IAI vs IWC
Comparison between ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF (IAI, ETF) and ISHARES MICRO-CAP ETF (IWC, ETF).
5-Year PerformanceIAI has outperformed IWC, delivering a return of +14.4% compared to +5.3%
IAI vs IWC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IAI
$1.40B
IWC
$1.40B
Expense Ratio
Winner
IAI
0.38%
IWC
0.60%
Max Drawdown
IAI
75.80%
Winner
IWC
65.20%
Sharpe Ratio
IAI
0.80
Winner
IWC
1.69
5Y Beta
Winner
IAI
1.07
IWC
1.19
P/E Ratio
IAI
20.93
Winner
IWC
-27.24
Forward P/E
IAI
18.87
Winner
IWC
13.52
PEG Ratio
IAI
0.50
IWC
N/A
5Y Dividends CAGR
Winner
IAI
14.27%
IWC
11.12%
5Y EPS CAGR
Winner
IAI
13.79%
IWC
5.16%
Debt to Equity
IAI
70.01%
Winner
IWC
-17.52%
P/S Ratio
IAI
3.22
Winner
IWC
1.54
P/B Ratio
IAI
3.65
Winner
IWC
2.23
IAI vs IWC - Holdings Comparison
IAI and IWC have 1 common holdings. Overlap is 0.00%
IAI's top 25 holdings weight is 97.39%. IWC's top 25 holdings weight is 21.60%.
| Rank | IAI | IWC |
|---|---|---|
| #1 | THE GOLDMAN SACHS GROUP INC (GS) - 19.72% | APPLIED OPTOELECTRONICS INC (AAOI) - 2.18% |
| #2 | MORGAN STANLEY (MS) - 15.95% | APPLIED DIGITAL CORP (APLD) - 1.98% |
| #3 | CHARLES SCHWAB CORP (SCHW) - 9.93% | n/a (PRAX) - 1.61% |
| #4 | MOODYS CORP (MCO) - 4.16% | AXT INC (AXTI) - 1.54% |
| #5 | MSCI INC (MSCI) - 4.12% | TERAWULF INC (WULF) - 1.43% |
| #6 | S&P GLOBAL INC (SPGI) - 4.02% | CIPHER DIGITAL INC (CIFR) - 1.29% |
| #7 | INTERCONTINENTAL EXCHANGE INC (ICE) - 4.02% | NAVITAS SEMICONDUCTOR CORP CLASS A (NVTS) - 1.08% |
| #8 | CME GROUP INC CLASS A (CME) - 3.96% | CELCUITY INC (CELC) - 0.88% |
| #9 | NASDAQ INC (NDAQ) - 3.89% | COGENT BIOSCIENCES INC (COGT) - 0.85% |
| #10 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 3.86% | ENERGY FUELS INC (n/a) - 0.77% |
| #11 | COINBASE GLOBAL INC ORDINARY SHARES CLASS A (COIN) - 3.85% | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 0.72% |
| #12 | CBOE GLOBAL MARKETS INC (CBOE) - 3.56% | NLIGHT INC (LASR) - 0.68% |
| #13 | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 3.45% | TUTOR PERINI CORP (TPC) - 0.59% |
| #14 | RAYMOND JAMES FINANCIAL INC (RJF) - 2.53% | BEL FUSE INC CLASS B (BELFB) - 0.58% |
| #15 | LPL FINANCIAL HOLDINGS INC (LPLA) - 2.18% | DIANTHUS THERAPEUTICS INC (DNTH) - 0.56% |
| #16 | EVERCORE INC CLASS A (EVR) - 1.27% | CENTRUS ENERGY CORP CLASS A (LEU) - 0.55% |
| #17 | TRADEWEB MARKETS INC (TW) - 1.17% | INNODATA INC (INOD) - 0.53% |
| #18 | STIFEL FINANCIAL CORP (SF) - 1.05% | ORUKA THERAPEUTICS INC (ORKA) - 0.51% |
| #19 | JEFFERIES FINANCIAL GROUP INC (JEF) - 0.82% | PENGUIN SOLUTIONS INC (PENG) - 0.50% |
| #20 | FACTSET RESEARCH SYSTEMS INC (FDS) - 0.82% | AEHR TEST SYSTEMS (AEHR) - 0.50% |
| #21 | HOULIHAN LOKEY INC CLASS A (HLI) - 0.78% | VISTANCE NETWORKS INC (VISN) - 0.49% |
| #22 | STONEX GROUP INC (SNEX) - 0.75% | ASTRONICS CORP (ATRO) - 0.46% |
| #23 | LAZARD INC (LAZ) - 0.52% | DIGI INTERNATIONAL INC (DGII) - 0.45% |
| #24 | PIPER SANDLER COS (PIPR) - 0.52% | CECO ENVIRONMENTAL CORP (CECO) - 0.44% |
| #25 | MARKETAXESS HOLDINGS INC (MKTX) - 0.49% | AMERICAN SUPERCONDUCTOR CORP (AMSC) - 0.43% |
| Total Holdings | 39 | 1249 |
IAI vs IWC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IAI
+3.38%
IWC
+2.18%
3M
IAI
+14.66%
Winner
IWC
+17.15%
6M
IAI
+2.78%
Winner
IWC
+16.17%
1Y
IAI
+19.25%
Winner
IWC
+52.59%
5Y(CAGR)
Winner
IAI
+14.44%
IWC
+5.26%
10Y(CAGR)
Winner
IAI
+19.21%
IWC
+11.56%
Max(CAGR)
Winner
IAI
+8.19%
IWC
+7.80%
IAI vs IWC - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | IAI | IWC |
|---|---|---|
| 2026 | +1.78% | +19.45% |
| 2025 | +25.49% | +22.31% |
| 2024 | +35.52% | +14.33% |
| 2023 | +14.79% | +9.83% |
| 2022 | -11.75% | -23.36% |
| 2021 | +41.17% | +19.37% |
| 2020 | +17.15% | +21.33% |
| 2019 | +23.36% | +20.16% |
| 2018 | -9.42% | -14.02% |
| 2017 | +27.80% | +12.24% |
| 2016 | +24.66% | +23.81% |
| 2015 | -0.96% | -4.75% |
| 2014 | +12.35% | +4.30% |
| 2013 | +61.82% | +40.53% |
| 2012 | +13.26% | +17.20% |
| 2011 | -28.09% | -11.41% |
| 2010 | +2.58% | +25.96% |
| 2009 | +39.54% | +23.05% |
| 2008 | -59.22% | -38.31% |
| 2007 | -5.34% | -8.99% |
| 2006 | +5.67% | +13.12% |
| 2005 | N/A | +2.82% |
IAI vs IWC Drawdown Comparison
The maximum drawdown for IAI was -75.46%, occurring on Nov 20, 2008. Recovery took 2385 trading sessions.
