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

ETF | Small Blend |

Last Closing

USD 106.24

Change

+3.64 (+3.55)%

Market Cap

N/A

Volume

0.05M

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: 2025-04-22 )

Largest Industry Peers for Small Blend

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

+2.28 (+2.42%)

USD 70.99B
SCHA Schwab U.S. Small-Cap ETF

+0.58 (+2.72%)

USD 14.84B
SPSM SPDR® Portfolio S&P 600 Small..

+0.91 (+2.47%)

USD 9.96B
FNDA Schwab Fundamental U.S. Small ..

+0.56 (+2.25%)

USD 8.22B
EES WisdomTree U.S. SmallCap Earni..

+1.09 (+2.46%)

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

+1.55 (+2.68%)

USD 0.48B
JHSC John Hancock Multifactor Small..

+0.80 (+2.35%)

USD 0.45B
JPSE JPMorgan Diversified Return U...

+0.82 (+2.05%)

USD 0.41B
SMLV SPDR® SSGA US Small Cap Low V..

+2.56 (+2.25%)

USD 0.18B
ISMD Inspire Small/Mid Cap Impact E..

+0.77 (+2.49%)

USD 0.16B

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 -18.52% 7% C- 17% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -18.52% 7% C- 16% F
Trailing 12 Months  
Capital Gain -5.90% 53% F 35% F
Dividend Return 0.66% 21% F 11% F
Total Return -5.24% 47% F 30% F
Trailing 5 Years  
Capital Gain 49.49% 7% C- 56% F
Dividend Return 7.90% 13% F 16% F
Total Return 57.39% 7% C- 49% F
Average Annual (5 Year Horizon)  
Capital Gain 7.09% 27% F 60% D-
Dividend Return 7.98% 20% F 56% F
Total Return 0.89% 7% C- 21% F
Risk Return Profile  
Volatility (Standard Deviation) 29.57% 13% F 33% F
Risk Adjusted Return 26.99% 13% F 43% 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.