IWX ETF: Good 2025, But Lagged All Main Indexes

2026-01-08 23:35:53 ET

Outlook & Overview of IWX

The iShares Russell Top 200 Value ETF ( IWX ) is a passively managed exchange-traded fund (also known as an ETF) that invests in large-cap American-listed stocks. The point of this ETF is to measure the performance of large U.S. companies based on their fundamental size and weight, with the fund manager rebalancing and reviewing the fund quarterly or less for investment opportunities. In 2025, the fund returned around 16%, good in comparison to any other year, but below the S&P 500, other countries, and other value benchmarks. After further review, my analysis shows that IWX is a decent investment vs. other passively managed peers, but the trend for underperforming value has continued. The fund has struggled against other large-cap funds that have some growth characteristics, along with also underperforming some of its value peers like iShares S&P 500 Value ETF ( IVE ), which doesn't screen out as many names as IWX does. Since my last article in November, the fund has continued to underperform both IVE as the AI boom has kept pace, while the value rotation has been more spread out amongst the 500 largest U.S. names vs. the top 200....

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