iShares Microcap ETF (IWC)
IWC is a passive ETF by iShares tracking the investment results of the Russell Microcap Index. IWC launched on Aug 12, 2005 and has a 0.60% expense ratio.
ETF Info
ISIN | US4642888691 |
---|---|
CUSIP | 464288869 |
Issuer | iShares |
Inception Date | Aug 12, 2005 |
Region | North America (U.S.) |
Category | Small Cap Blend Equities |
Index Tracked | Russell Microcap Index |
Home Page | www.ishares.com |
Asset Class | Equity |
Asset Class Size | Micro-Cap |
Asset Class Style | Blend |
Expense Ratio
IWC has a high expense ratio of 0.60%, indicating higher-than-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: IWC vs. IWM, IWC vs. IWX, IWC vs. SPY, IWC vs. VO, IWC vs. VOO, IWC vs. VYM, IWC vs. VTV, IWC vs. VT, IWC vs. VGT, IWC vs. XSD
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.
Returns By Period
iShares Microcap ETF had a return of -1.97% year-to-date (YTD) and 13.19% in the last 12 months. Over the past 10 years, iShares Microcap ETF had an annualized return of 5.89%, while the S&P 500 had an annualized return of 10.55%, indicating that iShares Microcap ETF did not perform as well as the benchmark.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | -1.97% | 7.26% |
1 month | -6.35% | -2.63% |
6 months | 24.30% | 22.78% |
1 year | 13.19% | 22.71% |
5 years (annualized) | 5.01% | 11.87% |
10 years (annualized) | 5.89% | 10.55% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -4.02% | 6.47% | 2.44% | |||||||||
2023 | -7.07% | 9.52% | 14.28% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IWC is 36, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
iShares Microcap ETF(IWC)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Microcap ETF (IWC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares Microcap ETF granted a 1.18% dividend yield in the last twelve months. The annual payout for that period amounted to $1.34 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $1.34 | $1.36 | $1.27 | $1.09 | $1.17 | $1.18 | $0.83 | $1.05 | $0.99 | $1.07 | $0.86 | $0.76 |
Dividend yield | 1.18% | 1.17% | 1.18% | 0.78% | 0.98% | 1.19% | 1.01% | 1.09% | 1.16% | 1.49% | 1.11% | 1.01% |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | $0.25 | |||||||||
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 |
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 |
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 |
2020 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.37 |
2019 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.36 |
2018 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.00 | $0.23 | $0.00 | $0.22 | $0.00 | $0.00 | $0.20 |
2017 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.00 | $0.25 | $0.00 | $0.20 | $0.00 | $0.00 | $0.41 |
2016 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.00 | $0.31 | $0.00 | $0.18 | $0.00 | $0.00 | $0.32 |
2015 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.00 | $0.25 | $0.00 | $0.20 | $0.00 | $0.00 | $0.38 |
2014 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.00 | $0.25 | $0.00 | $0.17 | $0.00 | $0.00 | $0.29 |
2013 | $0.12 | $0.00 | $0.00 | $0.00 | $0.19 | $0.00 | $0.16 | $0.00 | $0.00 | $0.30 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 25.91%.
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 | — | — | — |
-28.7% | Jun 24, 2015 | 161 | Feb 11, 2016 | 197 | Nov 21, 2016 | 358 |
-16.66% | Mar 6, 2014 | 153 | Oct 10, 2014 | 108 | Mar 18, 2015 | 261 |
Volatility
Volatility Chart
The current iShares Microcap ETF volatility is 5.69%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.