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IWXiShares Russell Top 200 Value ETF

Grow my money#214 of 2944 for Grow my money

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

iShares · Since 2009 (16 years)

Annual Cost

0.20%

#872 out of 5,332 ETFs

Fund Size

$3.4B

#484 out of 5,332 ETFs

Dividend Yield

1.66%

Track Record

16 years

#720 out of 5,332 ETFs

Performance

1 Year

+28.5%

3 Years

+17.9%

5 Years

+11.1%

What's inside

Asset class
Strategy
index tracking
Cap
large
Factor
value

Asset allocation

Stocks
99.7%
Cash
0.3%

Sector breakdown

Financial Services
22.2%
Healthcare
13.6%
Industrials
11.6%
Technology
11.5%
Communication
10.2%
Consumer Defensive
8.5%
Energy
7.3%
Consumer Cyclical
6.6%
Other
8.4%

Top holdings

Berkshire Hathaway Inc Class BBRK-B4.3%
JPMorgan Chase & CoJPM3.9%
Exxon Mobil CorpXOM3.5%
Alphabet Inc Class AGOOGL2.9%
Johnson & JohnsonJNJ2.9%
Amazon.com IncAMZN2.7%
Walmart IncWMT2.4%
Alphabet Inc Class CGOOG2.3%
Chevron CorpCVX1.9%
Micron Technology IncMU1.8%

Risk profile

Volatility (1Y)

10.4%

Moderate

Max drawdown

-35.8%

Worst peak-to-trough loss

Sharpe (3Y)

1.13

Excellent risk-adjusted returns

Sortino (3Y)

1.65

Good downside protection

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Data updated on 2026-05-05