IWD ETF

IWD ETF
$249.38
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Returns Overview

1 Month
+2.02%
3 Months
+8.26%
6 Months
+14.67%
YTD
+22.98%
1 Year
+29.50%
3 Years (annualized)
+19.56%
5 Years (annualized)
+11.64%
10 Years (annualized)
+11.57%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This ETF (YTD)
+22.98%
Peer Avg (YTD)
+12.44%
vs Peers
+10.54%

IWD ETF Performance

IWD performance across multiple time periods: 1-month 2.02%, YTD 22.98%, 1-year 29.50%, 3-year 19.56%, 5-year 11.64%, 10-year 11.57%.

IWD returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+2.02%N/A
3 Months+8.26%N/A
6 Months+14.67%N/A
1 Year+29.50%N/A
3 Years+19.56%N/A
5 Years+11.64%N/A

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