(IWB) iShares Russell 1000 - Ratings and Ratios

The iShares Russell 1000 ETF (NYSE ARCA:IWB) is designed to track the performance of the Russell 1000 Index, which represents roughly the largest 1,000 U.S. equities and covers about 92 % of the U.S. equity market capitalization.

According to the fund’s prospectus, at least 80 % of IWB’s assets must be invested directly in the index’s component securities. The remaining up to 20 % may be allocated to cash, cash equivalents, or derivative instruments (futures, options, swaps) that are used for liquidity management, risk mitigation, or modest exposure adjustments.

Key metrics (as of the most recent quarterly report) include a net expense ratio of 0.15 %, an average daily trading volume of roughly 3 million shares, and a weighted-average market-cap of about $150 billion, indicating a strong bias toward large-cap, high-liquidity stocks.

Economic drivers that tend to influence IWB’s performance are broad-based U.S. macro trends such as GDP growth, Federal Reserve policy on interest rates, and corporate earnings momentum across the technology, health-care, and consumer discretionary sectors, which together account for roughly 55 % of the index’s weight.

From a risk-adjusted perspective, the fund’s historical 5-year Sharpe ratio hovers around 1.1, suggesting that it has delivered returns modestly above the risk-free rate after accounting for volatility, though this figure can vary significantly in periods of heightened market stress.

Assumption: The above KPIs are based on publicly available data up to the end of Q2 2025; any material corporate actions or index rebalancings after that date could materially alter the fund’s composition and performance.

If you want a deeper dive into how IWB’s sector tilt compares to other large-blend ETFs, ValueRay offers a side-by-side analytics tool that can help you quantify those differences without the need to manually scrape data.