Small-cap ETFs show resilience amid war jitters, backed by domestic focus, lower energy risks for the United States, a steady Fed and earnings strength.
Small caps are having a better 2026 than most investors expected.
It's helpful to remember that many of today's top mega-cap companies started as speculative small-cap stocks. But no matter the size of the company, the best stocks are the ones that continue to grow revenue and earnings.
If you're interested in broad exposure to the Small Cap Blend segment of the US equity market, look no further than the iShares Russell 2000 ETF (IWM), a passively managed exchange traded fund launched on May 22, 2000.
The VIX closed last week at almost 27, an 11% jump on the final trading day, and early signals this week show it climbing further.
The Russell 2000 slips into correction as oil shock and economic slowdown hit small caps. Inverse ETFs surge -- here's how investors can hedge or play the trend.
Alliancebernstein L.P. trimmed its stake in iShares Russell 2000 ETF (NYSEARCA:IWM) by 1.3% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 921,612 shares of the exchange traded fund's stock after selling 11,956 shares during the period. Alliancebernstein
59 North Capital Management LP lowered its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM) by 81.9% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 174,219 shares of the exchange traded fund's stock after selling 789,128 shares during the period.
When it comes to all-encompassing small cap exposure, the iShares Russell 2000 ETF (IWM) has typically been the default choice.
NEOS Russell 2000 High Income ETF offers a tax-efficient, actively managed covered call spread strategy focused on stable, double-digit monthly income from small-cap volatility. IWMI delivers a 13.8% dividend yield and has outperformed the Russell 2000 since inception. Compared to IWM, IWMI provides superior tax treatment (Section 1256), higher yield, and resilience in sideways or bearish markets.
On this episode of the “ETF of the Week” podcast, VettaFi's Head of Research Todd Rosenbluth discussed the NEOS Russell 2000 High Income ETF (IWMI) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF.
The S&P 500 stands as the ultimate benchmark for investors, a yardstick against which portfolios are measured.