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

ETF | Small Blend |

Last Closing

USD 132.23

Change

+3.01 (+2.33)%

Market Cap

N/A

Volume

0.02M

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: 2025-01-21 )

Largest Industry Peers for Small Blend

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

+1.97 (+1.67%)

USD 85.88B
SCHA Schwab U.S. Small-Cap ETF

+0.49 (+1.85%)

USD 18.09B
SPSM SPDR® Portfolio S&P 600 Small..

+0.75 (+1.63%)

USD 12.16B
FNDA Schwab Fundamental U.S. Small ..

+0.49 (+1.61%)

USD 9.24B
EES WisdomTree U.S. SmallCap Earni..

+0.99 (+1.81%)

USD 0.68B
JHSC John Hancock Multifactor Small..

+0.55 (+1.34%)

USD 0.52B
JPSE JPMorgan Diversified Return U...

+0.82 (+1.72%)

USD 0.52B
GSSC Goldman Sachs ActiveBeta® U.S..

+1.34 (+1.90%)

USD 0.52B
SMLV SPDR® SSGA US Small Cap Low V..

+1.85 (+1.43%)

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

+0.62 (+1.62%)

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 1.42% 7% C- 40% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.42% 7% C- 40% F
Trailing 12 Months  
Capital Gain 17.23% 73% C 68% D+
Dividend Return 0.88% 21% F 11% F
Total Return 18.11% 67% D+ 65% D
Trailing 5 Years  
Capital Gain 32.19% 13% F 65% D
Dividend Return 5.89% 13% F 16% F
Total Return 38.08% 7% C- 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 12.27% 40% F 69% C-
Dividend Return 13.18% 33% F 66% D+
Total Return 0.92% 7% C- 23% F
Risk Return Profile  
Volatility (Standard Deviation) 36.60% 13% F 28% F
Risk Adjusted Return 36.02% 13% F 50% 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.