IWN

ETFIndex

iShares Russell 2000 Value ETF

Category: US Equity (9,528 funds)

Expense Ratio
0.24%
Annual Cost per $10K
$24.00
30-Year Fee Drag per $10K
$4,959
at 7% annual return
Fund Type
ETF
Index
Trailing 12-Month
+9.57%

Asset Allocation

US Equity
84%
Intl Equity
7%
Cash
8%

Fee Comparison

IWN
0.24%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

77% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+29.44%3Y
Compare to

Fee Impact Calculator

$
%
IWN at 0.24%$355,817
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$24,796
Cost vs index fund−$21,607

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
IWNiShares Russell 2000 Value ETF0.24%
AICCXInvestment Co of America0.32%
AWSHXWashington Mutual Investors Fund0.31%
FSSNXFidelity Small Cap Index Fund0.03%
AMCFXAMCAP Fund0.43%
AFMFXAmerican Mutual Fund0.57%
FCTDXStrategic Advisers Fidelity U.S. Total Stock Fund0.28%
IWMiShares Russell 2000 ETF0.19%
FCNKXFidelity Contrafund0.56%
DFSTXU.S. SMALL CAP PORTFOLIO$1M min0.27%
FSMAXFidelity Extended Market Index Fund0.03%
IJHiShares Core S&P Mid-Cap ETF0.05%
IJRiShares Core S&P Small-Cap ETF0.06%
DFSVXU.S. SMALL CAP VALUE PORTFOLIO$1M min0.31%
IWRiShares Russell Mid-Cap ETF0.18%
DFASDimensional U.S. Small Cap ETF0.27%
DFFVXU.S. Targeted Value Portfolio$1M min0.29%
IJKiShares S&P Mid-Cap 400 Growth ETF0.17%
IWPiShares Russell Mid-Cap Growth ETF0.23%
PEIYXPutnam Large Cap Value Fund0.63%
TRQZXT. Rowe Price Mid-Cap Growth Fund, Inc.0.61%
FSAKXStrategic Advisers U.S. Total Stock Fund0.21%
DFATDimensional U.S. Targeted Value ETF0.28%
VWNAXVANGUARD WINDSOR II FUND0.23%
CALFPacer US Small Cap Cash Cows 100 ETF0.59%
DFSCXU.S. MICRO CAP PORTFOLIO$1M min0.41%
FGLGXFidelity Series Large Cap Stock Fund0.00%
FLCNXFidelity Contrafund K60.45%
MEIAXMFS Value Fund0.79%
TRTZXT. Rowe Price Mid-Cap Value Fund, Inc.0.05%
FMAEXFidelity Magellan Fund0.62%
VEIRXVANGUARD EQUITY INCOME FUND0.18%
XMHQInvesco S&P MidCap Quality ETF0.25%
TRZDXT. Rowe Price Dividend Growth Fund, Inc.0.49%
FRISXFranklin Rising Dividends Fund0.52%
OAZMXOakmark Fund0.63%
DFEOXU.S. CORE EQUITY 1 PORTFOLIO$1M min0.15%
FZANXFidelity Advisor New Insights Fund0.53%
FBCGXFidelity Blue Chip Growth K6 Fund0.45%
TRZQXT. Rowe Price Equity Income Fund0.53%
FVWSXFidelity Series Opportunistic Insights Fund0.00%
JVMAXDisciplined Value Mid Cap Fund0.74%
FSMDXFidelity Mid Cap Index Fund0.03%
BBVLXBridge Builder Large Cap Value Fund0.23%
DFACDimensional U.S. Core Equity 2 ETF0.17%
FDTRXFranklin Dynatech Fund0.45%
FZAHXFidelity Advisor Growth Opportunities Fund0.37%
TRUZXT. Rowe Price New Horizons Fund, Inc.0.64%
VWNEXVANGUARD WINDSOR FUND0.26%
ESMLiShares ESG Aware MSCI USA Small-Cap ETF0.17%
TRZVXT. Rowe Price Small-Cap Value Fund, Inc.0.64%
FNCMXFidelity Nasdaq Composite Index Fund0.29%
SPLVInvesco S&P 500 Low Volatility ETF0.25%
IWOiShares Russell 2000 Growth ETF0.24%
TRZAXT. Rowe Price Value Fund, Inc.0.56%
TQAIXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund0.65%
DFSVDimensional US Small Cap Value ETF0.31%
XMMOInvesco S&P MidCap Momentum ETF0.35%
DFUVDimensional U.S. Marketwide Value ETF0.21%
FIFRXFranklin Growth Fund0.46%
NBPBXNeuberger Berman Large Cap Value Fund0.03%
PMBJXMidCap Fund0.80%
FFDKXFidelity Fund0.42%
XLIThe Industrial Select Sector SPDR Fund0.08%
FGRCXFidelity Mega Cap Stock Fund0.47%
PNAIXT. Rowe Price All-Cap Opportunities Fund0.66%
FGIDXFidelity Growth and Income Portfolio0.46%
SMLFiShares U.S. Small-Cap Equity Factor ETF0.15%
ACSHXInvesco Comstock Fund0.51%
FDSSXFidelity Stock Selector Fund0.49%
NSIDXSmall Cap Index Fund0.10%
MVCKXMFS Mid Cap Value Fund0.62%
FCGSXFidelity Series Growth Company Fund0.00%
HDGFXTHE HARTFORD DIVIDEND AND GROWTH FUND0.63%
SPEMSPDR Portfolio Emerging Markets ETF0.07%
PZHEXT. Rowe Price Hedged Equity Fund0.46%
FFOJXSelect Technology Portfolio0.91%
FCAGXFidelity Small Cap Growth Fund0.92%
CGPAXAmerican Funds Growth Portfolio0.99%
IJJiShares S&P Mid-Cap 400 Value ETF0.18%
RPVInvesco S&P 500 Pure Value ETF0.35%
IJTiShares S&P Small-Cap 600 Growth ETF0.18%
FISVXFidelity Small Cap Value Index Fund0.05%
QLDProShares Ultra QQQ0.95%
MFRKXMFS Research Fund0.46%
QVG2QVIP Growth Portfolio0.66%
NOSGXSmall Cap Value Fund0.51%
ACGIXInvesco Growth and Income Fund0.78%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
WFPRXAllspring Special Mid Cap Value Fund0.70%
BBGSXBridge Builder Small/Mid Cap Growth Fund0.34%
PPAInvesco Aerospace & Defense ETF0.58%
FZAFXFidelity Advisor Equity Growth Fund0.55%
ACCLXMid Cap Value Fund0.62%
AASRXAmerican Beacon Small Cap Value Fund0.77%
NBGAXNeuberger Berman Genesis Fund0.02%
IHIiShares U.S. Medical Devices ETF0.38%
LSITXClearBridge Large Cap Growth Fund0.64%
POGRXPRIMECAP Odyssey Growth Fund0.66%
LAFVXLORD ABBETT AFFILIATED FUND INC0.39%
PDPInvesco Dorsey Wright Momentum ETF0.62%

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