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

ETF | Small Blend |

Last Closing

USD 132.71

Change

+1.75 (+1.34)%

Market Cap

N/A

Volume

0.04M

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: 2025-02-05 )

Largest Industry Peers for Small Blend

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

+1.06 (+0.90%)

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

+0.25 (+0.94%)

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

+0.38 (+0.82%)

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

+0.25 (+0.83%)

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

+0.56 (+1.02%)

USD 0.68B
JHSC John Hancock Multifactor Small..

+0.51 (+1.24%)

USD 0.52B
JPSE JPMorgan Diversified Return U...

+0.45 (+0.95%)

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

+0.72 (+1.01%)

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

+1.61 (+1.21%)

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

+0.33 (+0.86%)

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 1.79% 13% F 44% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.79% 13% F 44% F
Trailing 12 Months  
Capital Gain 19.50% 80% B- 73% C
Dividend Return 0.90% 21% F 12% F
Total Return 20.40% 80% B- 71% C-
Trailing 5 Years  
Capital Gain 36.84% 13% F 66% D+
Dividend Return 6.07% 13% F 17% F
Total Return 42.91% 7% C- 62% D
Average Annual (5 Year Horizon)  
Capital Gain 12.04% 40% F 69% C-
Dividend Return 12.96% 33% F 66% D+
Total Return 0.92% 7% C- 23% F
Risk Return Profile  
Volatility (Standard Deviation) 36.51% 13% F 27% F
Risk Adjusted Return 35.51% 13% F 49% 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.