IWFG ETF

$54.56

Returns Overview

1 Month
-0.16%
3 Months
+6.22%
6 Months
+4.02%
YTD
+2.73%
1 Year
+4.40%
3 Years
+21.21%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would IWFG 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
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📉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

-0.16%

3 Months Performance

+6.22%

6 Months Performance

+4.02%

1 Year Performance

+4.40%

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This ETF (YTD)
+2.73%
Peer Avg (YTD)
+8.97%
vs Peers
-6.24%

IWFG ETF Performance

IWFG performance across multiple time periods: 1-month -0.16%, YTD 2.73%, 1-year 4.40%, 3-year 21.21%.

IWFG returns trail the peer average of 8.97% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.16%Jun 15, 2026 to Jul 15, 2026
3 Months+6.22%Apr 15, 2026 to Jul 15, 2026
6 Months+4.02%Jan 15, 2026 to Jul 15, 2026
1 Year+4.40%N/A
3 Years+21.21%N/A

All returns shown are total returns, not annualized