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

ETF | Small Blend |

Last Closing

USD 118.24

Change

-0.77 (-0.65)%

Market Cap

N/A

Volume

0.09M

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: 2025-05-14 )

Largest Industry Peers for Small Blend

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

-1.10 (-1.02%)

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

-0.12 (-0.49%)

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

-0.47 (-1.12%)

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

-0.20 (-0.71%)

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

-0.63 (-1.24%)

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

-0.71 (-1.07%)

USD 0.48B
JHSC John Hancock Multifactor Small..

-0.29 (-0.75%)

USD 0.45B
JPSE JPMorgan Diversified Return U...

-0.43 (-0.96%)

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

-0.98 (-0.78%)

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

-0.31 (-0.89%)

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 -9.31% 7% C- 19% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -9.31% 7% C- 18% F
Trailing 12 Months  
Capital Gain -1.31% 47% F 41% F
Dividend Return 0.62% 21% F 11% F
Total Return -0.69% 47% F 34% F
Trailing 5 Years  
Capital Gain 58.07% 7% C- 57% F
Dividend Return 7.51% 7% C- 16% F
Total Return 65.58% 7% C- 50% F
Average Annual (5 Year Horizon)  
Capital Gain 5.70% 20% F 57% F
Dividend Return 6.58% 20% F 53% F
Total Return 0.88% 7% C- 21% F
Risk Return Profile  
Volatility (Standard Deviation) 27.66% 13% F 34% F
Risk Adjusted Return 23.79% 13% F 42% 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.