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

ETF | Small Blend |

Last Closing

USD 130.4522

Change

+1.45 (+1.13)%

Market Cap

N/A

Volume

0.01M

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: 2024-12-24 )

Largest Industry Peers for Small Blend

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

+0.97 (+0.84%)

USD 87.73B
SCHA Schwab U.S. Small-Cap ETF

+0.24 (+0.92%)

USD 18.38B
SPSM SPDR® Portfolio S&P 600 Small..

+0.40 (+0.89%)

USD 13.08B
FNDA Schwab Fundamental U.S. Small ..

+0.25 (+0.84%)

USD 9.58B
EES WisdomTree U.S. SmallCap Earni..

+0.37 (+0.69%)

USD 0.65B
GSSC Goldman Sachs ActiveBeta® U.S..

+0.58 (+0.84%)

USD 0.55B
JHSC John Hancock Multifactor Small..

+0.30 (+0.74%)

USD 0.54B
JPSE JPMorgan Diversified Return U...

+0.24 (+0.51%)

USD 0.52B
ISMD Inspire Small/Mid Cap Impact E..

+0.42 (+1.12%)

USD 0.21B
SMLV SPDR® SSGA US Small Cap Low V..

+0.96 (+0.75%)

USD 0.20B

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 12.43% 80% B- 66% D+
Dividend Return 0.86% 21% F 11% F
Total Return 13.29% 80% B- 61% D-
Trailing 12 Months  
Capital Gain 10.61% 80% B- 64% D
Dividend Return 0.85% 21% F 10% F
Total Return 11.46% 80% B- 58% F
Trailing 5 Years  
Capital Gain 30.06% 13% F 66% D+
Dividend Return 5.87% 13% F 16% F
Total Return 35.93% 7% C- 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 12.48% 47% F 70% C-
Dividend Return 13.39% 33% F 67% D+
Total Return 0.92% 7% C- 23% F
Risk Return Profile  
Volatility (Standard Deviation) 36.65% 13% F 28% F
Risk Adjusted Return 36.55% 20% F 51% 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.