From Nasdaq

June 5, 2025 6:20 am:

Launched on 07/17/2001, iShares Russell Mid-Cap Value ETF (IWS) is sponsored by Blackrock with over $13.13 billion in assets. Mid cap companies have market capitalization between $2 billion and $10 billion, offering growth potential and stability. The ETF has a 0.23% expense ratio and 1.55% dividend yield. Sector exposure includes Financials, Industrials, and Real Estate, with top holdings like Microstrategy Inc Class A (MSTR), Arthur J Gallagher (AJG), and Williams Inc (WMB) accounting for 7.37% of assets.

IWS aims to match the performance of the Russell MidCap Value Index, up 0.04% year-to-date and 7.98% in the last year. With a beta of 1 and standard deviation of 18.05%, it’s a medium risk choice with 716 holdings for diversification. IWS holds a Zacks ETF Rank of 2 (Buy) and is a good option for investors seeking exposure to the Mid Cap Value segment.

Other ETF alternatives in the space include First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) and Vanguard Mid-Cap Value ETF (VOE). SDVY has $7.99 billion in assets with a 0.59% expense ratio, while VOE has $17.59 billion with a 0.07% expense ratio. Retail and institutional investors favor passively managed ETFs for their low costs, transparency, and long-term investment potential.

Read more at Nasdaq: Should iShares Russell Mid-Cap Value ETF (IWS) Be on Your Investing Radar?