IWN ETF Factor Report
ETF Overview: The iShares Russell 2000 Value ETF (IWN) focuses on small-cap value stocks, primarily in the Financial sector, with Money Center Banks being its largest industry exposure.
Investment Factors Analysis: The report provides a detailed analysis of IWN's exposure to key investing factors such as value, quality, momentum, and low volatility, scoring from 1 to 99.
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Analyst Views on IWN
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Top Performing Active Small-Cap ETFs
- Performance Comparison: Actively managed small-cap exchange-traded funds (ETFs) often outperform their indexed counterparts in terms of returns.
- Investor Behavior: Despite the superior performance, investors have not significantly increased their investments in actively managed small-cap ETFs.
Vanguard vs. iShares: Which is the Better Small-Cap Value ETF, VBR or IWN?
Performance Comparison: IWN has outperformed VBR in one-year total returns but lags behind over a five-year period, with VBR showing a stronger annualized return since 2004.
Expense Ratios and Yield: VBR has a significantly lower expense ratio of 0.07% compared to IWN's 0.24%, and it also offers a slightly higher dividend yield, making it more appealing to cost-conscious and income-focused investors.
Sector Exposure: IWN is more heavily invested in financials and real estate, while VBR focuses on industrials and consumer cyclicals, leading to different risk profiles and investment strategies.
Investment Suitability: While both ETFs provide exposure to U.S. small-cap value stocks, VBR is recommended for long-term buy-and-hold investors, whereas IWN may be better for those interested in specific sectors like small banks or REITs.
Significant Inflows Observed in ETF for IWN, SATS, OKLO, HL
52-Week Range of IWN: IWN's share price has a 52-week low of $129.38 and a high of $190.16, with the last trade recorded at $184.70.
Understanding ETFs: Exchange-traded funds (ETFs) function like stocks, where investors buy and sell "units" that can be created or destroyed based on demand.
Monitoring ETF Flows: Weekly monitoring of shares outstanding helps identify ETFs with significant inflows (new units created) or outflows (units destroyed), impacting the underlying holdings.
Author's Views: The opinions expressed in the article are those of the author and do not necessarily represent Nasdaq, Inc.
Significant ETF Withdrawals: IWN, OKLO, SATS, FLR
52-Week Range of IWN: IWN's share price has a 52-week low of $129.38 and a high of $183.5052, with the last trade recorded at $175.42.
Understanding ETFs: Exchange-traded funds (ETFs) function like stocks, where investors buy and sell "units" that can be created or destroyed based on demand.
Monitoring ETF Flows: Weekly monitoring of shares outstanding helps identify ETFs with significant inflows (new units created) or outflows (old units destroyed), impacting their underlying holdings.
Disclaimer: The views expressed in the article are those of the author and do not necessarily represent Nasdaq, Inc.
ETF Outflow Warning: IWN, OKLO, SATS, FLR
52-Week Range Analysis: IWN's share price has a 52-week low of $129.38 and a high of $183.51, with the last trade recorded at $178.21.
Understanding ETFs: Exchange traded funds (ETFs) function like stocks, where investors buy and sell "units" that can be created or destroyed based on demand.
Monitoring ETF Flows: Weekly monitoring of shares outstanding helps identify ETFs with significant inflows (new units created) or outflows (units destroyed), impacting the underlying holdings.
Author's Perspective: The views expressed in the article are solely those of the author and do not necessarily represent the opinions of Nasdaq, Inc.
"Investor Warns: 'We Are Definitely in an AI Bubble That Will Eventually Burst'"
AI Bubble Warning: Lauren Taylor Wolfe of Impactive Capital warns that the current excitement around AI is a bubble similar to the dot-com boom, predicting it will eventually burst and lead to significant investor losses.
Market Excess Example: Wolfe cites Oklo, a nuclear energy company with a $25 billion market cap and no revenues for three years, as an example of market excess, highlighting the irrationality of current valuations.
Long-term Investment Strategy: Advocating for a long-term investment approach, Wolfe suggests focusing on undervalued companies rather than chasing trends, and recommends sectors that are currently overlooked.
