See what your fund actually adds
iShares Russell Midcap Growth ETF IWP
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | IWP | Replication |
|---|---|---|
| Annualized growth | 4.7% | 5.2% |
| Annualized volatility | 21.4% | 20.5% |
| Sharpe ratio | 0.32 | 0.35 |
| Maximum drawdown | 37.3% | 36.0% |
| Replication fit (R²) | 0.97 · Tracking error 3.6% | |
Replication portfolio
The published portfolio below is the investable basket used to model IWP’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VOT | Mid-Cap · Growth | 71.8% |
| VBK | Small-Cap · Growth | 23.1% |
| MTUM | Factor · Momentum | 2.8% |
| VUG | Style · Growth | 2.3% |