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

ETF | Small Blend |

Last Closing

USD 118.7

Change

+1.27 (+1.08)%

Market Cap

N/A

Volume

0.03M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-03-05 )

Largest Industry Peers for Small Blend

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

+1.12 (+1.04%)

USD 88.71B
SCHA Schwab U.S. Small-Cap ETF

+0.28 (+1.16%)

USD 18.71B
SPSM SPDR® Portfolio S&P 600 Small..

+0.41 (+0.98%)

USD 12.70B
FNDA Schwab Fundamental U.S. Small ..

+0.28 (+1.00%)

USD 9.41B
EES WisdomTree U.S. SmallCap Earni..

+0.55 (+1.10%)

USD 0.67B
GSSC Goldman Sachs ActiveBeta® U.S..

+0.51 (+0.78%)

USD 0.55B
JHSC John Hancock Multifactor Small..

+0.31 (+0.82%)

USD 0.54B
JPSE JPMorgan Diversified Return U...

+0.41 (+0.92%)

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

-0.55 (-0.43%)

USD 0.21B
ISMD Inspire Small/Mid Cap Impact E..

+0.26 (+0.73%)

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 -8.96% 7% C- 15% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -8.96% 7% C- 15% F
Trailing 12 Months  
Capital Gain 0.79% 7% C- 41% F
Dividend Return 0.85% 14% F 12% F
Total Return 1.64% 7% C- 31% F
Trailing 5 Years  
Capital Gain 37.83% 7% C- 60% D-
Dividend Return 6.84% 13% F 17% F
Total Return 44.67% 7% C- 54% F
Average Annual (5 Year Horizon)  
Capital Gain 11.22% 33% F 67% D+
Dividend Return 12.14% 27% F 64% D
Total Return 0.92% 7% C- 22% F
Risk Return Profile  
Volatility (Standard Deviation) 36.00% 13% F 28% F
Risk Adjusted Return 33.71% 13% F 47% 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.