IWYiShares Russell Top 200 Growth ETF

Grow my money16y track recordRanked #148 of 2,960 in this goal

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

By iShares · Launched 2009

Annual Cost

0.20%

#1,039 of 5,562 · low cost

Fund Size

$17.6B

#160 of 5,562 · large

Return (1Y)Goal

+22.9%

Track Record

16 years

#702 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,171+21.7%

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

Factor

Growth

Index tracked

Russell Top 200 Growth Index

What it actually holds

By weight

Concentration

Top 10 holdings = 63.3% of fundconcentrated

NVIDIA Corp

14.0%

Apple Inc

12.7%

Microsoft Corp

11.5%

Amazon.com Inc

4.1%

Alphabet Inc

3.8%

Broadcom Inc

3.8%

Tesla Inc

3.6%

Meta Platforms Inc

3.5%

Eli Lilly & Co

3.2%

Alphabet Inc

3.1%

Asset allocation

Stocks

99.8%

Cash

0.2%

By sector

Technology

57.4%

Communication

13.0%

Consumer Cyclical

11.0%

Healthcare

6.5%

Financial Services

5.1%

Industrials

3.6%

Consumer Defensive

2.7%

Real Estate

0.3%

Other

0.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

16.2%Moderate

Year-on-year price swings

Max drawdown

-32.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.00Strong risk-adjusted returns

Sortino (3Y)

1.46Good 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-capitalization U.S. equities that exhibit growth characteristics.
Strategy: Tracks the Russell Top 200 Growth Index, which measures the performance of the largest capitalization growth sector of the U.S. equity market. The Fund invests primarily in securities of companies with higher price-to-book ratios and higher forecasted growth relative to the Russell Top 200 Index.
Inception date: September 22, 2009
Fund family: iShares