IWC:ARCA-iShares Microcap (USD)

ETF | Small Blend | NYSE Arca

Last Closing

USD 120.11

Change

-3.94 (-3.18)%

Market Cap

USD 0.82B

Volume

0.22M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the Russell Microcap? Index, which measures the performance of the microcap sector of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.

Inception Date: 12/08/2005

Primary Benchmark: Russell Micro Cap TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.6%

Management Expense Ratio: 0.60 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-03 )

Largest Industry Peers for Small Blend

Symbol Name Mer Price(Change) Market Cap
IJR iShares Core S&P Small-Cap ETF 0.07 %

N/A

USD 81.92B
SCHA Schwab U.S. Small-Cap ETF 0.05 %

N/A

USD 16.95B
SPSM SPDR® Portfolio S&P 600 Small.. 0.06 %

N/A

USD 11.12B
FNDA Schwab Fundamental U.S. Small .. 0.25 %

N/A

USD 8.66B
EES WisdomTree U.S. SmallCap Earni.. 0.38 %

N/A

USD 0.60B
JPSE JPMorgan Diversified Return U... 0.29 %

N/A

USD 0.50B
GSSC Goldman Sachs ActiveBeta® U.S.. 0.20 %

N/A

USD 0.49B
JHSC John Hancock Multifactor Small.. 0.50 %

N/A

USD 0.47B
SMLV SPDR® SSGA US Small Cap Low V.. 0.12 %

N/A

USD 0.19B
ISMD Inspire Small/Mid Cap Impact E.. 0.62 %

N/A

USD 0.19B

ETFs Containing IWC

QGE:CA 0.00 % 1.28 %

N/A

N/A
ONEQ:CA CI ONE Global Equity ETF 0.00 % 0.92 %

N/A

CAD 0.05B

Market Performance

  Market Performance vs. Industry/Classification (Small Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 3.52% 13% F 46% F
Dividend Return 0.50% 14% F 10% F
Total Return 4.02% 13% F 36% F
Trailing 12 Months  
Capital Gain 12.61% 13% F 59% D-
Dividend Return 1.31% 27% F 18% F
Total Return 13.92% 7% C- 53% F
Trailing 5 Years  
Capital Gain 37.43% 20% F 66% D+
Dividend Return 5.59% 13% F 16% F
Total Return 43.01% 13% F 61% D-
Average Annual (5 Year Horizon)  
Capital Gain 11.21% N/A N/A 71% C-
Dividend Return 12.11% N/A N/A 68% D+
Total Return 0.90% N/A N/A 20% F
Risk Return Profile  
Volatility (Standard Deviation) 36.40% N/A N/A 27% F
Risk Adjusted Return 33.27% N/A N/A 52% F
Market Capitalization 0.82B N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:

There is nothing we particularly dislike