IWB: iShares Russell 1000 ETF returns, drawdowns and risk
Funds that hold the whole US market or its large and mid companies, from a few hundred to several thousand stocks.
Data updated October 2026
IWB · US exchange · USDCategory: Total US stock market ETFsData from October 2006
From October 2006 to October 2026 IWB returned 10.9% a year on average with dividends reinvested, in US dollars: $10,000 invested at the start grew to $79,279.
Its deepest fall was 55.4%, from October 2007 to March 2009, and it took about 53 months to get back to the previous high. Annual volatility was 19.4%; at the last close it was 1.7% below its high.
Against SPY (SPDR S&P 500 ETF Trust), over the 240 months both have data, the correlation of monthly returns was 1.00: they moved almost in lockstep. Beta was 1.01. In months when SPY rose, IWB moved 101% as much on average; in months when SPY fell, 101% as much.
Key figures
- Annual return (CAGR)
- +10.9%
- 1-year return
- +15.9%
- 5 years, a year
- +11.9%
- 10 years, a year
- +15.1%
- Annual volatility
- 19.4%
- Maximum drawdown
- −55.4%
- Sharpe ratio
- 0.55
- Worst year
- 2008: −37.4%
Trailing returns
| Period | IWB | SPY |
|---|---|---|
| 1 year | +15.9% | +16.6% |
| 3 years, a year | +22.7% | +23.1% |
| 5 years, a year | +11.9% | +12.7% |
| 10 years, a year | +15.1% | +15.4% |
To the last close of October 2026. Periods longer than a year are annualised.
Growth of $10,000: IWB vs SPY
Month-end values from November 2006, the first month both funds have data.
IWB drawdowns
Percentage below the previous high, weekly.
Returns by calendar year
| Year | IWB | SPY |
|---|---|---|
| 2026(partial) | +12.8% | +13.3% |
| 2025 | +17.2% | +17.7% |
| 2024 | +24.3% | +24.9% |
| 2023 | +26.4% | +26.2% |
| 2022 | −19.2% | −18.2% |
| 2021 | +26.3% | +28.7% |
| 2020 | +20.8% | +18.3% |
| 2019 | +31.1% | +31.2% |
| 2018 | −4.9% | −4.6% |
| 2017 | +21.5% | +21.7% |
| 2016 | +12.0% | +12.0% |
| 2015 | +0.8% | +1.2% |
| 2014 | +13.1% | +13.5% |
| 2013 | +32.8% | +32.3% |
| 2012 | +16.5% | +16.0% |
| 2011 | +1.2% | +1.9% |
| 2010 | +16.1% | +15.1% |
| 2009 | +28.3% | +26.4% |
| 2008 | −37.4% | −36.8% |
| 2007 | +5.3% | +5.1% |
| 2006(partial) | +4.2% | — |
IWB compared
How the figures are calculated
Total return in the fund’s trading currency, from end-of-day prices with dividends reinvested on the ex-date. The fund’s own ongoing charges are already reflected in its price; trading costs, taxes and currency conversion are not included. Past returns do not predict future returns.
Sharpe ratio uses the return of short-term government bills in the same currency as the risk-free rate. The growth chart uses month-end values; drawdowns and volatility use daily closes.
Questions
What is the average annual return of IWB?
From October 2006 to October 2026 IWB returned 10.9% a year on average (CAGR) with dividends reinvested, in USD. Over the last 5 years: +11.9% a year. Over the last 12 months: +15.9%.
What was the worst drawdown of IWB?
55.4%, from October 2007 to March 2009; it took about 53 months from the previous high to get back to it.
How volatile is IWB?
Annual volatility was 19.4% over the period. Its worst month was −17.1% and 67% of months were positive. Worst calendar year: 2008 (−37.4%).
How closely does IWB follow SPY?
Over 240 months the correlation of monthly returns was 1.00, so they moved almost in lockstep, with a beta of 1.01.
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Other Total US stock market ETFs
- All Total US stock market ETFsReturns and risk side by side
- VTI — Vanguard Total Stock Market ETFCAGR +16.4%
- ITOT — iShares Core S&P Total U.S. Stock Market ETFCAGR +10.2%
- SCHB — Schwab U.S. Broad Market ETFCAGR +12.8%
- SCHX — Schwab U.S. Large-Cap ETFCAGR +13.0%
- VXF — Vanguard Extended Market ETFCAGR +14.8%
Source: MarketStack end-of-day prices, total return with dividends reinvested. Figures are historical and descriptive; they are not forecasts and not investment advice. MEDGE Capital does not recommend buying or selling any instrument. Risk disclaimer.