The maximum drawdown for IWC was -64.60%, occurring on Mar 9, 2009. Recovery took 1440 trading sessions.
The current IAI drawdown is -2.81%. The current IWC drawdown is -1.89%.
| Rank | IAI | IWC |
|---|---|---|
| #1 | -75.46% Jun 20, 2007 - Dec 7, 2016 | -64.60% Jun 19, 2007 - Mar 8, 2013 |
| #2 | -40.38% Feb 20, 2020 - Nov 23, 2020 | -47.20% Aug 31, 2018 - Nov 23, 2020 |
| #3 | -28.84% Nov 2, 2021 - Mar 4, 2024 | -41.06% Mar 12, 2021 - Sep 18, 2025 |
| #4 | -23.98% Mar 12, 2018 - Nov 25, 2019 | -28.70% Jun 23, 2015 - Nov 21, 2016 |
| #5 | -23.14% Feb 18, 2025 - Jun 18, 2025 | -16.66% Mar 5, 2014 - Mar 18, 2015 |
| #6 | -19.73% May 9, 2006 - Oct 5, 2006 | -15.04% May 5, 2006 - Dec 27, 2006 |
| #7 | -16.52% Jan 15, 2026 - Mar 27, 2026 | -12.43% Jan 22, 2026 - Apr 15, 2026 |
| #8 | -12.16% Feb 7, 2007 - Jun 15, 2007 | -9.98% Oct 15, 2025 - Dec 4, 2025 |
| #9 | -9.18% Jan 12, 2021 - Feb 16, 2021 | -8.81% Jan 23, 2018 - Mar 9, 2018 |
| #10 | -8.41% Mar 1, 2017 - Jun 28, 2017 | -8.63% Feb 22, 2007 - Jun 1, 2007 |
| #11 | -8.12% Feb 1, 2018 - Mar 6, 2018 | -8.61% Sep 12, 2005 - Dec 1, 2005 |
| #12 | -7.77% Nov 27, 2024 - Jan 21, 2025 | -8.24% Feb 9, 2021 - Mar 10, 2021 |
| #13 | -7.07% Aug 27, 2021 - Oct 15, 2021 | -8.08% Jan 22, 2014 - Feb 27, 2014 |
| #14 | -7.01% Jul 26, 2024 - Aug 16, 2024 | -7.28% Mar 12, 2018 - May 11, 2018 |
| #15 | -6.97% Nov 12, 2025 - Dec 9, 2025 | -6.89% Jul 25, 2017 - Sep 18, 2017 |
Correlation
Correlation between IAI and IWC is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2005 - 2026)
IAI vs IWC dividend yield comparison.
| Year | IAI | IWC |
|---|---|---|
| 2026 | 0.38% | 0.13% |
| 2025 | 0.95% | 1.10% |
| 2024 | 1.05% | 1.06% |
| 2023 | 1.80% | 1.17% |
| 2022 | 2.14% | 1.18% |
| 2021 | 1.31% | 0.78% |
| 2020 | 1.55% | 0.98% |
| 2019 | 1.52% | 1.19% |
| 2018 | 1.58% | 1.01% |
| 2017 | 1.37% | 1.09% |
| 2016 | 1.49% | 1.16% |
| 2015 | 1.31% | 1.49% |
| 2014 | 1.13% | 1.11% |
| 2013 | 1.13% | 1.01% |
| 2012 | 2.97% | 1.95% |
| 2011 | 1.25% | 1.21% |
| 2010 | 1.62% | 0.82% |
| 2009 | 0.57% | 0.82% |
| 2008 | 2.28% | 1.31% |
| 2007 | 0.68% | 0.79% |
| 2006 | 0.20% | 0.51% |
| 2005 | 0.00% | 0.19% |
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