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ETFs

iShares Russell Mid-Cap Value ETF

IWS
$—
Today’s Change
— (—)

Snapshot
*

Inception Date
Jul 17, 2001
Expense Ratio
0.23%
Type
US Equities
Fund Owner
Blackrock (iShares)
Volume (1m avg. daily)
$42,288,508
AUM
$12,158,911,724
Associated Index
Russell Midcap Pure Value Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
Yes
Prospectus
View

Top 10 Holdings

PSX
Phillips 66
0.8%
PH
Parker-Hannifin Corp.
0.73%
AJG
Arthur J. Gallagher & Co.
0.69%
AFL
Aflac Inc.
0.68%
MRVL
Marvell Technology Inc
0.66%
CARR
Carrier Global Corp
0.65%
PCAR
Paccar Inc.
0.64%
WELL
Welltower Inc.
0.61%
WMB
Williams Cos Inc
0.6%
ON
ON Semiconductor Corp.
0.59%
Invest with IWS
Trade IWS Options

What is IWS?

The iShares Russell Midcap Value Index Fund seeks investment results that correspond generally to the price and yield performance before fees and expenses of the mid-capitalization value sector of the U.S. equity market as represented by the Russell Midcap Value Index. The index represents approximately 60% of the total market capitalization of the Russell Midcap Index.

1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade

IWS
Performance Measures**

for the time period Jul 24, 2001 to Dec 4, 2025

Returns

1M Trailing Return: 3.6%

The percent change in the value over the most recent 1-month period.

3M Trailing Return: 2.7%

The percent change in the value over the most recent 3-month period.

Measures of Risk or Volatility

Max Drawdown: -62.4%

The greatest percent loss from peak to trough in value over the time period.

Standard Deviation: 20.3%

The typical amount that daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

Measures of Risk-Adjusted Performance

Sharpe Ratio: 0.55

The annualized arithmetic mean of the daily returns divided by the annualized standard deviation of the daily returns for the selected time period.

Calmar Ratio: 0.15

The annualized return divided by the max drawdown for the selected time period.

ETFs related toIWS

ETFs correlated to IWS include JHMM, IMCV, RSP

IWS
BlackRock Institutional Trust Company N.A. - iShares Russell Mid-Cap Value ETF
JHMM
John Hancock Investment Management LLC - John Hancock Multifactor Mid Cap ETF
IMCV
BlackRock Institutional Trust Company N.A. - iShares Morningstar Mid-Cap Value ETF
RSP
Invesco Capital Management LLC - Invesco S&P 500 Equal Weight ETF
VOE
Vanguard Group, Inc. - Vanguard Mid-Cap Value ETF
IWR
BlackRock Institutional Trust Company N.A. - iShares Russell Mid-Cap ETF
SCHM
Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
EQAL
Invesco Capital Management LLC - Invesco Russell 1000 Equal Weight ETF
JPME
J.P.Morgan Investment Management Inc. - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
IMCB
BlackRock Institutional Trust Company N.A. - iShares Morningstar Mid-Cap ETF
MIDU
Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3x Shares

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Trading Strategies
Related toIWS

Simon | KMLM switcher | Simon Shorts Ed. + MbM | (single pops)| BT 4/13/22

Category

Trend-following, RSI momentum, volatility hedging, leveraged ETFs, inverse ETFs, managed futures (KMLM), bonds/cash, tech/semis/small-cap/biotech, risk-on/off

OOS Cumulative Return

94.76%

💎🥐

Category

Tactical asset allocation, volatility trading, market timing, risk management, leveraged ETFs, trend-following, mean reversion

OOS Cumulative Return

17.83%

Create your own algorithmic trading strategy with IWS using Composer

FAQ

IWS is a US Equities ETF. The iShares Russell Midcap Value Index Fund seeks investment results that correspond generally to the price and yield performance before fees and expenses of the mid-capitalization value sector of the U.S. equity market as represented by the Russell Midcap Value Index. The index represents approximately 60% of the total market capitalization of the Russell Midcap Index.

IWS tracks the Russell Midcap Pure Value Index.

No, IWS is not actively managed. It is passively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

Yes, IWS is passively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on IWS is -0.0206%. This is the percent change in the value of IWS over the most recent 1-month period. The 3-month return on IWS is -0.0084%. This is the percent change in the value of IWS over the most recent 3-month period.

The standard deviation of IWS for the past year is 0.1873%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to IWS include IWO, VTV, and VUG.

ETFs correlated to IWS include JHMM, IMCV, and RSP.

ETFs that are inversely correlated to IWS include TZA, RWM, and TWM.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.