iShares Russell 2000 Value ETF

IWN

Market cap $14.2B

The $85 billion listing last month of SpaceX, Elon Musk's aerospace, satellite communications and artificial intelligence company, was an important market event. The company's dual-class share structure, conferring disproportionate voting power on its founder, could be expected to serve as a template for the next wave of high-profile IPOs, with OpenAI and Anthropic expected to follow suit in the coming quarters.

State Street SPDR S&P 600 Small Cap Value ETF features a lower expense ratio and higher trailing dividend yield than the iShares alternative. iShares Russell 2000 Value ETF manages $14.4 billion in assets under management, making it significantly larger than the State Street fund.

The iShares Russell 2000 Value ETF focuses on small-cap value stocks while the iShares S&P Mid-Cap 400 Value ETF targets the mid-cap space. The iShares S&P Mid-Cap 400 Value ETF carries a lower expense ratio of 0.18% and has delivered higher five-year total returns.

The iShares Morningstar Small-Cap Value ETF (ISCV) carries a lower expense ratio of 0.06% compared to 0.24% for the iShares Russell 2000 Value ETF (IWN). ISCV's 1.88% dividend yield is higher than IWN's 1.45%.

Despite continued concentration in mega-cap technology stocks, US dividend-focused strategies have generally remained competitive and historically experienced more shallow drawdowns than broader equity markets. Last year, US companies paid a record US$704.8 billion in dividends - the 15th consecutive annual record. Concurrently, dividend growth accelerated across several international markets, highlighting the continued strength of shareholder-return trends.

Launched on July 24, 2000, the iShares Russell 2000 Value ETF (IWN) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market.

iShares Russell 2000 Value ETF offers broader diversification with significantly more holdings than State Street SPDR S&P 600 Small Cap Value ETF State Street SPDR S&P 600 Small Cap Value ETF maintains a lower expense ratio and higher dividend yield than its iShares peer Both funds provide small-cap value exposure and have similar risk profiles, though the iShares fund has slightly outperformed over the last 12 months

The iShares Morningstar Small-Cap Value ETF (ISCV) was launched on June 28, 2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market.

The first quarter of 2026 ended with a decisive shift in equity leadership. The Russell 2000 Value Index gained 5.0 percent, while the Russell 2000 Growth Index fell 2.8 percent.

The Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV | AVUV Price Prediction) is the actively managed option on this list, and that distinction matters more than the label suggests.