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IGEB vs IWC

Comparison between ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF (IGEB, ETF) and ISHARES MICRO-CAP ETF (IWC, ETF).

5-Year PerformanceIWC has outperformed IGEB, delivering a return of +4.8% compared to +1.0%

IGEB vs IWC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IGEB
$1.40B
IWC
$1.40B
Expense Ratio
Winner
IGEB
0.18%
IWC
0.60%
Max Drawdown
Winner
IGEB
26.13%
IWC
65.20%
Sharpe Ratio
IGEB
0.33
Winner
IWC
1.65
5Y Beta
Winner
IGEB
0.11
IWC
1.19
P/E Ratio
IGEB
N/A
IWC
-35.02
Forward P/E
IGEB
N/A
IWC
13.60
5Y Dividends CAGR
IGEB
3.15%
Winner
IWC
11.12%
5Y EPS CAGR
IGEB
N/A
IWC
5.26%
Debt to Equity
IGEB
N/A
IWC
-18.24%
P/S Ratio
IGEB
N/A
IWC
1.61
P/B Ratio
IGEB
N/A
IWC
2.25

IGEB vs IWC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IGEB
-0.04%
IWC
-2.49%
3M
IGEB
-0.67%
Winner
IWC
+9.62%
6M
IGEB
+0.23%
Winner
IWC
+13.85%
1Y
IGEB
+5.33%
Winner
IWC
+50.22%
5Y(CAGR)
IGEB
+1.04%
Winner
IWC
+4.77%
10Y(CAGR)
IGEB
+3.12%
Winner
IWC
+10.86%
Max(CAGR)
IGEB
+3.12%
Winner
IWC
+7.58%

IGEB vs IWC - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearIGEBIWC
2026+0.16%+14.44%
2025+8.14%+22.31%
2024+3.64%+14.33%
2023+9.01%+9.83%
2022-14.22%-23.36%
2021-0.76%+19.37%
2020+10.93%+21.33%
2019+15.54%+20.16%
2018-2.06%-14.02%
2017+1.53%+12.24%
2016N/A+23.81%
2015N/A-4.75%
2014N/A+4.30%
2013N/A+40.53%
2012N/A+17.20%
2011N/A-11.41%
2010N/A+25.96%
2009N/A+23.05%
2008N/A-38.31%
2007N/A-8.99%
2006N/A+13.12%
2005N/A+2.82%

IGEB vs IWC Drawdown Comparison

The maximum drawdown for IGEB was -21.13%, occurring on Oct 20, 2022. Recovery took 1010 trading sessions.

The maximum drawdown for IWC was -64.60%, occurring on Mar 9, 2009. Recovery took 1440 trading sessions.

The current IGEB drawdown is -1.35%. The current IWC drawdown is -6.00%.

RankIGEBIWC
#1-21.13%
Aug 4, 2021 - Aug 13, 2025
-64.60%
Jun 19, 2007 - Mar 8, 2013
#2-16.51%
Mar 5, 2020 - Jun 8, 2020
-47.20%
Aug 31, 2018 - Nov 23, 2020
#3-5.02%
Dec 31, 2020 - Jul 19, 2021
-41.06%
Mar 12, 2021 - Sep 18, 2025
#4-4.64%
Dec 18, 2017 - Feb 26, 2019
-28.70%
Jun 23, 2015 - Nov 21, 2016
#5-2.88%
Feb 23, 2026 - Mar 27, 2026
-16.66%
Mar 5, 2014 - Mar 18, 2015
#6-2.43%
Sep 4, 2019 - Oct 4, 2019
-15.04%
May 5, 2006 - Dec 27, 2006
#7-2.24%
Aug 6, 2020 - Nov 19, 2020
-12.43%
Jan 22, 2026 - Apr 15, 2026
#8-1.37%
Oct 27, 2025 - Jan 14, 2026
-9.98%
Oct 15, 2025 - Dec 4, 2025
#9-1.36%
Jul 3, 2019 - Aug 1, 2019
-8.81%
Jan 23, 2018 - Mar 9, 2018
#10-1.28%
Oct 4, 2019 - Nov 25, 2019
-8.63%
Feb 22, 2007 - Jun 1, 2007
#11-0.84%
Sep 15, 2025 - Oct 14, 2025
-8.61%
Sep 12, 2005 - Dec 1, 2005
#12-0.79%
Nov 7, 2017 - Dec 5, 2017
-8.24%
Feb 9, 2021 - Mar 10, 2021
#13-0.79%
Sep 6, 2017 - Nov 2, 2017
-8.08%
Jan 22, 2014 - Feb 27, 2014
#14-0.75%
Jan 14, 2026 - Feb 5, 2026
-7.28%
Mar 12, 2018 - May 11, 2018
#15-0.68%
Apr 10, 2019 - Apr 24, 2019
-6.89%
Jul 25, 2017 - Sep 18, 2017

Correlation

Correlation between IGEB and IWC is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74
-101

Dividend Comparison (2005 - 2026)

IGEB vs IWC dividend yield comparison.

YearIGEBIWC
20262.13%0.14%
20254.92%1.10%
20245.09%1.06%
20234.60%1.17%
20223.63%1.18%
20213.84%0.78%
20203.78%0.98%
20195.61%1.19%
20183.59%1.01%
20171.62%1.09%
20160.00%1.16%
20150.00%1.49%
20140.00%1.11%
20130.00%1.01%
20120.00%1.95%
20110.00%1.21%
20100.00%0.82%
20090.00%0.82%
20080.00%1.31%
20070.00%0.79%
20060.00%0.51%
20050.00%0.19%

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