Is IWX a good investment?

iShares Russell Top 200 Value ETF (IWX) is a US large-cap value ETF. As of September 11, 2026, ETF Copilot scores IWX 4.5 out of 10 — highest on Risk (8.4), lowest on Valuation (0.4). It trades at 22.4 times earnings, against its own median of 17.2. Its ten largest holdings are 40% of the fund.

Updated September 11, 2026

How is IWX rated? ETF Copilot scores iShares Russell Top 200 Value ETF (IWX) 4.5 out of 10

As of September 11, 2026, ETF Copilot scores iShares Russell Top 200 Value ETF (IWX) 4.5 out of 10 overall.

ETF Copilot scores (0–10 scale, higher is better):

Overall: 4.5 / 10
Growth: 0.6 / 10
Valuation: 0.4 / 10
Risk: 8.4 / 10
Quality: 6.6 / 10
Return: 7.2 / 10

What is IWX's expense ratio? 0.20% a year

As of September 11, 2026, IWX charges 0.20% a year, yields 1.63% and holds $4.0B in assets across 154 positions.

iShares Russell Top 200 Value ETF (IWX) — cost, income and size
Measure	IWX
Expense ratio	0.20%
Dividend yield	1.63%
Assets under management	$4.0B
Holdings	154

Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.

What stands out in IWX's data

U.S. large-cap value stocks, drawn from the 200 biggest companies.

Trades at a richer price than its own history — you pay more for each dollar of earnings.

Trailing P/E multiple of 22.4x sits above the category median of 20.4x and its own five-year median of 17.4x — among the priciest in the group.

A value-oriented allocation that currently carries a growth-style price tag.

Why did IWX move this week? It fell 1.2% in the week to September 11, 2026 — Microsoft and Johnson & Johnson drove it

IWX fell 1.2% in the week to September 11, 2026. The holdings that moved it most were Microsoft (−2.8%), Johnson & Johnson (−4.6%) and Merck (−5.5%); Intel (+12.3%) pushed the other way.

Is IWX expensive right now? It trades at 22.4 times earnings, against its own median of 17.2

As of September 11, 2026, IWX is more expensive than 95% of its own 114 monthly readings since 2017 — 108 of those months were cheaper than today.

Trailing twelve-month, computed by ETF Copilot from the fund's holdings rather than quoted from a data provider, and rebuilt nightly.

What's inside IWX? 24% Tech

What's inside IWX: Size (Large 99%, Mid 0%, Small 1%); Geography (International 4%, US 96%); Tech 24.2%; Magnificent 7 24.1%; AI 9.8%; Semiconductors 3.0%; Memory 2.6%.

What are IWX's top holdings? The ten largest are 40% of the fund

Amazon.com, Apple, Microsoft, JPMorgan Chase, Berkshire Hathaway, Exxonmobil, Johnson & Johnson, Intel, Cisco Systems and Walmart are IWX's largest holdings, in that order.

More concentrated than 88% of US Large Cap Value ETFs.

Half of IWX's weight sits in its 18 largest positions, and once those weights are taken into account it behaves like 38 equally weighted holdings.

Cite this

ETF Copilot, “iShares Russell Top 200 Value ETF (IWX) scores and holdings analysis”, as of September 11, 2026.
https://etf-copilot.com/etf/iwx