iShares Russell 2000 Growth E.T.F. (IWO-N)

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Likes it for small cap exposure. Small caps are cheaper than large caps right now on a relative basis. They have taken hits this year so there are some opportunities. Seasonality is good at the start of the year. Unlock Premium - Try 5i Free

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The ETF offers low cost and instant diversification. It is also a growth oriented ETF with US exposure. Unlock Premium - Try 5i Free

There are about 1100 different companies in this ETF. Really broad-based and too much for him. Modern portfolio theory would say to be properly diversified, you need 40 different positions.

Thinks there are about 1200 companies included on this. Very low management fee. Mostly healthcare. Too broad-based for him. He would prefer to hold a consumer discretionary ETF.

He is not a growth investor, but a value investor. A good product but he would not recommend it because he is a value investor.

Very large ETF and the fees are very reasonable. It captures the smallest 2000 growth companies in the US. As the sector rotation continues, a lot of people will want to buy growth again and this ETF has done quite well over the past 18 months or so. Cheap. Gives you the whole market right away and you don’t have to worry about picking the wrong small cap, mid cap stock.