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ETFs

iShares Russell Top 200 Value ETF

IWX
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Sep 22 2009
Expense Ratio
0.20%
Type
US Equities
Fund Owner
Blackrock (iShares)
Volume (1m avg. daily)
$6,958,391
AUM
$1,745,517,202
Associated Index
Russell Top 200 Value Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
Yes
Prospectus
View

Top 10 Holdings

BRK/B
Berkshire Hathaway Inc. - Ordinary Shares - Class B
5.44%
XOM
Exxon Mobil Corp.
3.80%
JPM
JPMorgan Chase & Co.
3.47%
JNJ
Johnson & Johnson
3.19%
CVX
Chevron Corp.
2.43%
PG
Procter & Gamble Co.
2.39%
WMT
Walmart Inc
1.91%
MRK
Merck & Co Inc
1.82%
CSCO
Cisco Systems, Inc.
1.81%
BAC
Bank Of America Corp.
1.59%
Invest with IWX

What is IWX?

The iShares Russell Top 200 Value Index Fund seeks investment results that correspond generally to the price and yield performance before fees and expenses of the Russell Top 200® Value Index.

ETFs related toIWX

ETFs correlated to IWX include IWD, VONV, ILCV

IWX
BlackRock Institutional Trust Company N.A. - iShares Russell Top 200 Value ETF
IWD
BlackRock Institutional Trust Company N.A. - iShares Russell 1000 Value ETF
VONV
Vanguard Group, Inc. - Vanguard Russell 1000 Value Index ETF
ILCV
BlackRock Institutional Trust Company N.A. - iShares Morningstar Value ETF
VTV
Vanguard Group, Inc. - Vanguard Value ETF
SCHV
Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
DLN
WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
MGV
Vanguard Group, Inc. - Vanguard Mega Cap Value ETF
PRF
Invesco Capital Management LLC - Invesco FTSE RAFI US 1000 ETF
DGRO
BlackRock Institutional Trust Company N.A. - iShares Core Dividend Growth ETF
JAVA
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF

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.

Automated Strategies
Related toIWX

#OPUS-12

Opus-12

Category

Opus, Investing for the Long-Term

Risk Rating

Moderate

Create your own algorithmic trading strategy with IWX using Composer

FAQ

IWX is a US Equities ETF. The iShares Russell Top 200 Value Index Fund seeks investment results that correspond generally to the price and yield performance before fees and expenses of the Russell Top 200® Value Index.

IWX tracks the Russell Top 200 Value Index.

No, IWX 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, IWX 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 IWX is -0.001%. This is the percent change in the value of IWX over the most recent 1-month period. The 3-month return on IWX is 0.0086%. This is the percent change in the value of IWX over the most recent 3-month period.

The standard deviation of IWX for the past year is 0.1508%. 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 IWX include IWO, VUG, and IVW.

ETFs correlated to IWX include IWD, VONV, and ILCV.

ETFs that are inversely correlated to IWX include DOG, SDOW, and DXD.

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.