BRSIX vs. IWC
Compare and contrast key facts about Bridgeway Ultra Small Company Market Fund (BRSIX) and iShares Microcap ETF (IWC).
BRSIX is managed by Bridgeway. It was launched on Jul 31, 1997. IWC is a passively managed fund by iShares that tracks the performance of the Russell Microcap Index. It was launched on Aug 12, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRSIX or IWC.
Correlation
The correlation between BRSIX and IWC is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BRSIX vs. IWC - Performance Comparison
Key characteristics
BRSIX:
0.44
IWC:
0.52
BRSIX:
0.78
IWC:
0.90
BRSIX:
1.09
IWC:
1.10
BRSIX:
0.22
IWC:
0.42
BRSIX:
1.65
IWC:
2.28
BRSIX:
6.19%
IWC:
5.22%
BRSIX:
23.32%
IWC:
23.07%
BRSIX:
-66.54%
IWC:
-64.61%
BRSIX:
-33.72%
IWC:
-14.48%
Returns By Period
In the year-to-date period, BRSIX achieves a -0.54% return, which is significantly lower than IWC's -0.42% return. Over the past 10 years, BRSIX has underperformed IWC with an annualized return of -1.33%, while IWC has yielded a comparatively higher 6.55% annualized return.
BRSIX
-0.54%
-1.38%
14.10%
13.30%
3.83%
-1.33%
IWC
-0.42%
-1.82%
9.10%
14.49%
6.74%
6.55%
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BRSIX vs. IWC - Expense Ratio Comparison
BRSIX has a 0.78% expense ratio, which is higher than IWC's 0.60% expense ratio.
Risk-Adjusted Performance
BRSIX vs. IWC — Risk-Adjusted Performance Rank
BRSIX
IWC
BRSIX vs. IWC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridgeway Ultra Small Company Market Fund (BRSIX) and iShares Microcap ETF (IWC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BRSIX vs. IWC - Dividend Comparison
BRSIX's dividend yield for the trailing twelve months is around 0.62%, less than IWC's 1.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRSIX Bridgeway Ultra Small Company Market Fund | 0.62% | 0.62% | 0.90% | 1.04% | 0.88% | 0.98% | 1.30% | 0.74% | 0.14% | 1.03% | 1.00% | 0.90% |
IWC iShares Microcap ETF | 1.06% | 1.06% | 1.17% | 1.18% | 0.78% | 0.98% | 1.19% | 1.01% | 1.09% | 1.16% | 1.49% | 1.11% |
Drawdowns
BRSIX vs. IWC - Drawdown Comparison
The maximum BRSIX drawdown since its inception was -66.54%, roughly equal to the maximum IWC drawdown of -64.61%. Use the drawdown chart below to compare losses from any high point for BRSIX and IWC. For additional features, visit the drawdowns tool.
Volatility
BRSIX vs. IWC - Volatility Comparison
Bridgeway Ultra Small Company Market Fund (BRSIX) has a higher volatility of 5.30% compared to iShares Microcap ETF (IWC) at 4.69%. This indicates that BRSIX's price experiences larger fluctuations and is considered to be riskier than IWC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.