IWL ETF

IWL ETF
$186.71
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Returns Overview

1 Month
-1.60%
3 Months
+1.37%
6 Months
+5.03%
YTD
+9.60%
1 Year
+9.45%
3 Years (annualized)
+23.80%
5 Years (annualized)
+12.43%
10 Years (annualized)
+16.16%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IWL 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Top 200(^RT200)
This ETF (YTD)
+9.60%
Peer Avg (YTD)
+10.80%
vs Peers
-1.20%

IWL ETF Performance

IWL performance across multiple time periods: 1-month -1.60%, YTD 9.60%, 1-year 9.45%, 3-year 23.80%, 5-year 12.43%, 10-year 16.16%.

IWL returns trail the peer average of 10.80% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this ETF.

IWL vs another fund shows side-by-side returns. IWL alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal Return
1 Month-1.60%
3 Months+1.37%
6 Months+5.03%
1 Year+9.45%
3 Years+23.80%
5 Years+12.43%

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized. Return figures last updated Nov 15, 2026.