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

ETF | Small Blend |

Last Closing

USD 117.51

Change

-3.41 (-2.82)%

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: 2025-05-21 )

Largest Industry Peers for Small Blend

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

-2.97 (-2.76%)

USD 78.62B
SCHA Schwab U.S. Small-Cap ETF

-0.71 (-2.88%)

USD 16.85B
SPSM SPDR® Portfolio S&P 600 Small..

-1.17 (-2.79%)

USD 11.17B
FNDA Schwab Fundamental U.S. Small ..

-0.79 (-2.80%)

USD 8.22B
GSSC Goldman Sachs ActiveBeta® U.S..

-1.77 (-2.65%)

USD 0.54B
JHSC John Hancock Multifactor Small..

-0.99 (-2.57%)

USD 0.53B
EES WisdomTree U.S. SmallCap Earni..

-1.49 (-2.96%)

USD 0.52B
JPSE JPMorgan Diversified Return U...

-1.04 (-2.33%)

USD 0.41B
ISMD Inspire Small/Mid Cap Impact E..

-1.13 (-3.23%)

USD 0.19B
SMLV SPDR® SSGA US Small Cap Low V..

-2.74 (-2.19%)

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 -9.87% 7% C- 20% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -9.87% 7% C- 20% F
Trailing 12 Months  
Capital Gain -0.77% 60% D- 44% F
Dividend Return 0.63% 21% F 11% F
Total Return -0.14% 53% F 35% F
Trailing 5 Years  
Capital Gain 45.79% 7% C- 55% F
Dividend Return 6.97% 7% C- 15% F
Total Return 52.76% 7% C- 47% F
Average Annual (5 Year Horizon)  
Capital Gain 5.28% 20% F 56% F
Dividend Return 6.15% 20% F 51% F
Total Return 0.88% 7% C- 21% F
Risk Return Profile  
Volatility (Standard Deviation) 27.06% 13% F 35% F
Risk Adjusted Return 22.73% 13% F 41% 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.