iShares Russell 2500 ETF

iShares Russell 2500 ETF

About

iShares Russell 2500 ETF (US46435G2681) is a US-listed equity ETF tracking the Russell 2500 Index. With a expense ratio of 0.15%, it is competitively priced, paying distributions. The fund holds 496 positions across 4 regions with 3.5B in assets, with heavy concentration — 57% in United States.

Score Breakdown

Scores are scaled 1–10 on a logarithmic curve relative to all ETFs in the database. Last updated: Jun 22, 2026
Component Score Details
Cost (30%) 8.6 Tracking Difference: 9.5 · TD Consistency: — · Expense Ratio: 6.5
Liquidity (25%) 9.4 Assets Under Management

Data sources: provider factsheets, exchange data, and NAV history. Information for educational purposes only — not investment advice.

Ticker SMMD
ISIN
Fund Size $3.5B
Issuer iShares
Distribution Pays Distributions
Replication Physical
Inception Jul 2017
Base Currency USD
Index Russell 2500 Index
Asset Class Equities
Category US Equity

Costs

8.6
This fund has low total costs, with competitive tracking and expense ratios.

Cost Metrics Explained

What expense ratio, tracking difference, and TD consistency measure

Expense ratio (Total Expense Ratio) is the annual fee the fund charges, deducted from assets. It’s the headline cost, but not the full picture.

Tracking Difference measures how much the fund actually lags (or leads) its benchmark index per year. This is the single best measure of true cost — it captures the expense ratio plus all other drags like sampling error and tax withholding. A lower (or negative) value is better.

TD Consistency measures how stable the tracking difference is from year to year. A low value means predictable, reliable costs; a high value means costs can vary significantly.

Expense Ratio0.00%
 
Metric Value
Expense Ratio 0.15%

Cumulative Returns

Performance across different time periods.
Year to Date+0.00%
1 Year+0.00%
3 Years+0.00%
5 Years+0.00%
Inception+0.00%
 
Period Cumulative Return
1 Month
3 Months
6 Months
1 Year +37.99%
3 Years +20.14%
5 Years +7.75%
10 Years
YTD +18.34%
Since Inception +11.22%

Holdings

This fund invests into 496 individual investments.
#1
ISHARES RUSSELL 2000 ETF
42.14%
#2
Sandisk Corp/DE
3.81%
#3
Comfort Systems USA Inc
0.83%
#4
Coherent Corp
0.83%
#5
Ciena Corp
0.74%
#6
Lumentum Holdings Inc
0.73%
#7
Flex Ltd
0.66%
#8
Astera Labs Inc
0.66%
#9
Rocket Lab Corp
0.64%
#10
Jabil Inc
0.47%
View all holdings (50)
# Holding Ticker Weight
1 ISHARES RUSSELL 2000 ETF IWM 4214.08%
2 Sandisk Corp/DE SNDK 380.97%
3 Comfort Systems USA Inc FIX 83.32%
4 Coherent Corp COHR 82.99%
5 Ciena Corp CIEN 73.53%
6 Lumentum Holdings Inc LITE 72.99%
7 Flex Ltd FLEX 66.18%
8 Astera Labs Inc ALAB 65.73%
9 Rocket Lab Corp RKLB 64.02%
10 Jabil Inc JBL 47.00%
11 EMCOR Group Inc EME 45.03%
12 Casey's General Stores Inc CASY 37.96%
13 Tapestry Inc TPR 35.73%
14 REVOLUTION Medicines Inc RVMD 35.63%
15 Curtiss-Wright Corp CW 34.55%
16 nVent Electric PLC NVT 34.42%
17 Carpenter Technology Corp CRS 34.35%
18 FTAI Aviation Ltd FTAI 34.29%
19 MKS Instruments Inc MKSI 33.25%
20 ATI Inc ATI 33.09%
21 TechnipFMC PLC FTI 31.81%
22 MACOM Technology Solutions Holdings Inc MTSI 31.76%
23 Woodward Inc WWD 31.43%
24 MasTec Inc MTZ 28.79%
25 Everpure Inc P 28.64%
26 XPO Inc XPO 27.89%
27 United Therapeutics Corp UTHR 27.69%
28 NiSource Inc NI 27.50%
29 CH Robinson Worldwide Inc CHRW 26.54%
30 SoFi Technologies Inc SOFI 26.50%
31 F5 Inc FFIV 26.50%
32 TD SYNNEX Corp SNX 26.49%
33 Lattice Semiconductor Corp LSCC 25.48%
34 Reliance Inc RS 25.24%
35 US Foods Holding Corp USFD 25.15%
36 Affirm Holdings Inc AFRM 24.76%
37 Packaging Corp of America PKG 24.72%
38 Insmed Inc INSM 24.48%
39 Snap-on Inc SNA 24.21%
40 RBC Bearings Inc RBC 24.19%
41 Talen Energy Corp TLN 24.11%
42 Albemarle Corp ALB 23.01%
43 BWX Technologies Inc BWXT 22.86%
44 Royal Gold Inc RGLD 22.02%
45 Roku Inc ROKU 21.69%
46 Viatris Inc VTRS 21.60%
47 AST SpaceMobile Inc ASTS 21.26%
48 WESCO International Inc WCC 21.14%
49 East West Bancorp Inc EWBC 21.10%
50 Host Hotels & Resorts Inc HST 20.90%

Sectors

Allocation by industry sector.
 
Sector Weight
Unknown 4233.00%
Industrials 1353.00%
Technology 1299.00%
Financials 753.00%
Consumer Discretionary 619.00%
Health Care 443.00%
Real Estate 347.00%
Materials 290.00%
Consumer Staples 195.00%
Energy 183.00%
Utilities 148.00%
Communication Services 137.00%

Regions

Geographic allocation by country of risk.
 
Country Weight
United States 5747.00%
UNKNOWN 4233.00%
Germany 9.00%
Canada 6.00%
Australia 5.00%
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