iShares Russell 2000 ETF (IWM) Total Return:35.04%(TTM)
The total return cagr for iShares Russell 2000 ETF (IWM) is +35.04% over the latest trailing 12-month period. The comparable SPY value is +24.32%. Year-to-date total return is +15.98%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in IWM
$87,021
(8.7x return)
Invested on May 26, 2000
Growth of $10,000 in SPY (S&P 500)
$79,414
(7.9x return)
Invested on May 26, 2000
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
+16.0%
1-Year Total Return
+35.0%
Current Dividend Yield
0.89%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +33.6% | +35.0% | +1.4% |
| 3 Years | +15.5% | +16.8% | +1.3% |
| 5 Years | +4.3% | +5.5% | +1.3% |
| 10 Years | +9.3% | +10.7% | +1.4% |
| 15 Years | +8.9% | +10.4% | +1.5% |
| 20 Years | +7.3% | +8.8% | +1.4% |
About iShares Russell 2000 ETF
The iShares Russell 2000 ETF endeavors to replicate the investment returns of a particular market benchmark that consists solely of smaller-capitalization U.S. common stocks.
- Sector
- Financial Services
- Industry
- Asset Management - Global