IWC vs CTA
Comparison between ISHARES MICRO-CAP ETF (IWC, ETF) and SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA, ETF).
IWC vs CTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWC
$1.50B
CTA
$1.50B
Expense Ratio
Winner
IWC
0.60%
CTA
0.75%
Max Drawdown
IWC
65.20%
Winner
CTA
22.46%
Sharpe Ratio
Winner
IWC
1.29
CTA
0.10
5Y Beta
IWC
1.20
Winner
CTA
-0.08
P/E Ratio
IWC
-10.33
CTA
N/A
Forward P/E
IWC
9.86
CTA
N/A
5Y Dividends CAGR
IWC
13.56%
CTA
N/A
5Y EPS CAGR
IWC
0.15%
CTA
N/A
Debt to Equity
IWC
54.44%
CTA
N/A
P/S Ratio
IWC
1.13
CTA
N/A
P/B Ratio
IWC
1.70
CTA
N/A
IWC vs CTA - Historical Returns
Returns include dividend reinvestment.
1M
IWC
-2.59%
Winner
CTA
+7.82%
3M
Winner
IWC
+4.45%
CTA
-5.65%
6M
Winner
IWC
+9.11%
CTA
+2.59%
1Y
Winner
IWC
+39.68%
CTA
+4.15%
5Y(CAGR)
IWC
+6.68%
Winner
CTA
+8.40%
10Y(CAGR)
IWC
+11.02%
CTA
N/A
Max(CAGR)
IWC
+7.71%
Winner
CTA
+8.40%
IWC vs CTA - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | IWC | CTA |
|---|---|---|
| 2026 | +18.45% | +6.52% |
| 2025 | +22.31% | +0.56% |
| 2024 | +14.33% | +22.54% |
| 2023 | +9.83% | -2.92% |
| 2022 | -23.36% | +9.54% |
| 2021 | +19.37% | N/A |
| 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 CTA Drawdown Comparison
The maximum drawdown for IWC was -64.60%, occurring on Mar 9, 2009. Recovery took 1440 trading sessions.
The maximum drawdown for CTA was -20.43%, occurring on Jul 2, 2026. This drawdown has not yet recovered.
The current IWC drawdown is -6.54%. The current CTA drawdown is -12.91%.
| Rank | IWC | CTA |
|---|---|---|
| #1 | -64.60% Jun 19, 2007 - Mar 8, 2013 | -20.43% May 4, 2026 - Jul 2, 2026 |
| #2 | -47.20% Aug 31, 2018 - Nov 23, 2020 | -18.09% Oct 14, 2022 - Apr 10, 2024 |
| #3 | -41.06% Mar 12, 2021 - Sep 18, 2025 | -11.23% Feb 19, 2025 - Feb 18, 2026 |
| #4 | -28.70% Jun 23, 2015 - Nov 21, 2016 | -8.34% May 20, 2024 - Nov 21, 2024 |
| #5 | -16.66% Mar 5, 2014 - Mar 18, 2015 | -8.33% Apr 6, 2026 - Apr 28, 2026 |
| #6 | -15.04% May 5, 2006 - Dec 27, 2006 | -6.39% Mar 18, 2026 - Apr 2, 2026 |
| #7 | -12.43% Jan 22, 2026 - Apr 15, 2026 | -5.28% Mar 8, 2022 - Apr 18, 2022 |
| #8 | -9.98% Oct 15, 2025 - Dec 4, 2025 | -4.17% May 12, 2022 - Jun 30, 2022 |
| #9 | -8.81% Jan 23, 2018 - Mar 9, 2018 | -4.00% Sep 26, 2022 - Oct 14, 2022 |
| #10 | -8.63% Feb 22, 2007 - Jun 1, 2007 | -3.69% Jul 25, 2022 - Aug 31, 2022 |
| #11 | -8.61% Sep 12, 2005 - Dec 1, 2005 | -3.03% Nov 22, 2024 - Dec 13, 2024 |
| #12 | -8.24% Feb 9, 2021 - Mar 10, 2021 | -2.97% Sep 1, 2022 - Sep 14, 2022 |
| #13 | -8.08% Jan 22, 2014 - Feb 27, 2014 | -2.63% Dec 18, 2024 - Jan 10, 2025 |
| #14 | -7.28% Mar 12, 2018 - May 11, 2018 | -2.42% Jul 6, 2022 - Jul 14, 2022 |
| #15 | -6.89% Jul 25, 2017 - Sep 18, 2017 | -2.35% Apr 26, 2024 - May 13, 2024 |
Correlation
Correlation between IWC and CTA is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
0.75
-101
Dividend Comparison (2005 - 2026)
IWC vs CTA dividend yield comparison.
| Year | IWC | CTA |
|---|---|---|
| 2026 | 0.41% | 2.95% |
| 2025 | 1.10% | 3.19% |
| 2024 | 1.06% | 4.80% |
| 2023 | 1.17% | 7.78% |
| 2022 | 1.18% | 6.58% |
| 2021 | 0.78% | 0.00% |
| 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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