IWX: iShares Russell Top 200 Value ETF
About
IWX was created on 2009-09-22 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 3115.87m in AUM and 159 holdings. IWX tracks an index of large-cap stocks selected from 200 of the largest US value companies.
Current Value
$83.771 Year Return
Current Value
$83.771 Year Return
Key Details
Assets Under Management
$2.41B
Div Yield %
1.77%
P/E Ratio
19.72
Net Asset Value
$83.65
Expense Ratio
0.20%
1Y ETF Return
0.27%
Strategies that include IWX
Stock's related to IWX
Correlated Stocks
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| BAC | 71.50% | $356.48B | +56.80% | 2.11% |
| BRK.B | 70.87% | $1.02T | +30.48% | 0.00% |
| C | 68.86% | $130.40B | +53.15% | 3.18% |
| STT | 67.52% | $28.24B | +37.86% | 2.93% |
| PRU | 67.39% | $44.95B | +32.74% | 4.10% |
| MS | 67.17% | $217.47B | +71.98% | 2.64% |
| JPM | 66.64% | $689.08B | +59.63% | 1.88% |
| ITW | 66.40% | $79.69B | +12.11% | 2.11% |
| APLE | 66.40% | $3.78B | -3.69% | 6.07% |
| MET | 65.21% | $58.99B | +35.29% | 2.52% |
| L | 65.13% | $18.55B | +24.34% | 0.29% |
| PFG | 65.04% | $19.37B | +17.23% | 3.28% |
| RY | 64.74% | $176.65B | +43.96% | 3.26% |
| UNP | 63.87% | $144.91B | +6.95% | 2.18% |
| AXP | 63.78% | $206.40B | +78.89% | 0.92% |
| BK | 63.11% | $57.35B | +67.05% | 2.25% |
| MFC | 61.69% | $57.25B | +71.55% | 4.40% |
| AMP | 61.54% | $55.32B | +62.68% | 1.01% |
| AFG | 61.21% | $12.07B | +35.29% | 2.04% |
| CSX | 60.78% | $68.15B | +8.57% | 1.33% |
Uncorrelated Stocks
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| QXO | -0.16% | $6.81B | -33.42% | 0.00% |
| LTM | 0.67% | $8.37B | -100.00% | <0.01% |
| STG | -0.71% | $35.47M | +5.43% | 0.00% |
| GPCR | 1.01% | $1.72B | -41.41% | 0.00% |
| UUU | -1.10% | $4.98M | -18.37% | 0.00% |
| PULM | 1.11% | $22.32M | +230.27% | 0.00% |
| AMED | 1.22% | $2.95B | -3.97% | 0.00% |
| LITB | 1.25% | $37.87M | -73.39% | 0.00% |
| LQDA | -1.53% | $859.06M | +51.04% | 0.00% |
| INSM | 1.67% | $13.20B | +211.04% | 0.00% |
| NTZ | 1.75% | $47.64M | -30.80% | 0.00% |
| MCK | -1.80% | $79.75B | +37.34% | 0.41% |
| CORZ | 1.99% | $4.90B | +3,634.04% | 0.00% |
| ALAR | 2.09% | $91.57M | +144.30% | 0.00% |
| MNR | -2.16% | $1.70B | -6.89% | 15.55% |
| GAN | 2.22% | $82.94M | +20.53% | 0.00% |
| PRPH | 2.29% | $18.55M | -82.54% | 0.00% |
| CYCN | 2.33% | $3.85M | -33.95% | 0.00% |
| BEST | 2.42% | $31.47M | +5.74% | 0.00% |
| OXBR | -2.57% | $19.24M | +183.49% | 0.00% |
ETF's related to IWX
News
SeekingAlpha
Since the election, small caps are now up 2.7%, the S&P 500 1.6%, and the Nasdaq just 0.9%. Click to read.
SeekingAlpha
After a period of value outperformance from Sept. 2020 through 2022, growth returned in favor through 2023 and much of 2024. But that doesnât mean investors should only be invested in growth
SeekingAlpha
U.S. equity-market leadership reversed course during the third quarter of 2024, with small cap stocks outperforming their large cap counterparts. Click to read.
SeekingAlpha
The dollar rallied last week as US economic data showed continued strength, indicating perhaps a slower pace of Fed rate cut. Click to read.
SeekingAlpha
Octoberâs strong US employment report supports expectations of a soft landing and continued economic expansion, crucial for multi-asset strategies.
SeekingAlpha
Despite a slowing U.S. economy, NeubergerBerman reaffirms many of our Q3 recommendations and thinks the odds of an imminent recession remain low. Click to read.
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.