PortfoliosLab logoPortfoliosLab logo
IWC vs. YCS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IWC vs. YCS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Micro-Cap ETF (IWC) and ProShares UltraShort Yen (YCS). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, IWC achieves a 22.52% return, which is significantly higher than YCS's 9.35% return. Over the past 10 years, IWC has underperformed YCS with an annualized return of 11.73%, while YCS has yielded a comparatively higher 13.18% annualized return.


IWC

1D
2.05%
1M
4.11%
YTD
22.52%
6M
19.82%
1Y
58.34%
3Y*
21.76%
5Y*
6.46%
10Y*
11.73%

YCS

1D
0.88%
1M
3.65%
YTD
9.35%
6M
8.16%
1Y
30.84%
3Y*
19.46%
5Y*
23.76%
10Y*
13.18%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IWC vs. YCS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IWC
iShares Micro-Cap ETF
22.52%22.45%13.63%8.99%-21.93%18.67%20.88%22.20%-13.13%12.79%
YCS
ProShares UltraShort Yen
9.35%9.04%35.41%28.70%29.09%22.38%-11.18%3.37%-1.49%-6.57%

Correlation

The correlation between IWC and YCS is -0.18, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.18

Correlation (3Y)
Calculated over the trailing 3-year period

-0.08

Correlation (5Y)
Calculated over the trailing 5-year period

-0.05

Correlation (10Y)
Calculated over the trailing 10-year period

0.08

Correlation (All Time)
Calculated using the full available price history since Nov 25, 2008

0.16

The correlation between IWC and YCS shifts across timeframes, from -0.18 (1 year) to 0.16 (all time), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

IWC vs. YCS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IWC
IWC Risk / Return Rank: 7777
Overall Rank
IWC Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
IWC Sortino Ratio Rank: 7272
Sortino Ratio Rank
IWC Omega Ratio Rank: 6565
Omega Ratio Rank
IWC Calmar Ratio Rank: 8787
Calmar Ratio Rank
IWC Martin Ratio Rank: 8181
Martin Ratio Rank

YCS
YCS Risk / Return Rank: 6565
Overall Rank
YCS Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
YCS Sortino Ratio Rank: 5353
Sortino Ratio Rank
YCS Omega Ratio Rank: 6262
Omega Ratio Rank
YCS Calmar Ratio Rank: 8080
Calmar Ratio Rank
YCS Martin Ratio Rank: 7070
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IWC vs. YCS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Micro-Cap ETF (IWC) and ProShares UltraShort Yen (YCS). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


IWCYCSDifference
Sharpe ratioReturn per unit of total volatility

+0.44

Sortino ratioReturn per unit of downside risk

+0.60

Omega ratioGain probability vs. loss probability

1.37

1.36

+0.01

Calmar ratioReturn relative to maximum drawdown

4.66

3.98

+0.68

Martin ratioReturn relative to average drawdown

15.19

12.43

+2.76

IWC vs. YCS - Sharpe Ratio Comparison

The current IWC Sharpe Ratio is 2.38, which is comparable to the YCS Sharpe Ratio of 1.95. The chart below compares the historical Sharpe Ratios of IWC and YCS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

IWC vs. YCS - Drawdown Comparison

The maximum IWC drawdown since its inception was -64.61%, which is greater than YCS's maximum drawdown of -49.56%. Use the drawdown chart below to compare losses from any high point for IWC and YCS.


Loading charts...

Drawdown Indicators


IWCYCSDifference

Max Drawdown

Largest peak-to-trough decline

-64.61%

-49.56%

-15.05%

Max Drawdown (1Y)

Largest decline over 1 year

-12.43%

-8.30%

-4.13%

Max Drawdown (3Y)

Largest decline over 3 years

-29.46%

-23.05%

-6.41%

Max Drawdown (5Y)

Largest decline over 5 years

-40.61%

-27.32%

-13.29%

Max Drawdown (10Y)

Largest decline over 10 years

-47.21%

-27.32%

-19.89%

Current Drawdown

Current decline from peak

-0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-15.25%

-19.88%

+4.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.81%

2.65%

+1.16%

Volatility

IWC vs. YCS - Volatility Comparison

iShares Micro-Cap ETF (IWC) has a higher volatility of 8.99% compared to ProShares UltraShort Yen (YCS) at 2.25%. This indicates that IWC's price experiences larger fluctuations and is considered to be riskier than YCS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


IWCYCSDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.99%

2.25%

+6.74%

Volatility (6M)

Calculated over the trailing 6-month period

18.27%

12.24%

+6.03%

Volatility (1Y)

Calculated over the trailing 1-year period

24.35%

16.99%

+7.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.58%

21.09%

+3.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.52%

18.98%

+5.54%

IWC vs. YCS - Expense Ratio Comparison

IWC has a 0.60% expense ratio, which is lower than YCS's 1.00% expense ratio.


Dividends

IWC vs. YCS - Dividend Comparison

IWC's dividend yield for the trailing twelve months is around 1.12%, while YCS has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
IWC
iShares Micro-Cap ETF
1.12%1.10%1.06%1.17%1.18%0.78%0.98%1.19%1.01%1.09%1.16%1.49%
YCS
ProShares UltraShort Yen
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


IWC and YCS have a correlation of -0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IWC has higher volatility (8.99%) compared to YCS (2.25%). In terms of maximum drawdown, IWC dropped -64.61% vs YCS's -49.56%.

On 10-year performance, YCS leads with 13.18% vs 11.73% for IWC. On fees, IWC is cheaper at 0.60% per year. On volatility, YCS has been the lower-risk option at 2.25%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, YCS has performed better with a 13.18% return vs 11.73%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IWC is cheaper with a 0.60% expense ratio, compared with 1.00% for YCS.

IWC has the higher dividend yield at 1.12%, compared with 0.00% for YCS.

IWC is categorized as Small Cap Blend Equities, while YCS is Leveraged Currency. IWC tracks Russell Microcap Index, while YCS tracks USD/JPY Exchange Rate (-200%). They also come from different issuers: iShares and ProShares. Their fees differ too: 0.60% for IWC and 1.00% for YCS.

IWC currently has the higher Sharpe Ratio (2.38 vs 1.95), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for IWC and YCS

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer