IWD ETF

$256.12

Returns Overview

1 Month
+1.90%
3 Months
+13.43%
6 Months
+15.33%
YTD
+14.29%
1 Year
+26.00%
3 Years (annualized)
+17.29%
5 Years (annualized)
+10.82%
10 Years (annualized)
+11.25%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IWD have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This ETF (YTD)
+14.29%
Peer Avg (YTD)
+9.49%
vs Peers
+4.80%

IWD ETF Performance

IWD performance across multiple time periods: 1-month 1.90%, YTD 14.29%, 1-year 26.00%, 3-year 17.29%, 5-year 10.82%, 10-year 11.25%.

IWD returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this ETF.

IWD performance comparison shows side-by-side returns with another fund. IWD alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.90%N/A
3 Months+13.43%N/A
6 Months+15.33%N/A
1 Year+26.00%N/A
3 Years+17.29%N/A
5 Years+10.82%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized