IJJ vs. IWN: Can the Mid-Cap ETF Compete with a Small-Cap Fund?

IWN has outperformed IJJ over the last 12 months, but IJJ has had better long-term growth. IJJ has a slightly lower expense ratio and offers a marginally higher dividend yield than IWN.

The Motley Fool • Feb 8, 2026

Should iShares Russell 2000 Value ETF (IWN) Be on Your Investing Radar?

If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the iShares Russell 2000 Value ETF (IWN), a passively managed exchange traded fund launched on July 24, 2000.

Zacks Investment Research • Jan 29, 2026

IWN vs. ISCV: Which Small-Cap ETF Is the Best Choice for Investors?

IWN is much larger and more actively traded than ISCV, but it also charges a higher expense ratio. ISCV has a slightly higher yield, while IWN posted stronger one-year total returns.

The Motley Fool • Jan 5, 2026

VBR vs. IWN: Does Vanguard's Low Fee Beat iShares' Broader Diversification?

VBR carries a lower expense ratio and higher yield. IWN holds more stocks with a heavier tilt toward financials, while VBR leans industrial.

The Motley Fool • Dec 27, 2025

Vanguard vs. iShares: Is VBR or IWN the Superior Small-Cap Value ETF?

IWN has delivered a stronger one-year total return than VBR but trails over a five-year period. VBR charges a much lower expense ratio than IWN, which could appeal to cost-conscious investors.

The Motley Fool • Dec 21, 2025

IWN vs. IJJ: Which iShares Value-Focused ETF Reigns Supreme?

IWN holds over 1,400 small-cap value stocks and has a higher one-year return than IJJ. IJJ offers a lower expense ratio and higher dividend growth, while focusing on mid-cap value stocks.

The Motley Fool • Dec 18, 2025

IWN: Fed Rate Cuts In Play, Small-Cap Value May Benefit

I have a buy rating on iShares Russell 2000 Value ETF, expecting small-cap value to outperform as Fed rate cuts loom this September. IWN offers attractive valuation, solid momentum, and a dividend yield above the S&P 500, with high liquidity and tradability. Small-cap value stocks, including IWN, are sensitive to interest rates, making the upcoming Fed decision pivotal for performance.

Seeking Alpha • Sep 10, 2025

IWN: Value Is Good, But The Size Factor Introduces Risks

IWN offers diversified small-cap value exposure with attractive valuations, but faces heightened risk due to current macroeconomic headwinds and market psychology. Despite defensive value positioning, IWN's small-cap bias increases downside risk, making it likely to underperform large-cap growth peers in both bullish and bearish markets in the short run. Recent economic data—slowing GDP growth, softening labor market, and persistent inflation—suggest a challenging outlook for small-cap value stocks.

Seeking Alpha • Jun 26, 2025

IWN: Not A Tremendous Value, But Decent Enough 2025 Prospects

The Russell 2000 Value ETF has significantly underperformed the S&P 500 and other major indexes in recent years. The Russell 2000 Value ETF has a somewhat lower price/book ratio, higher dividend yield, and smaller market cap compared to the overall Russell 2000. However, the difference in portfolio constitution is rather modest, reducing IWN's appeal.

Seeking Alpha • Dec 25, 2024

IWN: This ETF Doesn't Deliver The Smallcap Value Premium

The iShares Russell 2000 Value ETF fails to accurately capture the small-cap value premium due to outdated and mixed value-growth factors. The ETF's methodology dilutes the value premium by including growth stocks and assigning them weight in the value index. The lack of a profitability filter increases risk, as many small-cap stocks in the ETF are unprofitable and high-risk.

Seeking Alpha • Sep 7, 2024