IWC vs AVES
Comparison between ISHARES MICRO-CAP ETF (IWC, ETF) and AVANTIS EMERGING MARKETS VALUE ETF (AVES, ETF).
5-Year PerformanceAVES has outperformed IWC, delivering a return of +9.1% compared to +4.8%
IWC vs AVES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWC
$1.40B
AVES
$1.40B
Expense Ratio
IWC
0.60%
Winner
AVES
0.36%
Max Drawdown
IWC
65.20%
Winner
AVES
28.22%
Sharpe Ratio
Winner
IWC
1.65
AVES
1.29
5Y Beta
IWC
1.19
Winner
AVES
0.69
P/E Ratio
IWC
-35.02
AVES
N/A
Forward P/E
IWC
13.60
AVES
N/A
5Y Dividends CAGR
IWC
11.12%
AVES
N/A
5Y EPS CAGR
IWC
5.26%
AVES
N/A
Debt to Equity
IWC
-18.24%
AVES
N/A
P/S Ratio
IWC
1.61
AVES
N/A
P/B Ratio
IWC
2.25
AVES
N/A
IWC vs AVES - Holdings Comparison
IWC and AVES have 1 common holdings. Overlap is 0.00%
IWC's top 25 holdings weight is 21.60%. AVES's top 25 holdings weight is 20.43%.
| Rank | IWC | AVES |
|---|---|---|
| #1 | APPLIED OPTOELECTRONICS INC (AAOI) - 2.18% | ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 1.34% |
| #2 | APPLIED DIGITAL CORP (APLD) - 1.98% | HYUNDAI MOTOR CO (n/a) - 1.23% |
| #3 | n/a (PRAX) - 1.61% | VALE SA ADR (VALE) - 1.08% |
| #4 | AXT INC (AXTI) - 1.54% | LG ELECTRONICS INC (n/a) - 1.02% |
| #5 | TERAWULF INC (WULF) - 1.43% | HANA FINANCIAL GROUP INC (n/a) - 1.01% |
| #6 | CIPHER DIGITAL INC (CIFR) - 1.29% | KIA CORP (n/a) - 1.00% |
| #7 | NAVITAS SEMICONDUCTOR CORP CLASS A (NVTS) - 1.08% | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.90% |
| #8 | CELCUITY INC (CELC) - 0.88% | INNOLUX CORP (n/a) - 0.90% |
| #9 | COGENT BIOSCIENCES INC (COGT) - 0.85% | FUBON FINANCIAL HOLDINGS CO LTD (n/a) - 0.78% |
| #10 | ENERGY FUELS INC (n/a) - 0.77% | SHINHAN FINANCIAL GROUP CO LTD ADR (SHG) - 0.77% |
| #11 | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 0.72% | SK TELECOM CO LTD ADR (SKM) - 0.76% |
| #12 | NLIGHT INC (LASR) - 0.68% | KB FINANCIAL GROUP INC ADR (KB) - 0.75% |
| #13 | TUTOR PERINI CORP (TPC) - 0.59% | INDIAN RUPEE (n/a) - 0.75% |
| #14 | BEL FUSE INC CLASS B (BELFB) - 0.58% | n/a (n/a) - 0.75% |
| #15 | DIANTHUS THERAPEUTICS INC (DNTH) - 0.56% | GOLD CIRCUIT ELECTRONICS LTD (n/a) - 0.74% |
| #16 | CENTRUS ENERGY CORP CLASS A (LEU) - 0.55% | n/a (n/a) - 0.72% |
| #17 | INNODATA INC (INOD) - 0.53% | ZHEN DING TECHNOLOGY HOLDING LTD (n/a) - 0.72% |
| #18 | ORUKA THERAPEUTICS INC (ORKA) - 0.51% | n/a (n/a) - 0.71% |
| #19 | PENGUIN SOLUTIONS INC (PENG) - 0.50% | WOORI FINANCIAL GROUP INC (n/a) - 0.71% |
| #20 | AEHR TEST SYSTEMS (AEHR) - 0.50% | CHINA HONGQIAO GROUP LTD (n/a) - 0.69% |
| #21 | VISTANCE NETWORKS INC (VISN) - 0.49% | CATHAY FINANCIAL HOLDING CO LTD (n/a) - 0.65% |
| #22 | ASTRONICS CORP (ATRO) - 0.46% | n/a (n/a) - 0.63% |
| #23 | DIGI INTERNATIONAL INC (DGII) - 0.45% | LG INNOTEK CO LTD (n/a) - 0.61% |
| #24 | CECO ENVIRONMENTAL CORP (CECO) - 0.44% | n/a (n/a) - 0.61% |
| #25 | AMERICAN SUPERCONDUCTOR CORP (AMSC) - 0.43% | ANTA SPORTS PRODUCTS LTD (n/a) - 0.60% |
| Total Holdings | 1249 | 1741 |
IWC vs AVES - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWC
-2.49%
AVES
-2.70%
3M
Winner
IWC
+9.62%
AVES
+5.89%
6M
Winner
IWC
+13.85%
AVES
+12.37%
1Y
Winner
IWC
+50.22%
AVES
+28.50%
5Y(CAGR)
IWC
+4.77%
Winner
AVES
+9.05%
10Y(CAGR)
IWC
+10.86%
AVES
N/A
Max(CAGR)
IWC
+7.58%
Winner
AVES
+9.05%
IWC vs AVES - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | IWC | AVES |
|---|---|---|
| 2026 | +14.44% | +9.06% |
| 2025 | +22.31% | +30.47% |
| 2024 | +14.33% | +5.94% |
| 2023 | +9.83% | +16.19% |
| 2022 | -23.36% | -16.49% |
| 2021 | +19.37% | +1.32% |
| 2020 | +21.33% | N/A |
| 2019 | +20.16% | N/A |
| 2018 | -14.02% | N/A |
| 2017 | +12.24% | N/A |
| 2016 | +23.81% | N/A |
| 2015 | -4.75% | N/A |
| 2014 | +4.30% | N/A |
| 2013 | +40.53% | N/A |
| 2012 | +17.20% | N/A |
| 2011 | -11.41% | N/A |
| 2010 | +25.96% | N/A |
| 2009 | +23.05% | N/A |
| 2008 | -38.31% | N/A |
| 2007 | -8.99% | N/A |
| 2006 | +13.12% | N/A |
| 2005 | +2.82% | N/A |
IWC vs AVES Drawdown Comparison
The maximum drawdown for IWC was -64.60%, occurring on Mar 9, 2009. Recovery took 1440 trading sessions.
