IShares Russell 1000 Value ETF IWD is a solid, low-cost strategy that accurately represents the investment opportunity set in U.S. large-cap value stocks. Although its fee is competitive, there are cheaper large-value options available. It earns a Morningstar Analyst Rating of Silver.
Will IWD outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IWD’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the IWD management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of IWD’s parent organization’s priorities and whether they’re in line with investors’ interests.