WCEO vs. IWC
Compare and contrast key facts about Hypatia Women Ceo ETF (WCEO) and iShares Microcap ETF (IWC).
WCEO and IWC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WCEO is an actively managed fund by Hypatia Capital. It was launched on Jan 6, 2023. IWC is a passively managed fund by iShares that tracks the performance of the Russell Microcap Index. It was launched on Aug 12, 2005.
Performance
WCEO vs. IWC - Performance Comparison
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WCEO vs. IWC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
WCEO Hypatia Women Ceo ETF | 0.93% | 9.77% | 8.28% | 11.35% |
IWC iShares Microcap ETF | 1.36% | 22.45% | 13.63% | 7.04% |
Returns By Period
In the year-to-date period, WCEO achieves a 0.93% return, which is significantly lower than IWC's 1.36% return.
WCEO
- 1D
- 2.13%
- 1M
- -3.98%
- YTD
- 0.93%
- 6M
- 2.84%
- 1Y
- 20.34%
- 3Y*
- 9.62%
- 5Y*
- —
- 10Y*
- —
IWC
- 1D
- 4.11%
- 1M
- -4.95%
- YTD
- 1.36%
- 6M
- 7.71%
- 1Y
- 45.56%
- 3Y*
- 16.51%
- 5Y*
- 2.52%
- 10Y*
- 10.08%
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WCEO vs. IWC - Expense Ratio Comparison
WCEO has a 0.85% expense ratio, which is higher than IWC's 0.60% expense ratio.
Return for Risk
WCEO vs. IWC — Risk / Return Rank
WCEO
IWC
WCEO vs. IWC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hypatia Women Ceo ETF (WCEO) 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.
| WCEO | IWC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 1.74 | -0.76 |
Sortino ratioReturn per unit of downside risk | 1.54 | 2.38 | -0.84 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.30 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.46 | 3.27 | -1.81 |
Martin ratioReturn relative to average drawdown | 6.30 | 10.63 | -4.33 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WCEO | IWC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 1.74 | -0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.10 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.42 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.28 | +0.23 |
Correlation
The correlation between WCEO and IWC is 0.88, 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.
Dividends
WCEO vs. IWC - Dividend Comparison
WCEO's dividend yield for the trailing twelve months is around 0.63%, less than IWC's 1.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WCEO Hypatia Women Ceo ETF | 0.63% | 0.64% | 0.88% | 0.93% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWC iShares Microcap ETF | 1.06% | 1.10% | 1.06% | 1.17% | 1.18% | 0.78% | 0.98% | 1.19% | 1.01% | 1.09% | 1.16% | 1.49% |
Drawdowns
WCEO vs. IWC - Drawdown Comparison
The maximum WCEO drawdown since its inception was -25.88%, smaller than the maximum IWC drawdown of -64.61%. Use the drawdown chart below to compare losses from any high point for WCEO and IWC.
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Drawdown Indicators
| WCEO | IWC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.88% | -64.61% | +38.73% |
Max Drawdown (1Y)Largest decline over 1 year | -13.86% | -13.35% | -0.51% |
Max Drawdown (5Y)Largest decline over 5 years | — | -40.68% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -47.21% | — |
Current DrawdownCurrent decline from peak | -4.98% | -8.83% | +3.85% |
Average DrawdownAverage peak-to-trough decline | -5.75% | -15.39% | +9.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.21% | 4.11% | -0.90% |
Volatility
WCEO vs. IWC - Volatility Comparison
The current volatility for Hypatia Women Ceo ETF (WCEO) is 5.11%, while iShares Microcap ETF (IWC) has a volatility of 9.16%. This indicates that WCEO 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.
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Volatility by Period
| WCEO | IWC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.11% | 9.16% | -4.05% |
Volatility (6M)Calculated over the trailing 6-month period | 11.03% | 18.06% | -7.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.85% | 26.33% | -5.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.37% | 24.40% | -6.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.37% | 24.30% | -5.93% |