IWD ETF

The Investment Committee has shared their favorite stocks to keep an eye on for the second half of the year.

IWD is an investment option that has a low valuation and a diverse range of over 800 holdings, focusing on mid- and small-cap companies. However, it has not performed as well as similar funds, mainly because it favors smaller companies. Additionally, IWD has a higher expense ratio of 0.19% and a low Sharpe ratio, indicating it has experienced more volatility and underperformance compared to its peers.

IWD, which has $60 billion in assets under management and a history of 24 years, is a well-known value ETF. However, we think it doesn't perform as well as VTV, the leading ETF, and we will explain our reasoning further. IWD has a large number of financial stocks, and the future for this sector looks uncertain in a low-growth and low-interest rate situation.

The iShares Russell 1000 Value ETF provides investors with a way to adjust their portfolios towards value stocks. IWD aims to mirror the Russell 1000 Value Index, which includes large and mid-cap U.S. stocks with value traits. This fund is a cost-efficient and easily tradable option for investing in a wide range of value stocks across different sectors.

Created to offer extensive coverage of the Large Cap Value sector of the US stock market, the iShares Russell 1000 Value ETF (IWD) is an index fund that was established on 05/22/2000.

Launched on 05/22/2000, the iShares Russell 1000 Value ETF (IWD) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.

ONEQ: Nasdaq Exposure With Late Cycle Momentum

iShares Russell 1000 Value ETF invests in large and mid-caps with lower price-to-book, sales growth and forecasted growth. The IWD ETF is well-diversified across sectors and holdings, but it has lagged the Russell 1000 in total return since inception, especially since 2017. The Russell 1000 Value Index has underperformed the S&P 500 Value Index and the Vanguard Value Index for 10 years.

The iShares Russell 1000 Value ETF (IWD) was launched on 05/22/2000, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Value segment of the US equity market.