(IWM) Russell 2000 - Overview
Etf: Small Cap Stocks
Dividends
| Dividend Yield | 1.12% |
| Yield on Cost 5y | 1.20% |
| Yield CAGR 5y | 5.15% |
| Payout Consistency | 96.3% |
| Payout Ratio | - |
| Risk 5d forecast | |
|---|---|
| Volatility | 21.9% |
| Relative Tail Risk | -3.76% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.63 |
| Alpha | 0.79 |
| Character TTM | |
|---|---|
| Beta | 1.034 |
| Beta Downside | 0.995 |
| Drawdowns 3y | |
|---|---|
| Max DD | 27.50% |
| CAGR/Max DD | 0.48 |
Description: IWM Russell 2000 January 28, 2026
The iShares Russell 2000 ETF (IWM) seeks to track the performance of the Russell 2000 Index by holding at least 80% of its assets in the index’s component securities-or securities that are economically equivalent, such as depositary receipts. The remaining allocation (up to 20%) may be used for futures, options, swaps, cash, or cash equivalents to manage liquidity, reduce tracking error, or meet regulatory requirements.
As of January 2026, IWM reported an expense ratio of 0.19% and total assets under management of roughly $55 billion, making it one of the largest small-cap U.S. ETFs. The fund’s sector weighting is dominated by technology (≈23%), health care (≈15%), and consumer discretionary (≈14%). Recent performance reflects the broader small-cap environment: a year-to-date return of +6.2% versus a +4.8% gain for the Russell 2000 Index, while the fund’s 30-day SEC yield stands at 0.95%.
For a deeper, data-driven view of IWM’s valuation and risk profile, consider exploring ValueRay’s analytical platform.
What is the price of IWM shares?
Over the past week, the price has changed by +2.07%, over one month by +3.49%, over three months by +10.63% and over the past year by +17.21%.
Is IWM a buy, sell or hold?
What are the forecasts/targets for the IWM price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 286.2 | 8% |
IWM Fundamental Data Overview February 07, 2026
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 76.98b USD (76.98b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
EV/FCF = unknown (FCF TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 76.98b)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 76.98b / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 9.73% (E(76.98b)/V(76.98b) * Re(9.73%) + (debt-free company))
Discount Rate = 9.73% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)