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

ETF | Small Blend |

Last Closing

USD 133.74

Change

+3.29 (+2.52)%

Market Cap

N/A

Volume

0.03M

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: 2024-12-26 )

Largest Industry Peers for Small Blend

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

+0.79 (+0.68%)

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

+0.21 (+0.80%)

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

+0.27 (+0.59%)

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

+0.16 (+0.53%)

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

+0.32 (+0.58%)

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

+0.62 (+0.89%)

USD 0.55B
JHSC John Hancock Multifactor Small..

+0.25 (+0.63%)

USD 0.54B
JPSE JPMorgan Diversified Return U...

+0.21 (+0.44%)

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

+0.29 (+0.76%)

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

+0.92 (+0.72%)

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 15.26% 87% B+ 70% C-
Dividend Return 0.86% 21% F 11% F
Total Return 16.12% 87% B+ 66% D+
Trailing 12 Months  
Capital Gain 13.14% 80% B- 68% D+
Dividend Return 0.84% 14% F 11% F
Total Return 13.98% 80% B- 63% D
Trailing 5 Years  
Capital Gain 34.67% 13% F 67% D+
Dividend Return 5.93% 13% F 16% F
Total Return 40.60% 7% C- 62% 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.