iShares Russell Top 200 ETF

Shareclass
iShares Russell Top 200 ETF (IWL)
Type
Exchange-traded fund
Fund investment profile
Shareclass ticker
IWL
Data as of
30 Aug 2024
Shareclass name
iShares Russell Top 200 ETF
% of fund assets screened
100%
Shareclass type
Exchange-traded funds (ETFs)
Fund net assets
$1.49 BILLION
Fund category
Large Blend
Domicile country
United States
Portfolio currency
US Dollar
Non-diversification risk
No
Socially responsible fund
No
Fossil fuels
Fossil fuel grade
D
Total fossil fuel stock holdings
21
Total % invested in fossil fuel stocks
7.43%
Total assets invested in fossil fuel stocks
$110.84 MILLION
Fossil fuel finance
Fossil fuel finance grade
D
Fossil fuel finance score
15.7
Total fossil fuel finance stock holdings
8
Total % invested in fossil fuel finance stocks
2.69%
Total assets invested in fossil fuel finance stocks
$40.13 MILLION
Fossil fuel insurance
Fossil fuel insurance grade
D
Fossil fuel insurance score
26.4
Total fossil fuel insurance stock holdings
4
Total % invested in fossil fuel insurance stocks
2.69%
Total assets invested in fossil fuel insurance stocks
$40.16 MILLION
Clean200
Total Clean200 stock holdings
20
Total % invested in Clean200 stocks
22%
Total assets invested in Clean200 stocks
$320.98 MILLION
Financial performance
Performance data provided byMorningstarFind more financial data on IWL at Morningstar.com
Current fund
IWL
iShares Russell Top 200 ETF
Family
BlackRock/iShares
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 8/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 10-yr returns 
0.68% more in annualized returns
Less invested in fossil fuels 
1% less invested
Higher fossil finance risk score 
2 points higher
Higher fossil insurance risk score 
3 points higher
More invested in Clean200 
2.58% more invested
Current fund
IWL
iShares Russell Top 200 ETF
Family
BlackRock/iShares
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 8/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 10-yr returns 
0.68% more in annualized returns
Less invested in fossil fuels 
1% less invested
Higher fossil finance risk score 
2 points higher
Higher fossil insurance risk score 
3 points higher
More invested in Clean200 
2.58% more invested
Current fund
IWL
iShares Russell Top 200 ETF
Family
BlackRock/iShares
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 8/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 10-yr returns 
0.68% more in annualized returns
Less invested in fossil fuels 
1% less invested
Higher fossil finance risk score 
2 points higher
Higher fossil insurance risk score 
3 points higher
More invested in Clean200 
2.58% more invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
IWL - iShares Russell Top 200 ETF
28%
9.82%
17%
14%
7.43% 
Benchmark
IVV - iShares Core S&P 500 ETF
27%
9.35%
16%
13%
8.43% 
Fund compared to benchmark
 
1.4%
0.47%
0.99%
0.68%
1%  lower
Find more financial data on IWL at Morningstar.com
What's next?
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