IWD: iShares Russell 1000 Value ETF

What does IWD hold?#

This fund holds stocks of large and mid sized US companies that look cheaper compared with things like their earnings or book value. These are called value stocks. Its value goes up and down with those stocks.

It tracks the Russell 1000 Value Index. It had 870 holdings as of October 15, 2026, according to iShares (BlackRock).

What is the IWD expense ratio?#

IWD charges 0.18% a year. An expense ratio is the yearly fee a fund takes to run itself. On $10,000, a 0.18% fee comes to about $18 a year.

You never get a bill for it. The fund takes the fee out of its own value a little each day.

How has IWD done since 2000?#

From May 2000 to October 2026, IWD returned about 8.3% a year. Say you put in $10,000 at the start. It would have been worth about $82,354 at the end, with every dividend reinvested.

Prices through October 16, 2026. Figures use daily closing prices adjusted for splits, with dividends reinvested. They do not include taxes or the cost of buying and selling. Past results do not tell you what will happen next.

IWD returns by year#

What was IWD’s worst drop?#

A drawdown is how far a fund falls from its last high point. IWD’s worst fall was −60.1%, from June 4, 2007 to March 9, 2009. It got back to that high on February 1, 2013.

The chart shows how far below its last high the fund was on each day. Big drops are normal for some funds. They matter because selling during a drop locks in the loss.

Which Tactfolio strategies hold IWD?#

5 classic strategies hold IWD at least some of the time. Each is a set of written rules you can open, test and copy.

• GTAA 13: Faber’s 13-asset tactical allocation, by Mebane Faber, 2013
• GTAA Aggressive 3 (Faber GTAA AGG3), by Mebane Faber, 2013
• GTAA Aggressive 6 (Faber GTAA AGG6), by Mebane Faber, 2013
• Trinity Portfolio (Meb Faber), by Mebane Faber, 2016
• Lethargic Asset Allocation (Keller’s LAA), by Wouter J. Keller, 2019

How does IWD compare with similar ETFs?#

Funds that can stand in for IWD:

• VTV: Vanguard Morningstar Value ETF, 0.03% a year
• SCHV: Schwab U.S. Large-Cap Value ETF, 0.04% a year
• SPYV: State Street SPDR Portfolio S&P 500 Value ETF, 0.04% a year
• IVE: iShares S&P 500 Value ETF, 0.18% a year

See all 8 IWD alternatives, compared on the same dates as IWD.

Test IWD in your own rules#

Tactfolio is a platform where you build rules-based investing strategies, backtest them on decades of real prices, share them, and run them automatically in your own Alpaca account. Open the builder, add IWD, and see how a rule such as “hold it only above its 200-day average” would have done. Strategies run on daily prices and hold US stocks and ETFs only.

The details#

Prices come from Tactfolio’s stored daily prices for IWD. Each close is adjusted for splits, and dividends are reinvested on the day the fund pays them out. CAGR is the steady yearly return that turns the starting value into the ending value. Volatility is the yearly standard deviation of daily returns.

Fund facts come from iShares (BlackRock). We checked them on October 16, 2026. Read what a backtest simulates and how to read drawdown and CAGR for more on these measures.