iShares Russell 2000 Value ETF Rises 29.8% Yearly, Trails DFAT’s 51.8% 5-Year Gain
iShares Russell 2000 Value ETF returned 29.82% in the past year, outperforming DFAT’s 25.58%, while its five-year gain of 38.76% trails DFAT’s 51.8%. The ETF tracks the Russell 2000 Value index without a profitability screen, providing broad small-cap value exposure.
1. Performance Comparison
Over the past 12 months, iShares Russell 2000 Value ETF posted a 29.82% return versus Dimensional Targeted Value ETF’s 25.58%. On a five-year basis, IWN’s 38.76% gain trails DFAT’s 51.8%, highlighting different factor exposures over longer horizons.
2. Index Methodology
IWN tracks the Russell 2000 Value index without screening for profitability, providing broad small-cap value exposure via price-to-book weighting. In contrast, DFAT applies dual screens on value and profitability metrics to exclude unprofitable companies.
3. Benchmark and Market Context
The broader Russell 2000 Value index returned 20.23% over five years, reflecting the cyclicality of small-cap value. Recent market rallies lifted cheap small-caps regardless of earnings quality, benefiting plain-vanilla value strategies like IWN.