iShares Global Timber & Forestry ETF WOOD
- Expense Ratio (TER) 0.40% · Good — low-cost index fund
- AUM (Fund Size) 246.8M · Mid-size fund
- Distribution Yield 2.54% · Regular distributions
- Diversification 9 holdings · Top-10 = 52.1% — concentrated, higher single-stock risk
- Long-Term Track Record 3Y avg -1.2%/yr · 5Y avg -3.4%/yr
- Annual Volatility 18.7% · Moderate
- Worst 1-Year Drawdown -21.6% · Significant — prepare for deep dips
- Risk-Adjusted Return Sharpe -0.22 · Poor — high risk, low reward
Auto-generated from fund data and price history. Not investment advice — verify with the fund issuer's factsheet before investing.
About This Fund
The fund will invest at least 80% of its assets in the component securities of the index and in investments that have economic characteristics that are substantially identical to the component securities and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The fund is non-diversified.
Investment Strategy & Highlights
- Theme: Tracks Timber / Forestry.
- Category: Natural Resources · managed by iShares.
- Diversification: 9 top holdings reported; the top 10 positions account for 52.1% of the portfolio.
- Largest position: Weyerhaeuser Co (WY) at 7.99%.
- Top sector: Basic Materials at 65.3% of holdings.
- Geographic exposure: United States (24.9%), Brazil (7.4%), United Kingdom (5.8%), Hong Kong (5.0%), Canada (4.5%) .
- Cost: Expense ratio of 0.40% — low for this category.
- Income: Distributes a yield of approximately 2.54%.
- Track record: 3Y avg -1.22% · 5Y avg -3.39% per year.
- Trading: Listed on NGM, denominated in USD.
Geographic Allocation
| Country / Region | Weight % |
|---|---|
| United States | 24.92% |
| Brazil | 7.41% |
| United Kingdom | 5.80% |
| Hong Kong | 5.04% |
| Canada | 4.50% |
| Japan | 4.48% |
Inferred from the listing exchange of each top holding; the underlying fund may invest beyond the holdings shown here.
Curated from issuer disclosures, fund factsheets, and public market data. Figures are illustrative and not investment advice.
Key Facts
Performance Returns
Total price return over each window. 3Y/5Y use weekly close history; shorter windows use daily closes.
Risk & Volatility
Volatility = stdev of daily returns × √252. Sharpe-like = annualized mean / annualized vol (rf = 0%). Educational estimates from 1-year price history.
Technical Trend
Signal: Mildly bearish (50/200 in downtrend)
Computed from daily close history. SMA-50 above SMA-200 is the classic “golden cross” trend regime. RSI > 70 overbought · RSI < 30 oversold.
PROS
- Low expense ratio (0.40%).
CONS
No notable concerns flagged.
* The pros and cons are auto-generated from fund metrics.
Price Chart
🔄 Similar Funds to Compare
This fund is in the Natural Resources category. Compare with other funds in the same category on the Funds & ETFs page to find the best fit for your strategy.
- Compare expense ratios — lower TER saves money
- Check 1Y/3Y/5Y returns — consistency matters
- Review AUM — larger funds have better liquidity
- Look at holdings overlap — avoid duplication
Top Holdings (9)
| # | Symbol / CUSIP | Name | Weight % |
|---|---|---|---|
| 1 | WY | Weyerhaeuser Co | +7.99% |
| 2 | SUZB3.SA | Suzano SA | +7.41% |
| 3 | SW | Smurfit WestRock PLC | +6.37% |
| 4 | UPM.HE | UPM-Kymmene Oyj | +5.84% |
| 5 | MNDI.L | Mondi PLC | +5.80% |
| 6 | 2689.HK | Nine Dragons Paper (Holdings) Ltd | +5.04% |
| 7 | IP | International Paper Co | +4.72% |
| 8 | WFG.TO | West Fraser Timber Co.Ltd | +4.50% |
| 9 | 3861.T | Oji Holdings Corp | +4.48% |
Top holdings as reported by the fund issuer; full list of constituents may not be available.
Sector Allocation
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