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

ETF | Small Blend |

Last Closing

USD 111.39

Change

+0.82 (+0.74)%

Market Cap

N/A

Volume

0.01M

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: 2025-04-29 )

Largest Industry Peers for Small Blend

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

+0.65 (+0.65%)

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

+0.11 (+0.48%)

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

+0.21 (+0.54%)

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

+0.12 (+0.46%)

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

+0.29 (+0.62%)

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

+0.28 (+0.46%)

USD 0.48B
JHSC John Hancock Multifactor Small..

+0.02 (+0.06%)

USD 0.45B
JPSE JPMorgan Diversified Return U...

+0.32 (+0.76%)

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

+0.95 (+0.80%)

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

+0.13 (+0.40%)

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 -14.57% 7% C- 17% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -14.57% 7% C- 17% F
Trailing 12 Months  
Capital Gain -0.05% 60% D- 42% F
Dividend Return 0.67% 21% F 11% F
Total Return 0.61% 53% F 34% F
Trailing 5 Years  
Capital Gain 43.95% 7% C- 56% F
Dividend Return 7.26% 13% F 16% F
Total Return 51.21% 7% C- 48% F
Average Annual (5 Year Horizon)  
Capital Gain 6.59% 27% F 59% D-
Dividend Return 7.48% 20% F 55% F
Total Return 0.89% 7% C- 21% F
Risk Return Profile  
Volatility (Standard Deviation) 28.86% 13% F 34% F
Risk Adjusted Return 25.91% 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.