Wall Street Consensus on QQQ: Analysts have a Moderate Buy consensus on the Invesco QQQ Trust ETF, with a price target suggesting a 10.1% upside potential, despite concerns about the sustainability of current AI investments.
Top Performing Active Small-Cap ETFs
- Performance Comparison: Actively managed small-cap exchange-traded funds (ETFs) often outperform their indexed counterparts in terms of returns.
- Investor Behavior: Despite the superior performance, investors have not significantly increased their investments in actively managed small-cap ETFs.
Vanguard vs. iShares: Which is the Better Small-Cap Value ETF, VBR or IWN?
Performance Comparison: IWN has outperformed VBR in one-year total returns but lags behind over a five-year period, with VBR showing a stronger annualized return since 2004.
Expense Ratios and Yield: VBR has a significantly lower expense ratio of 0.07% compared to IWN's 0.24%, and it also offers a slightly higher dividend yield, making it more appealing to cost-conscious and income-focused investors.
Sector Exposure: IWN is more heavily invested in financials and real estate, while VBR focuses on industrials and consumer cyclicals, leading to different risk profiles and investment strategies.
Investment Suitability: While both ETFs provide exposure to U.S. small-cap value stocks, VBR is recommended for long-term buy-and-hold investors, whereas IWN may be better for those interested in specific sectors like small banks or REITs.
Significant Inflows Observed in ETF for IWN, SATS, OKLO, HL
52-Week Range of IWN: IWN's share price has a 52-week low of $129.38 and a high of $190.16, with the last trade recorded at $184.70.
Understanding ETFs: Exchange-traded funds (ETFs) function like stocks, where investors buy and sell "units" that can be created or destroyed based on demand.
Monitoring ETF Flows: Weekly monitoring of shares outstanding helps identify ETFs with significant inflows (new units created) or outflows (units destroyed), impacting the underlying holdings.
Author's Views: The opinions expressed in the article are those of the author and do not necessarily represent Nasdaq, Inc.
Significant ETF Withdrawals: IWN, OKLO, SATS, FLR
52-Week Range of IWN: IWN's share price has a 52-week low of $129.38 and a high of $183.5052, with the last trade recorded at $175.42.
Understanding ETFs: Exchange-traded funds (ETFs) function like stocks, where investors buy and sell "units" that can be created or destroyed based on demand.
Monitoring ETF Flows: Weekly monitoring of shares outstanding helps identify ETFs with significant inflows (new units created) or outflows (old units destroyed), impacting their underlying holdings.
Disclaimer: The views expressed in the article are those of the author and do not necessarily represent Nasdaq, Inc.
ETF Outflow Warning: IWN, OKLO, SATS, FLR
52-Week Range Analysis: IWN's share price has a 52-week low of $129.38 and a high of $183.51, with the last trade recorded at $178.21.
Understanding ETFs: Exchange traded funds (ETFs) function like stocks, where investors buy and sell "units" that can be created or destroyed based on demand.
Monitoring ETF Flows: Weekly monitoring of shares outstanding helps identify ETFs with significant inflows (new units created) or outflows (units destroyed), impacting the underlying holdings.
Author's Perspective: The views expressed in the article are solely those of the author and do not necessarily represent the opinions of Nasdaq, Inc.
"Investor Warns: 'We Are Definitely in an AI Bubble That Will Eventually Burst'"
AI Bubble Warning: Lauren Taylor Wolfe of Impactive Capital warns that the current excitement around AI is a bubble similar to the dot-com boom, predicting it will eventually burst and lead to significant investor losses.
Market Excess Example: Wolfe cites Oklo, a nuclear energy company with a $25 billion market cap and no revenues for three years, as an example of market excess, highlighting the irrationality of current valuations.
Long-term Investment Strategy: Advocating for a long-term investment approach, Wolfe suggests focusing on undervalued companies rather than chasing trends, and recommends sectors that are currently overlooked.
Wall Street Consensus on QQQ: Analysts have a Moderate Buy consensus on the Invesco QQQ Trust ETF, with a price target suggesting a 10.1% upside potential, despite concerns about the sustainability of current AI investments.
