PREOX vs. IWC
Compare and contrast key facts about Perritt Ultra MicroCap Fund (PREOX) and iShares Microcap ETF (IWC).
PREOX is managed by Perritt. It was launched on Aug 30, 2004. 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: PREOX or IWC.
Correlation
The correlation between PREOX and IWC is 0.73, 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
PREOX vs. IWC - Performance Comparison
Key characteristics
Returns By Period
PREOX
N/A
N/A
N/A
N/A
N/A
N/A
IWC
0.67%
1.58%
8.82%
15.25%
6.98%
6.66%
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PREOX vs. IWC - Expense Ratio Comparison
PREOX has a 2.42% expense ratio, which is higher than IWC's 0.60% expense ratio.
Risk-Adjusted Performance
PREOX vs. IWC — Risk-Adjusted Performance Rank
PREOX
IWC
PREOX vs. IWC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Perritt Ultra MicroCap Fund (PREOX) 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
PREOX vs. IWC - Dividend Comparison
PREOX has not paid dividends to shareholders, while IWC's dividend yield for the trailing twelve months is around 1.05%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PREOX Perritt Ultra MicroCap Fund | 1.73% | 1.73% | 1.87% | 1.20% | 6.58% | 0.00% | 0.18% | 8.66% | 11.16% | 4.48% | 1.52% | 15.44% |
IWC iShares Microcap ETF | 1.05% | 1.06% | 1.17% | 1.18% | 0.78% | 0.98% | 1.19% | 1.01% | 1.09% | 1.16% | 1.49% | 1.11% |
Drawdowns
PREOX vs. IWC - Drawdown Comparison
Volatility
PREOX vs. IWC - Volatility Comparison
The current volatility for Perritt Ultra MicroCap Fund (PREOX) is 0.00%, while iShares Microcap ETF (IWC) has a volatility of 5.13%. This indicates that PREOX experiences smaller price fluctuations and is considered to be less risky than IWC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.