IWM - ETF AI Analysis
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iShares Russell 2000 ETF (IWM)
IWM, the iShares Russell 2000 ETF, has a solid overall rating that reflects a mix of strong small-cap growth stories and some higher-risk names. Strong contributors like UMB Financial and FirstCash support the fund’s quality with healthy cash flow, positive technical trends, and effective strategic initiatives, while holdings such as Twist Bioscience and Vaxcyte, which face profitability, cash flow, and regulatory challenges, weigh on the rating. The main risk factor is the ETF’s exposure to smaller, often less profitable companies, including development-stage biotech and highly leveraged firms, which can make performance more volatile.
IWM vs. SPDR S&P 500 ETF (SPY)
- AUM
- 74.43B
- Region
- North America
- Expense Ratio
- 0.19%
- Beta
- 1.05
- Issuer
- iShares
- Inception Date
- May 22, 2000
- Dividend Yield
- 0.99%
- Asset Class
- Equity
- Index Tracked
- Russell 2000
IWM Summary
The iShares Russell 2000 ETF (IWM) is a fund that tracks the Russell 2000 Index, which is made up of 2,000 smaller U.S. companies. These are mainly U.S.-based businesses across many sectors like health care, financials, technology, and industrials. Examples of companies in the fund include BrightSpring Health Services and Moog. Someone might invest in IWM to add diversification and to tap into the growth potential of smaller, more entrepreneurial companies. A key risk is that small-cap stocks can be more volatile, so the ETF’s price can move up and down more than the overall market.
How much will it cost me?
This ETF has an expense ratio of 0.19%, which means you’ll pay about $1.90 per year for every $1,000 you invest. That cost is slightly higher than the cheapest broad stock index ETFs, but still reasonable, because it’s a passively managed fund tracking a more specialized small-cap index.
What would affect this ETF?
Future performance of IWM will likely benefit from a strong U.S. economy, rising demand for health care and technology, and a supportive environment for small businesses, which can help its many smaller, innovative companies grow. On the downside, higher interest rates, tighter credit conditions, or an economic slowdown in the U.S. could hurt small-cap stocks more than larger companies, especially in financials, real estate, and more cyclical areas of the market.
IWM Top 10 Holdings
IWM’s story right now is being written largely by its small-cap health care and tech names. High-growth biotech and genomics players like Twist Bioscience and 10x Genomics are rising, giving the fund a shot of adrenaline despite their profitability growing pains. On the flip side, software name JFrog and medical device maker Glaukos have seen more mixed, sometimes lagging action, acting as a mild brake. Financials such as UMB Financial and niche industrial Moog are steadier hands on the wheel. Overall, it’s a U.S.-only, small-cap-heavy mix with a clear tilt toward innovative health care and tech.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 FROG | JFrog | 0.37% | $275.97M | $12.41B | 108.32% | 73Outperform |
 MOG.A | Moog | 0.33% | $245.17M | $10.85B | 61.99% | 73Outperform |
 BTSG | BrightSpring Health Services, Inc. | 0.34% | $254.22M | $11.89B | 79.43% | 67Neutral |
 GKOS | Glaukos | 0.35% | $259.28M | $10.55B | 137.68% | 61Neutral |
 UMBF | UMB Financial | 0.34% | $252.89M | $10.29B | 21.89% | 77Outperform |
 TWST | Twist Bioscience | 0.31% | $232.37M | $9.21B | 339.59% | 43Neutral |
 SM | SM Energy | 0.33% | $245.97M | $9.54B | 86.38% | 72Outperform |
 FCFS | FirstCash | 0.24% | $178.83M | $7.49B | 11.58% | 74Outperform |
 RHP | Ryman | 0.30% | $223.02M | $8.89B | 49.23% | 66Neutral |
 TXG | 10x Genomics | 0.28% | $210.23M | $9.32B | 435.55% | 60Neutral |
IWM Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IWM, the sentiment is Negative. The current price of 275.75 is below the 20-day moving average (MA) of 277.19, below the 50-day MA of 286.09, and below the 200-day MA of 277.17, indicating a bearish trend. The MACD of -3.00 indicates Negative momentum. The RSI at 43.22 is Neutral, neither overbought nor oversold. The STOCH value of 68.64 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IWM.
IWM Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IWM | $275.75 | $292.00(5.89% Upside) | $74.43B | 0.19% | 63Neutral |
 IJR | $138.22 | $169.20(22.41% Upside) | $103.77B | 0.06% | 65Neutral |
 VB | $287.22 | $367.27(27.87% Upside) | $78.11B | 0.03% | 66Neutral |
 SCHA | $32.53 | $43.11(32.51% Upside) | $21.75B | 0.03% | 63Neutral |
 VTWO | $111.37 | $154.89(39.08% Upside) | $16.65B | 0.06% | 61Neutral |
 GSC | $61.97 | $78.39(26.51% Upside) | $287.14M | 0.75% | 64Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IWM | iShares Russell 2000 ETF | 275.75 | 27.97 | 11.29% | |
| IJR | iShares Core S&P Small Cap ETF | 138.22 | 18.62 | 15.56% | |
| VB | Vanguard Small-Cap ETF | 287.22 | 30.55 | 11.90% | |
| SCHA | Schwab U.S. Small-Cap ETF | 32.53 | 4.21 | 14.88% | |
| VTWO | Vanguard Russell 2000 ETF | 111.37 | 11.43 | 11.44% | |
| GSC | Goldman Sachs Small Cap Core Equity ETF | 61.97 | 7.74 | 14.28% |
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.