IShares Russell 2000 ETF IWM is a fine offering with a durable cost advantage against its actively managed peers, but there are better alternatives and cheaper funds that track the same index. It earns a Morningstar Analyst Rating of Bronze.
Will IWM 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 IWM’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the IWM 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 IWM’s parent organization’s priorities and whether they’re in line with investors’ interests.