The maximum drawdown for AVES was -27.41%, occurring on Oct 24, 2022. Recovery took 560 trading sessions.
The current IWC drawdown is -6.00%. The current AVES drawdown is -6.52%.
| Rank | IWC | AVES |
|---|---|---|
| #1 | -64.60% Jun 19, 2007 - Mar 8, 2013 | -27.41% Jan 12, 2022 - Apr 8, 2024 |
| #2 | -47.20% Aug 31, 2018 - Nov 23, 2020 | -18.49% Oct 2, 2024 - Jun 4, 2025 |
| #3 | -41.06% Mar 12, 2021 - Sep 18, 2025 | -12.90% Feb 25, 2026 - May 6, 2026 |
| #4 | -28.70% Jun 23, 2015 - Nov 21, 2016 | -8.51% Jul 12, 2024 - Sep 24, 2024 |
| #5 | -16.66% Mar 5, 2014 - Mar 18, 2015 | -6.52% Jun 1, 2026 - Jun 5, 2026 |
| #6 | -15.04% May 5, 2006 - Dec 27, 2006 | -5.43% Oct 25, 2021 - Jan 11, 2022 |
| #7 | -12.43% Jan 22, 2026 - Apr 15, 2026 | -5.24% May 8, 2026 - May 26, 2026 |
| #8 | -9.98% Oct 15, 2025 - Dec 4, 2025 | -4.76% Apr 9, 2024 - May 2, 2024 |
| #9 | -8.81% Jan 23, 2018 - Mar 9, 2018 | -4.68% May 17, 2024 - Jul 11, 2024 |
| #10 | -8.63% Feb 22, 2007 - Jun 1, 2007 | -4.55% Sep 17, 2025 - Oct 23, 2025 |
| #11 | -8.61% Sep 12, 2005 - Dec 1, 2005 | -3.87% Nov 12, 2025 - Dec 22, 2025 |
| #12 | -8.24% Feb 9, 2021 - Mar 10, 2021 | -3.72% Jul 23, 2025 - Aug 13, 2025 |
| #13 | -8.08% Jan 22, 2014 - Feb 27, 2014 | -2.63% Jun 12, 2025 - Jun 24, 2025 |
| #14 | -7.28% Mar 12, 2018 - May 11, 2018 | -2.40% Jan 28, 2026 - Feb 9, 2026 |
| #15 | -6.89% Jul 25, 2017 - Sep 18, 2017 | -2.21% Oct 27, 2025 - Nov 10, 2025 |
Correlation
Correlation between IWC and AVES is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2005 - 2026)
IWC vs AVES dividend yield comparison.
| Year | IWC | AVES |
|---|---|---|
| 2026 | 0.14% | 0.10% |
| 2025 | 1.10% | 3.17% |
| 2024 | 1.06% | 4.09% |
| 2023 | 1.17% | 3.96% |
| 2022 | 1.18% | 3.70% |
| 2021 | 0.78% | 0.62% |
| 2020 | 0.98% | 0.00% |
| 2019 | 1.19% | 0.00% |
| 2018 | 1.01% | 0.00% |
| 2017 | 1.09% | 0.00% |
| 2016 | 1.16% | 0.00% |
| 2015 | 1.49% | 0.00% |
| 2014 | 1.11% | 0.00% |
| 2013 | 1.01% | 0.00% |
| 2012 | 1.95% | 0.00% |
| 2011 | 1.21% | 0.00% |
| 2010 | 0.82% | 0.00% |
| 2009 | 0.82% | 0.00% |
| 2008 | 1.31% | 0.00% |
| 2007 | 0.79% | 0.00% |
| 2006 | 0.51% | 0.00% |
| 2005 | 0.19% | 0.00% |
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