iShares Russell 2000 ETF (IWM) Total Return:37.43%(TTM)
Over the latest trailing 12-month period, iShares Russell 2000 ETF (IWM)'s total return cagr is +37.43%. The comparable SPY value is +24.09%. Year-to-date total return is +18.18%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in IWM
$88,673
(8.9x return)
Invested on May 26, 2000
Growth of $10,000 in SPY (S&P 500)
$82,269
(8.2x 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
+18.2%
1-Year Total Return
+37.4%
Current Dividend Yield
0.87%
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 | +36.0% | +37.4% | +1.5% |
| 3 Years | +16.2% | +17.5% | +1.3% |
| 5 Years | +4.6% | +5.9% | +1.3% |
| 10 Years | +9.6% | +11.0% | +1.4% |
| 15 Years | +9.2% | +10.7% | +1.5% |
| 20 Years | +7.4% | +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