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The Daily Insight

What is the market capitalization of the Russell 3000?

Author

William Smith

Updated on February 07, 2026

What is the market capitalization of the Russell 3000?

$48 trillion
Russell 3000 market cap reaches almost $48 trillion following reconstitution.

How much of the Russell 3000 is large cap?

approximately 98%
Russell 3000 Index: The Russell 3000 Index measures the performance of the largest 3,000 U.S. companies representing approximately 98% of the investable U.S. equity market. Russell 2500 Index: A mid-cap to small-cap index of the bottom 2,500 stocks in the Russell 3000 Index.

Is Russell 3000 market cap weighted?

The Russell 3000 Index is a market-capitalization-weighted equity index. Large-cap stocks direct a majority of the index’s performance, while the returns of other segments are overlooked.

What is the best Russell 3000 ETF?

The largest Russell 3000 ETF is the iShares Russell 3000 ETF IWV with $11.95B in assets. In the last trailing year, the best-performing Russell 3000 ETF was VTHR at 32.99%.

What does the Russell 3000 include?

The Russell 3000 is a market index that measures the performance of the top 3,000 U.S. publicly traded companies as ranked by market capitalization, or the total dollar value of all of the outstanding shares. Due to its broad membership, the Russell 3000 accounts for approximately 98% of all U.S. stocks.

What does it mean for a stock to be added to Russell 3000?

In this case, the Russell 3000 includes the largest 3,000 or so stocks in the U.S. Market capitalizations in the Russell 3000 range from less than $200 million to more than $2 trillion. And inclusion in a Russell index also means stocks are eligible for other Russell Indexes such as growth and value sub indexes.

Is it good to be on the Russell 3000?

Should You Invest in the Russell 3000? The Russell 3000 tracks the market as a whole but, due to its weighting, may overly represent large-cap companies. This may not be a bad thing when it comes to gauging the economy’s performance as these companies are large drivers of its movement.

What companies are included in the Russell 3000?

The Russell 3000 Index measures the performance of the broad index of the largest 3,000 US companies….Definition of Russell 3000 Index.

CompanyIndustry
Alphabet Inc Cl. CTechnology
Berkshire Hathaway Inc.Financial
JP Morgan Chase and Co.Financial
Tesla Inc.Consumer Discretionary

Is The Russell 3000 Good?

The Russell 3000 is a little better, distributing similar weighting to 10 companies. If you’re investing in index funds that track either index, though, you may want to supplement with more targeted indexes to greater small company representation and more fully diversify your portfolio.

Does the Russell 3000 include dividends?

The portfolio targets companies that that have successfully increased their dividend payments over a period of ten years within the Russell 3000® Index. Companies are screened for liquidity and dividend status, then selected and equal weighted subject to a maximum individual sector weight of 30%.

Do ETFS pay dividends?

Here we road test the best Australian dividend ETFs and global dividend ETFs listed on the ASX….Best Australian high dividend ETFs.

RDV
1 Year Total Return41.13%
3 Year Total Return (P.A.)5.32%
5 Year Total Return (P.A.)6.70%
Dividend Yield4.28%

What is the highest return index fund?

The Best Index Funds:

  • Schwab U.S. Large-Cap ETF (NYSEARCA: SCHX)
  • iShares Core S&P 500 ETF (NYSEARCA: IVV)
  • Vanguard Total Stock Market ETF (NYSEARCA: VTI)
  • Invesco S&P 500® Equal Weight ETF (NYSEARCA: RSP)
  • Vanguard S&P 500 ETF (NYSEARCA: VOO)

What kind of ETF is Vanguard Russell 3000?

About Vanguard Russell 3000 ETF. The fund employs an indexing investment approach designed to track the performance of the Russell 3000® Index, which represents approximately 98% of the U.S. equity market and comprises the 3,000 largest companies in the United States. The Advisor attempts to replicate the target index by investing all,…

What kind of rating does VTHR ETF have?

Vanguard Russell 3000 ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.48 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors.

What are the sectors in the Vanguard Russell 3000?

Sector Weightings SECTOR % STOCKS Basic Materials 2.56% Communication Services 10.25% Consumer Cyclical 12.07% Consumer Defensive 6.06%

Which is the best mutual fund to track the Russell 3000?

VTHR is aims to deliver the US total market by tracking the Russell 3000. It succeeds, lining up almost perfectly with our market benchmark by every measure. It’s also one of the broadest and most diverse funds in the space, carrying more holdings than the average in this sector, including our benchmark. Sector biases are minor.

What does Morningstar say about Vanguard Russell 3000 ETF?

The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. Will VTHR outperform in future?

Vanguard Russell 3000 ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.48 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors.

Is there ETF that replicates Russell 3000 Index?

This ETF seeks to replicate the Russell 3000 Index, and as such includes exposure to companies of all different sizes and classified in all sectors of the U.S. economy. With nearly 3,000 individual holdings, few ETFs offer exposure to more individual securities.