Skip to content
Beacon

IWSiShares Russell Mid-Cap Value ETF

Grow my money#121 of 2944 for Grow my money

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

iShares · Since 2001 (24 years)

Annual Cost

0.23%

#958 out of 5,332 ETFs

Fund Size

$14.2B

#174 out of 5,332 ETFs

Dividend Yield

1.48%

Track Record

24 years

#134 out of 5,332 ETFs

Performance

1 Year

+29.4%

3 Years

+16.6%

5 Years

+8.2%

What's inside

Asset class
Strategy
index tracking
Cap
mid
Factor
value

Asset allocation

Stocks
99.8%
Cash
0.2%

Sector breakdown

Industrials
16.5%
Technology
14.4%
Financial Services
14.1%
Consumer Cyclical
8.7%
Energy
8.6%
Real Estate
8.5%
Healthcare
7.8%
Utilities
7.4%
Other
14.0%

Top holdings

Corning IncGLW1.1%
Western Digital CorpWDC0.9%
SanDisk Corp Ordinary SharesSNDK0.9%
Bank of New York Mellon CorpBK0.8%
Valero Energy CorpVLO0.8%
Cummins IncCMI0.8%
Marathon Petroleum CorpMPC0.7%
Phillips 66PSX0.7%
Kinder Morgan Inc Class PKMI0.7%
L3Harris Technologies IncLHX0.7%

Risk profile

Volatility (1Y)

13.6%

Moderate

Max drawdown

-43.8%

Worst peak-to-trough loss

Sharpe (3Y)

0.85

Decent risk-adjusted returns

Sortino (3Y)

1.25

Good downside protection

Similar ETFs

Data updated on 2026-05-05