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

ETF | Small Blend |

Last Closing

USD 115.116

Change

+1.54 (+1.35)%

Market Cap

N/A

Volume

0.10M

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: 2025-03-12 )

Largest Industry Peers for Small Blend

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

-0.46 (-0.44%)

USD 81.25B
SCHA Schwab U.S. Small-Cap ETF

+0.06 (+0.26%)

USD 16.98B
SPSM SPDR® Portfolio S&P 600 Small..

-0.18 (-0.44%)

USD 11.39B
FNDA Schwab Fundamental U.S. Small ..

-0.03 (-0.11%)

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

-0.15 (-0.30%)

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

+0.13 (+0.21%)

USD 0.52B
JPSE JPMorgan Diversified Return U...

-0.07 (-0.17%)

USD 0.52B
JHSC John Hancock Multifactor Small..

-0.05 (-0.14%)

USD 0.49B
SMLV SPDR® SSGA US Small Cap Low V..

+0.23 (+0.19%)

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

N/A

USD 0.18B

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 -11.71% 7% C- 16% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -11.71% 7% C- 15% F
Trailing 12 Months  
Capital Gain -2.31% 20% F 36% F
Dividend Return 0.85% 14% F 12% F
Total Return -1.46% 13% F 31% F
Trailing 5 Years  
Capital Gain 66.45% 13% F 62% D
Dividend Return 8.51% 13% F 17% F
Total Return 74.96% 7% C- 56% F
Average Annual (5 Year Horizon)  
Capital Gain 10.89% 33% F 66% D+
Dividend Return 11.80% 27% F 63% D
Total Return 0.92% 7% C- 22% F
Risk Return Profile  
Volatility (Standard Deviation) 35.77% 13% F 28% F
Risk Adjusted Return 33.00% 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.