Share Price Chart
Loading graphics...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares Microcap ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Loading graphics...
Returns By Period
iShares Microcap ETF (IWC) has returned 1.36% so far this year and 45.56% over the past 12 months. Over the last ten years, IWC has returned 10.08% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
iShares Microcap ETF
- 1D
- 4.11%
- 1M
- -4.95%
- YTD
- 1.36%
- 6M
- 7.71%
- 1Y
- 45.56%
- 3Y*
- 16.51%
- 5Y*
- 2.52%
- 10Y*
- 10.08%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Aug 16, 2005, IWC's average daily return is +0.04%, while the average monthly return is +0.76%. At this rate, your investment would double in approximately 7.6 years.
Historically, 58% of months were positive and 42% were negative. The best month was Nov 2020 with a return of +20.5%, while the worst month was Mar 2020 at -23.8%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.
On a daily basis, IWC closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +10.5%, while the worst single day was Mar 16, 2020 at -13.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.82% | 0.78% | -4.95% | 1.36% | |||||||||
| 2025 | -0.29% | -5.25% | -9.75% | -0.29% | 8.19% | 6.98% | 2.30% | 8.99% | 5.03% | 4.78% | 0.73% | 0.67% | 22.45% |
| 2024 | -4.02% | 6.47% | 2.44% | -8.04% | 5.43% | -2.70% | 12.43% | -3.21% | -0.25% | 0.54% | 11.66% | -5.55% | 13.63% |
| 2023 | 9.59% | -2.89% | -8.68% | -2.87% | 1.29% | 6.56% | 5.49% | -6.56% | -6.69% | -7.07% | 9.52% | 14.28% | 8.99% |
| 2022 | -9.98% | 1.15% | 1.37% | -10.37% | -0.19% | -9.60% | 10.08% | 0.33% | -9.53% | 9.49% | -0.54% | -3.90% | -21.93% |
| 2021 | 14.00% | 6.17% | 2.44% | -0.03% | 1.82% | 2.09% | -5.77% | 3.52% | -2.87% | 2.23% | -5.23% | 0.32% | 18.67% |
Benchmark Metrics
iShares Microcap ETF has an annualized alpha of -0.99%, beta of 1.08, and R² of 0.71 versus S&P 500 Index. Calculated based on daily prices since August 17, 2005.
- This ETF participated in 117.30% of S&P 500 Index downside but only 111.94% of its upside — more exposed to losses than it benefited from rallies.
- With beta of 1.08 and R² of 0.71, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -0.99%
- Beta
- 1.08
- R²
- 0.71
- Upside Capture
- 111.94%
- Downside Capture
- 117.30%
Expense Ratio
IWC has an expense ratio of 0.60%, placing it in the medium range.
Return for Risk
Risk / Return Rank
IWC ranks 85 for risk / return — in the top 85% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares Microcap ETF (IWC) and compare them to a chosen benchmark (S&P 500 Index).
| IWC | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.74 | 0.90 | +0.85 |
Sortino ratioReturn per unit of downside risk | 2.38 | 1.39 | +0.99 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.21 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 3.27 | 1.40 | +1.87 |
Martin ratioReturn relative to average drawdown | 10.63 | 6.61 | +4.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore IWC risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
iShares Microcap ETF provided a 1.06% dividend yield over the last twelve months, with an annual payout of $1.70 per share. The fund has been increasing its distributions for 4 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.70 | $1.73 | $1.38 | $1.36 | $1.27 | $1.09 | $1.17 | $1.18 | $0.83 | $1.05 | $0.99 | $1.07 |
Dividend yield | 1.06% | 1.10% | 1.06% | 1.17% | 1.18% | 0.78% | 0.98% | 1.19% | 1.01% | 1.09% | 1.16% | 1.49% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Microcap ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.25 | $0.25 | |||||||||
| 2025 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.73 | $1.73 |
| 2024 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.38 | $1.38 |
| 2023 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.39 | $1.36 |
| 2022 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.49 | $0.00 | $0.00 | $0.38 | $1.27 |
| 2021 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.54 | $1.09 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Loading graphics...
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Microcap ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares Microcap ETF was 64.61%, occurring on Mar 9, 2009. Recovery took 1007 trading sessions.
The current iShares Microcap ETF drawdown is 8.83%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.61% | Jun 20, 2007 | 433 | Mar 9, 2009 | 1007 | Mar 8, 2013 | 1440 |
| -47.21% | Sep 4, 2018 | 387 | Mar 18, 2020 | 174 | Nov 23, 2020 | 561 |
| -41.06% | Mar 15, 2021 | 662 | Oct 27, 2023 | 473 | Sep 18, 2025 | 1135 |
| -28.7% | Jun 24, 2015 | 161 | Feb 11, 2016 | 197 | Nov 21, 2016 | 358 |
| -16.65% | Mar 6, 2014 | 153 | Oct 10, 2014 | 108 | Mar 18, 2015 | 261 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading graphics...