IWB — iShares Russell 1000 ETF

IWB Price Performance — Growth of $10,000

Value of a $10,000 investment in IWB over time, compared with SPY. Both lines are rebased to $10,000 on the first shared date. Based on total returns — prices are adjusted for dividends and splits, so this assumes distributions were reinvested. Hover or tap the chart for exact values.

IWB Drawdown

The "underwater" chart: IWB's decline from its highest prior value at each point in time. It shows how deep past losses ran and how long the fund took to recover to break-even.

Overview

The iShares Russell 1000 ETF (IWB) operates within the US Large Cap Blend category, where ETFValuer tracks a total of 19 funds. Issued by iShares, this fund has accumulated assets under management of $48.3 billion, reflecting significant investor adoption relative to its $399.27 share price. It currently holds an overall rank of #135 out of 458 tracked ETFs across all categories and carries an ETFValuer grade of B with a score of 67.5 out of 100. The fund charges an expense ratio of 0.15% and offers a dividend yield of 0.71%. These metrics position the ETF as a substantial, cost-effective vehicle within its specific sector classification. The combination of high assets and a mid-tier rank suggests it is a widely held option that is not currently among the top performers in the broader market universe.

Recent performance data shows a decline over the shortest horizons, with the fund down -1.56% over one day and -2.31% over one week. This negative momentum extended into the one-month period, which recorded a return of -1.73%, before the trend reversed into positive territory over longer durations. The fund posted a 3-month return of +2.84% and accelerated to +5.18% over six months. Year-to-date gains reached +7.14%, while the one-year return stood at +15.21%. Over the three-year period, the fund achieved a cumulative return of +67.33%, indicating a strong long-term trajectory despite recent short-term weakness.

The fund is assigned a Low volatility label and exhibits a beta of 1.01, suggesting its price movements closely mirror the broader market with minimal deviation in magnitude. A Sharpe ratio of 0.80 indicates the fund has generated a moderate amount of excess return per unit of risk taken during the measured period. The maximum drawdown of -19.09% represents the largest peak-to-trough decline experienced by the fund, highlighting the extent of potential losses during adverse market conditions. This combination of a beta near unity and a low volatility classification implies the fund generally tracks market swings without amplifying them. The Sharpe ratio and drawdown figures together suggest that while the fund experienced significant declines, the returns generated over time have provided a reasonable compensation for the risk assumed.

AI-generated summary based on the data on this page.

IWB Top Holdings

Holdings as of 2026-03-31 per the fund's most recent SEC N-PORT-P filing. Top 10 holdings make up 33.6% of net assets — a rough gauge of concentration risk (the higher this figure, the more the fund's return depends on a handful of names). To see how IWB's holdings overlap with other ETFs you own or are considering, check the Stock Overlap tool.

Which Funds Overlap With IWB

Holding two funds that own the same companies adds cost and complexity without adding much diversification. These tracked ETFs share the most names with IWB's top 10 — VTI overlaps most, holding 9 of the same companies as IWB's top 10 (33.6% of IWB's assets).

Compares the top 10 reported holdings of each fund, so it's a floor on true overlap — two S&P 500 trackers overlap ~100% even when only 10 names are listed. Use the Stock Overlap tool to search by individual company.

Market Backdrop

10-Year Treasury Yield: 4.61% (as of 2026-07-28) — The yield on 10-year US Treasury bonds — the standard "risk-free rate" benchmark used to contextualize this fund’s Sharpe ratio and returns.

CBOE Volatility Index (VIX): 18.21 (as of 2026-07-28) — A real-time gauge of expected S&P 500 volatility over the next 30 days — useful context for this fund’s own volatility label.

Federal Funds Rate: 3.63% (as of 2026-06-01) — The Federal Reserve’s target policy rate, which anchors short-term borrowing costs across the economy.

IWB Liquidity, Domicile & Tax Treatment

Liquidity: Quoted bid/ask spread is 0.03% and average daily volume is 608K/day. Tighter spreads and higher volume mean lower round-trip trading costs; this is a live-market snapshot and can widen during volatile sessions. AUM of $48.3B provides ample scale, supporting tight spreads and issuer commitment to keep the fund open.

Domicile & tax treatment: IWB is a US-domiciled, SEC-registered ('40 Act) exchange-traded fund. Dividends and capital gains distributions are reported to US investors on Form 1099-DIV, and the fund is not subject to the PFIC reporting or UCITS-specific rules that apply to Irish- or Luxembourg-domiciled funds. Non-US investors should note that US-domiciled ETFs are generally subject to 30% US withholding tax on dividends (unless reduced by treaty) and to US estate tax exposure on the position — Irish-domiciled UCITS ETFs tracking the same index often avoid both, which is why non-US residents frequently prefer the UCITS equivalent where one exists. This is general information, not tax advice — consult a tax professional for your situation.

IWB Performance History

How IWB Compares to Other US Large Cap Blend ETFs