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SMMDiShares Russell 2500 ETF

Grow my money#232 of 2944 for Grow my money

Seeks to track the investment results of an index composed of mid- and small-capitalization U.S. equities.

iShares · Since 2017 (8 years)

Annual Cost

0.15%

#583 out of 5,332 ETFs

Fund Size

$2.6B

#562 out of 5,332 ETFs

Dividend Yield

1.22%

Track Record

8 years

#1616 out of 5,332 ETFs

Performance

1 Year

+40.5%

3 Years

+18.8%

5 Years

+6.7%

What's inside

Asset class
Strategy
index tracking
Cap
small

Asset allocation

Stocks
99.6%
Cash
0.4%

Sector breakdown

Industrials
20.5%
Technology
16.6%
Financial Services
14.0%
Healthcare
12.6%
Consumer Cyclical
11.1%
Real Estate
6.9%
Energy
5.3%
Basic Materials
4.5%
Other
8.4%

Top holdings

iShares Russell 2000 ETFIWM41.6%
SanDisk Corp Ordinary SharesSNDK1.3%
Ciena CorpCIEN0.8%
Lumentum Holdings IncLITE0.7%
Comfort Systems USA IncFIX0.7%
Coherent CorpCOHR0.6%
Insmed IncINSM0.5%
EMCOR Group IncEME0.5%
Rocket Lab CorpRKLB0.5%
Tapestry IncTPR0.4%

Risk profile

Volatility (1Y)

17.5%

Moderate

Max drawdown

-41.1%

Worst peak-to-trough loss

Sharpe (3Y)

0.81

Decent risk-adjusted returns

Sortino (3Y)

1.21

Good downside protection

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Data updated on 2026-05-05