US Small Cap
IWM — iShares Russell 2000 ETF
Russell 2000 small-cap index exposure.
- Annual return
- 8.50%
- Expense ratio
- 0.19%
- Volatility
- 21.20%
- Assets
- $60B+
What the fee actually costs
An expense ratio of 0.19% works out to about $190.00 a year on a $100,000.00 position. It is deducted from fund assets, so you never see an invoice — but it compounds against you every year you hold.
Against a reported 8.50% gross return, that leaves roughly 8.31% net of fund costs before tax and before any platform or brokerage charges.
Fund facts
- Provider
- BlackRock
- Benchmark
- Russell 2000 Index
- Inception
- 2000-05-22
- Category
- US Small Cap
- Figures as of
- 2024-12-31
Other US Small Cap funds
| Fund | Return | Expense |
|---|---|---|
| VBVanguard | 8.90% | 0.05% |
Frequently Asked Questions
IWM (iShares Russell 2000 ETF) tracks the Russell 2000 Index. Russell 2000 small-cap index exposure. It is managed by BlackRock and launched on 2000-05-22.
IWM charges 0.19% per year. On a $100,000.00 position that is roughly $190.00 annually, deducted from fund assets rather than billed separately.
Reported annualised volatility is 21.20%. Higher volatility means wider swings in both directions; it is a measure of variability, not of expected loss.
Figures reported by BlackRock as of 2024-12-31. This page is not affiliated with or endorsed by BlackRock. Past performance does not predict future returns.