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IWDiShares Russell 1000 Value ETF

Grow my money#67 of 2944 for Grow my money

Seeks to track the investment results of an index composed of large- and mid-cap U.S. equities that exhibit value characteristics.

iShares · Since 2000 (25 years)

Annual Cost

0.18%

#725 out of 5,332 ETFs

Fund Size

$69.8B

#40 out of 5,332 ETFs

Dividend Yield

1.67%

Track Record

25 years

#77 out of 5,332 ETFs

Performance

1 Year

+28.9%

3 Years

+17.5%

5 Years

+10.1%

What's inside

Asset class
Strategy
index tracking
Cap
multi cap
Factor
value

Asset allocation

Stocks
99.8%
Cash
0.2%

Sector breakdown

Financial Services
19.6%
Industrials
13.2%
Technology
12.4%
Healthcare
11.7%
Communication
8.0%
Energy
7.7%
Consumer Defensive
7.5%
Consumer Cyclical
7.3%
Other
12.6%

Top holdings

Berkshire Hathaway Inc Class BBRK-B2.9%
JPMorgan Chase & CoJPM2.6%
Exxon Mobil CorpXOM2.4%
Alphabet Inc Class AGOOGL2.0%
Johnson & JohnsonJNJ1.9%
Amazon.com IncAMZN1.8%
Walmart IncWMT1.6%
Alphabet Inc Class CGOOG1.6%
Chevron CorpCVX1.3%
Micron Technology IncMU1.2%

Risk profile

Volatility (1Y)

11.2%

Moderate

Max drawdown

-38.5%

Worst peak-to-trough loss

Sharpe (3Y)

1.03

Excellent risk-adjusted returns

Sortino (3Y)

1.52

Good downside protection

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Data updated on 2026-05-05