IWC:NYE-iShares Micro-Cap ETF (USD)

ETF | Small Blend |

Last Closing

USD 134.95

Change

+7.82 (+6.15)%

Market Cap

N/A

Volume

0.11M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-06 )

Largest Industry Peers for Small Blend

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

+7.03 (+5.99%)

USD 84.92B
SCHA Schwab U.S. Small-Cap ETF

+1.35 (+5.16%)

USD 17.97B
SPSM SPDR® Portfolio S&P 600 Small..

+2.76 (+6.05%)

USD 11.83B
FNDA Schwab Fundamental U.S. Small ..

+1.54 (+5.14%)

USD 9.04B
EES WisdomTree U.S. SmallCap Earni..

+4.01 (+7.49%)

USD 0.65B
JPSE JPMorgan Diversified Return U...

+2.78 (+5.79%)

USD 0.51B
GSSC Goldman Sachs ActiveBeta® U.S..

+4.44 (+6.34%)

USD 0.51B
JHSC John Hancock Multifactor Small..

+2.03 (+5.02%)

USD 0.50B
SMLV SPDR® SSGA US Small Cap Low V..

+11.99 (+9.43%)

USD 0.20B
ISMD Inspire Small/Mid Cap Impact E..

+2.39 (+6.32%)

USD 0.19B

ETFs Containing IWC

QGE:CA 0.00 % 1.28 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Small Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 16.31% 73% C 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 16.31% 73% C 68% D+
Trailing 12 Months  
Capital Gain 40.43% 87% B+ 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 40.43% 87% B+ 80% B-
Trailing 5 Years  
Capital Gain 46.13% 67% D+ 71% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 46.13% 67% D+ 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 12.00% 40% F 71% C-
Dividend Return 12.91% 40% F 69% C-
Total Return 0.90% 7% C- 21% F
Risk Return Profile  
Volatility (Standard Deviation) 36.49% 13% F 27% F
Risk Adjusted Return 35.37% 13% F 53% F
Market Capitalization N/A 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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.