IWX
US ValueiShares Russell Top 200 Value ETF
iShares · Tracks Russell Top 200 Value Index · Inception Sep 22, 2009
Composite score
Based on a 0.20% expense ratio.
Based on $3.56B in net assets.
Top-10 holdings represent 28.5% of net assets.
US Value base · ETF wrapper · 1.42% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. See methodology for formulas, the tracking-quality partial-coverage rationale, and the dimensions we deliberately don't score (methodology v0.5.1).
Use IWX in our tools
Tool · Cost
Compare IWX's fee against another fund
Compounds the 0.20% expense ratio against a peer over decades.
Tool · Overlap
Compare IWX's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar US Value funds.
Tool · TLH
Find a tax-loss harvesting partner for IWX
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
Where should this fund live across your accounts?
Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | Berkshire Hathaway Inc. | 4.30% |
| 2 | JPMorgan Chase & Co. | 3.89% |
| 3 | Exxon Mobil Corp. | 3.49% |
| 4 | Alphabet Inc. | 2.88% |
| 5 | Johnson & Johnson | 2.86% |
| 6 | Amazon.com, Inc. | 2.67% |
| 7 | Walmart Inc | 2.37% |
| 8 | Alphabet Inc. | 2.34% |
| 9 | CHEVRON CORP | 1.88% |
| 10 | Micron Technology Inc. | 1.84% |
Compare IWX with another fund
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