enhanced Large Cap Core ETF | 42.70 | 4.97 | 13.16% | |
| QYLD | Global X NASDAQ 100 Covered Call ETF | 17.89 | 2.40 | 15.52% | |
| TCAF | T. Rowe Price Capital Appreciation Equity ETF | 42.82 | 4.28 | 11.12% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.