IWS: iShares Russell Mid Cap Value ETF
About
IWS was created on 2001-07-17 by iShares. The fund's investment portfolio concentrates primarily on mid cap equity. The ETF currently has 13369.87m in AUM and 713 holdings. IWS tracks an index of US mid-cap value stocks. The index selects from the bottom 80% of the Russell 1000", screened for value factors.
Current Value
$137.651 Year Return
Current Value
$137.651 Year Return
Key Details
Assets Under Management
$13.90B
Div Yield %
1.41%
P/E Ratio
18.32
Net Asset Value
$137.33
Expense Ratio
0.23%
1Y ETF Return
0.30%
Strategies that include IWS
Stock's related to IWS
Correlated Stocks
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| BN | 79.83% | $86.74B | +67.63% | 0.54% |
| AVNT | 78.71% | $4.68B | +49.53% | 2.01% |
| FUL | 77.88% | $4.09B | -1.20% | 1.16% |
| JHG | 76.10% | $7.11B | +73.78% | 3.47% |
| APAM | 75.99% | $3.33B | +28.92% | 5.89% |
| FELE | 75.91% | $4.87B | +19.23% | 0.93% |
| KMT | 75.88% | $2.24B | +25.08% | 2.76% |
| RRX | 75.42% | $11.51B | +51.07% | 0.80% |
| USB | 75.11% | $80.17B | +39.53% | 3.80% |
| JOE | 74.91% | $2.92B | -6.42% | 1.04% |
| BX | 74.60% | $235.31B | +81.69% | 1.78% |
| HRI | 74.38% | $6.19B | +74.88% | 1.20% |
| ITT | 73.96% | $12.67B | +42.89% | 0.80% |
| CMCO | 73.90% | $1.07B | +6.91% | 0.76% |
| TPH | 73.66% | $3.93B | +43.10% | 0.00% |
| OSK | 73.40% | $7.11B | +13.54% | 1.68% |
| JEF | 73.17% | $15.78B | +119.91% | 1.69% |
| KMX | 73.12% | $12.49B | +26.26% | 0.00% |
| WD | 73.06% | $3.61B | +29.39% | 2.41% |
| KBH | 72.89% | $5.70B | +46.72% | 1.21% |
Uncorrelated Stocks
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CYCN | -0.03% | $3.85M | -33.95% | 0.00% |
| BTCT | 0.10% | $58.86M | +395.83% | 0.00% |
| NEUE | -0.14% | $41.96M | -33.09% | 0.00% |
| MNOV | 0.15% | $98.09M | +5.26% | 0.00% |
| CHD | -0.17% | $27.50B | +19.29% | 1.01% |
| STG | -0.83% | $35.47M | +5.43% | 0.00% |
| QXO | 0.94% | $6.81B | -33.42% | 0.00% |
| CYD | 1.23% | $384.48M | -0.79% | 4.00% |
| PRPO | -1.62% | $8.89M | -14.59% | 0.00% |
| EDSA | 1.78% | $6.85M | -33.28% | 0.00% |
| PULM | 1.86% | $22.32M | +230.27% | 0.00% |
| UUU | 2.00% | $4.98M | -18.37% | 0.00% |
| NTZ | 2.31% | $47.64M | -30.80% | 0.00% |
| BEST | 2.35% | $31.47M | +5.74% | 0.00% |
| PRPH | 2.56% | $18.55M | -82.54% | 0.00% |
| COR | -2.73% | $48.41B | +23.04% | 0.84% |
| LITB | -2.78% | $37.87M | -73.39% | 0.00% |
| NHTC | 2.91% | $64.47M | +3.99% | 13.82% |
| BACK | 2.93% | $1.93M | -32.12% | 0.00% |
| OXBR | -2.96% | $19.24M | +183.49% | 0.00% |
Inversely Correlated Stocks
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| MCK | -13.24% | $79.75B | +37.34% | 0.41% |
| CBOE | -10.80% | $22.09B | +17.17% | 1.08% |
| HUSA | -9.94% | $18.58M | -19.77% | 0.00% |
| MNR | -5.94% | $1.70B | -6.89% | 15.55% |
| PGR | -4.13% | $154.33B | +62.01% | 0.44% |
| TCTM | -4.12% | $7.57M | -41.30% | 0.00% |
| QTTB | -4.04% | $329.37M | +172.64% | 0.00% |
| OXBR | -2.96% | $19.24M | +183.49% | 0.00% |
| LITB | -2.78% | $37.87M | -73.39% | 0.00% |
| COR | -2.73% | $48.41B | +23.04% | 0.84% |
| PRPO | -1.62% | $8.89M | -14.59% | 0.00% |
| STG | -0.83% | $35.47M | +5.43% | 0.00% |
| CHD | -0.17% | $27.50B | +19.29% | 1.01% |
| NEUE | -0.14% | $41.96M | -33.09% | 0.00% |
| CYCN | -0.03% | $3.85M | -33.95% | 0.00% |
| BTCT | 0.10% | $58.86M | +395.83% | 0.00% |
| MNOV | 0.15% | $98.09M | +5.26% | 0.00% |
| QXO | 0.94% | $6.81B | -33.42% | 0.00% |
| CYD | 1.23% | $384.48M | -0.79% | 4.00% |
| EDSA | 1.78% | $6.85M | -33.28% | 0.00% |
ETF's related to IWS
Uncorrelated ETFs
| Name | Correlation | AUM | Expense Ratio |
|---|---|---|---|
| JUCY | -0.19% | $325.31M | 0.6% |
| XBIL | 1.29% | $637.84M | 0.15% |
| KCCA | -1.61% | $219.64M | 0.87% |
| DBA | 2.00% | $768.98M | 0.93% |
| UNG | 2.65% | $928.64M | 1.06% |
| BILZ | 2.67% | $553.02M | 0.14% |
| HIGH | 2.77% | $301.36M | 0.51% |
| HDRO | -3.13% | $164.26M | 0.3% |
| MINT | 4.11% | $11.62B | 0.35% |
| WEAT | -4.45% | $123.26M | 0.28% |
| TBIL | 4.49% | $4.39B | 0.15% |
| AGZD | 4.58% | $142.85M | 0.23% |
| CLOI | -4.74% | $720.91M | 0.4% |
| JBBB | 4.99% | $1.27B | 0.49% |
| SOYB | 5.03% | $27.32M | 0.22% |
| CORN | -5.94% | $61.32M | 0.2% |
| DBE | 6.10% | $50.92M | 0.77% |
| DBO | 6.17% | $218.38M | 0.77% |
| KRBN | 6.25% | $243.28M | 0.85% |
| BSCO | 6.35% | $2.31B | 0.1% |
News
SeekingAlpha
The Federal Reserve believes inflation is no longer a concern for consumers and the time has come to ensure the rate of change of prices does not decline any further.
SeekingAlpha
Nothing today is telling us to expect a shift away from what has been perhaps the single most enduring advantage in equity allocation for several decades, and that is US large cap equities
SeekingAlpha
The national debt's rapid growth presents clear fiscal challenges, and its implications for investors are complex.
SeekingAlpha
Weak PMI data from Europe and the UK raise concerns about global economic outlook and sent the EUR and GBP tumbling.
SeekingAlpha
Trump's return brings pro-growth policies, including tax cuts and deregulation, but risks of economic overheating and inflation remain significant.
SeekingAlpha
While it may feel like the stock market has gone gangbusters since the close on 11/5, the S&P 500 ETF is up just over 3%, while the mega-cap Tech-heavy Nasdaq 100 is up even less at 2.5%.
Disclaimer
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.