IWLiShares Russell Top 200 ETF

Grow my money16y track recordRanked #291 of 2,960 in this goal

Seeks to track the investment results of an index composed of large-cap U.S. equities.

By iShares · Launched 2009

Annual Cost

0.15%

#740 of 5,562 · low cost

Fund Size

$2.2B

#699 of 5,562 · large

Return (1Y)Goal

+26.6%

Track Record

16 years

#702 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,588+25.9%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Mega

Strategy

Index tracking

Index tracked

Russell Top 200 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 45.1% of fundmoderately concentrated

NVIDIA Corp

8.7%

Apple Inc

7.9%

Microsoft Corp

7.1%

Amazon.com Inc

4.4%

Alphabet Inc

3.6%

Broadcom Inc

3.2%

Alphabet Inc

3.0%

Meta Platforms Inc

2.9%

Tesla Inc

2.5%

Berkshire Hathaway Inc

1.8%

Asset allocation

Stocks

99.8%

Cash

0.2%

By sector

Technology

41.8%

Communication

12.1%

Financial Services

11.1%

Consumer Cyclical

9.7%

Healthcare

8.5%

Industrials

6.3%

Consumer Defensive

4.5%

Energy

2.4%

Other

3.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

12.8%Moderate

Year-on-year price swings

Max drawdown

-32.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.15Strong risk-adjusted returns

Sortino (3Y)

1.68Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the investment results of an index composed of large-cap U.S. equities.
Strategy: Tracks the Russell Top 200 Index, which measures the performance of the largest U.S. equities. Invests primarily in component securities and may use futures and options to help track the index.
Inception date: September 22, 2009
Fund family: iShares