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IWD Ishares Russell 1000 Value ETF

Over the last 15 years (2011-082026-09), $10,000 invested in IWD with dividends reinvested grew to $58,08212.30% a year — with a worst peak-to-trough fall of -26.73%. Past performance doesn't predict future results.

Growth of $10,000 · 2011-082026-09 · dividends reinvested

CAGR (annualized return)
12.30%
Volatility (annualized)
14.33%
Worst drawdown
-26.73%
Sharpe ratio
0.77

About IWD

iShares Russell 1000 Value ETF is an exchange-traded fund designed to track the performance of the Russell 1000 Value Index, giving investors exposure to U.S. large- and mid-cap value stocks. The fund focuses on established companies that typically trade at lower valuations relative to earnings, book value, or other fundamentals, and it spans a broad mix of sectors across the U.S. equity market. Its portfolio is diversified across hundreds of holdings, with notable positions often found in financials, healthcare, technology, energy, and consumer staples. iShares Russell 1000 Value ETF is used by market participants seeking a single-fund way to access the value segment of large U.S. equities, while maintaining broad sector diversification and index-based exposure. Managed by BlackRock’s iShares family, it plays a core role in portfolios that aim to complement growth-oriented holdings with a more value-focused equity allocation.

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Educational use only — not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.