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
- December 31, 2024
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 December 31, 2024. This page is not affiliated with or endorsed by BlackRock. Past performance does not predict future returns.