IWC
iShares Micro-Cap ETF
iShares Russell Microcap Index Fund seeks investment results that correspond to the price and yield performance of the Russell Microcap Index.
US
EQUITY
Passive
MANAGEMENT STYLE
$ 1.4 B
ASSETS UNDER MGMT
60 bp
EXPENSES
Fund Basics
| Inception date | Aug 12, 2005 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Quarterly |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | Yes |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| APPLIED OPTOELECTRONICS INC | 2.2 % |
| PRAXIS PRECISION MEDICINES INC | 1.5 % |
| APPLIED BLOCKCHAIN INC | 1.5 % |
| TERAWULF INC. | 1.4 % |
| AXT INC | 1.1 % |
| CIPHER MINING INC | 1.0 % |
| COGENT BIOSCIENCES INC | 1.0 % |
| ENERGY FUELS INC. | 0.9 % |
| TERNS PHARMACEUTICALS, INC. | 0.9 % |
| CELCUITY INC. | 0.8 % |
Constituent Breakdown
| Number of holdings | 1296 |
| Herfindahl-Hirschman Index | 33 |
| Wgt avg mkt cap (mns) | $1,021 |
| Large cap (>$10bn) | 11.6% |
| Mid cap ($2-10bn) | 74.8% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 91.5% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 88.4 % |
 |
CANADA | 1.5 % |
Historical Performance
Standardized Performance (as of 04/30/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 13.6% | 62.0% | 26.8% | 20.8% | 4.0% | 9.8% | 5.8% | 6.4% |
| Dividend Yield | 0.2% | 1.9% | 1.5% | 1.4% | 1.2% | 1.3% | 1.2% | 1.2% |
| Total Returns | 13.8% | 63.8% | 28.2% | 22.3% | 5.2% | 11.1% | 7.0% | 7.6% | Ann. Volatility | 25.7% | 23.5% | 25.3% | 24.2% | 24.4% | 24.4% | 25.0% | 24.7% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 1.48 | 61% |
| MSCI EAFE | 1.08 | 44% |
| MSCI Emg Mkts | 0.80 | 40% |
Liquidity Measures
| Avg. volume (000) | 186 |
| ADV traded (mns) | $35 |
| Turnover | 2.4% |
| Avg. Bid/Ask (% of price) | 0.37% |
Technical Indicators
| 30d moving avg. (EMA) | $172.95 |
| Relative strength (RSI) | 59 |
| MACD/Signal | 3.81/3.81 |
| Bollinger Bands (Upper/Lower) | $186.56/$164.07 |
| Short interest (% of AUM) | 7.2% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. IWC |
Expenses vs. IWC |
ALTAR Score™ vs. IWC |
|---|---|---|---|---|
| GSSC | Goldman Sachs Activebeta U.S. Small Cap Equity ETF | 21.8% | -40 bp | +5.6% |
| BSVO | EA Bridgeway Omni Small-Cap Value ETF | 21.7% | -13 bp | +8.8% |
| AVSC | Avantis U.S Small Cap Equity ETF | 21.2% | -35 bp | +5.9% |
| VTWV | Vanguard Russell 2000 Value ETF | 17.5% | -50 bp | +6.0% |
| IWN | iShares Russell 2000 Value ETF | 17.4% | -36 bp | +5.9% |
| EES | WisdomTree U.S. SmallCap Fund | 16.4% | -22 bp | +9.5% |
| FYC | First Trust Small Cap Growth AlphaDEX Fund | 15.7% | +11 bp | +1.5% |
| DWAS | Invesco Dorsey Wright SmallCap Momentum ETF | 15.2% | 0 bp | +0.7% |
| RSSL | Global X Russell 2000 ETF | 14.6% | -52 bp | +4.2% |
| IWM | iShares Russell 2000 ETF | 14.3% | -41 bp | +4.1% |
Risk and Returns: IWC vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 5/7/2026
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
Historical Valuation Trends Sample data. Subscribe for access.
SHOWING:
Price-to-Earnings
Price-to-Earnings
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
-1.1%
ALTAR SCORE™
1st
PERCENTILE
AVOID
ETFRC RATING
There are 1,206 funds in the US Equity category with an average
ALTAR Score™ of 5.4% and a standard deviation
of 2.1%. IWC's ALTAR Score™ is approximately -3.1 standard
deviations above the category average. This places IWC in the 1st percentile
among funds in the category.
Sell-Side Consensus
$223.44
PRICE TARGET
+18.5%
UPSIDE