IWC vs DIVB
Comparison between ISHARES MICRO-CAP ETF (IWC, ETF) and ISHARES CORE DIVIDEND ETF (DIVB, ETF).
5-Year PerformanceDIVB has outperformed IWC, delivering a return of +11.9% compared to +4.8%
IWC vs DIVB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWC
$1.40B
DIVB
$1.40B
Expense Ratio
IWC
0.60%
Winner
DIVB
0.05%
Max Drawdown
IWC
65.20%
Winner
DIVB
36.93%
Sharpe Ratio
IWC
1.65
Winner
DIVB
1.93
5Y Beta
IWC
1.19
Winner
DIVB
0.68
P/E Ratio
Winner
IWC
-35.02
DIVB
19.51
Forward P/E
Winner
IWC
13.60
DIVB
15.46
PEG Ratio
IWC
N/A
DIVB
0.21
5Y Dividends CAGR
IWC
11.12%
Winner
DIVB
19.25%
5Y EPS CAGR
IWC
5.26%
Winner
DIVB
7.24%
Debt to Equity
Winner
IWC
-18.24%
DIVB
24.37%
P/S Ratio
Winner
IWC
1.61
DIVB
1.88
P/B Ratio
Winner
IWC
2.25
DIVB
3.00
IWC vs DIVB - Holdings Comparison
IWC and DIVB have 1 common holdings. Overlap is 0.00%
IWC's top 25 holdings weight is 21.60%. DIVB's top 25 holdings weight is 50.57%.
| Rank | IWC | DIVB |
|---|---|---|
| #1 | APPLIED OPTOELECTRONICS INC (AAOI) - 2.18% | CISCO SYSTEMS INC (CSCO) - 6.34% |
| #2 | APPLIED DIGITAL CORP (APLD) - 1.98% | QUALCOMM INC (QCOM) - 5.63% |
| #3 | n/a (PRAX) - 1.61% | EXXON MOBIL CORP (XOM) - 3.85% |
| #4 | AXT INC (AXTI) - 1.54% | JPMORGAN CHASE & CO (JPM) - 3.18% |
| #5 | TERAWULF INC (WULF) - 1.43% | TEXAS INSTRUMENTS INC (TXN) - 2.78% |
| #6 | CIPHER DIGITAL INC (CIFR) - 1.29% | n/a (DELL) - 2.73% |
| #7 | NAVITAS SEMICONDUCTOR CORP CLASS A (NVTS) - 1.08% | ACCENTURE PLC CLASS A (ACN) - 2.00% |
| #8 | CELCUITY INC (CELC) - 0.88% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.95% |
| #9 | COGENT BIOSCIENCES INC (COGT) - 0.85% | UNITEDHEALTH GROUP INC (UNH) - 1.91% |
| #10 | ENERGY FUELS INC (n/a) - 0.77% | BANK OF AMERICA CORP (BAC) - 1.76% |
| #11 | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 0.72% | WELLS FARGO & CO (WFC) - 1.74% |
| #12 | NLIGHT INC (LASR) - 0.68% | PROCTER & GAMBLE CO (PG) - 1.53% |
| #13 | TUTOR PERINI CORP (TPC) - 0.59% | VERIZON COMMUNICATIONS INC (VZ) - 1.52% |
| #14 | BEL FUSE INC CLASS B (BELFB) - 0.58% | JOHNSON & JOHNSON (JNJ) - 1.40% |
| #15 | DIANTHUS THERAPEUTICS INC (DNTH) - 0.56% | ANALOG DEVICES INC (ADI) - 1.32% |
| #16 | CENTRUS ENERGY CORP CLASS A (LEU) - 0.55% | AT&T INC (T) - 1.27% |
| #17 | INNODATA INC (INOD) - 0.53% | THE GOLDMAN SACHS GROUP INC (GS) - 1.25% |
| #18 | ORUKA THERAPEUTICS INC (ORKA) - 0.51% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.23% |
| #19 | PENGUIN SOLUTIONS INC (PENG) - 0.50% | ABBVIE INC (ABBV) - 1.08% |
| #20 | AEHR TEST SYSTEMS (AEHR) - 0.50% | CITIGROUP INC (C) - 1.06% |
| #21 | VISTANCE NETWORKS INC (VISN) - 0.49% | MERCK & CO INC (MRK) - 1.03% |
| #22 | ASTRONICS CORP (ATRO) - 0.46% | ALTRIA GROUP INC (MO) - 1.03% |
| #23 | DIGI INTERNATIONAL INC (DGII) - 0.45% | n/a (FIS) - 1.01% |
| #24 | CECO ENVIRONMENTAL CORP (CECO) - 0.44% | CATERPILLAR INC (CAT) - 0.99% |
| #25 | AMERICAN SUPERCONDUCTOR CORP (AMSC) - 0.43% | CONOCOPHILLIPS (COP) - 0.98% |
| Total Holdings | 1249 | 405 |
IWC vs DIVB - Historical Returns
Returns include dividend reinvestment.
1M
IWC
-2.49%
Winner
DIVB
+6.22%
3M
IWC
+9.62%
Winner
DIVB
+11.35%
6M
IWC
+13.85%
Winner
DIVB
+16.14%
1Y
Winner
IWC
+50.22%
DIVB
+28.82%
5Y(CAGR)
IWC
+4.77%
Winner
DIVB
+11.93%
10Y(CAGR)
IWC
+10.86%
Winner
DIVB
+13.75%
Max(CAGR)
IWC
+7.58%
Winner
DIVB
+13.75%
IWC vs DIVB - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | IWC | DIVB |
|---|---|---|
| 2026 | +14.44% | +15.34% |
| 2025 | +22.31% | +15.36% |
| 2024 | +14.33% | +18.23% |
| 2023 | +9.83% | +13.14% |
| 2022 | -23.36% | -11.09% |
| 2021 | +19.37% | +33.10% |
| 2020 | +21.33% | +9.91% |
| 2019 | +20.16% | +31.71% |
| 2018 | -14.02% | -7.68% |
| 2017 | +12.24% | +5.95% |
| 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 DIVB Drawdown Comparison
The maximum drawdown for IWC was -64.60%, occurring on Mar 9, 2009. Recovery took 1440 trading sessions.
The maximum drawdown for DIVB was -36.93%, occurring on Mar 23, 2020. Recovery took 191 trading sessions.
The current IWC drawdown is -6.00%. The current DIVB drawdown is -2.07%.
| Rank | IWC | DIVB |
|---|---|---|
| #1 | -64.60% Jun 19, 2007 - Mar 8, 2013 | -36.93% Feb 14, 2020 - Nov 16, 2020 |
| #2 | -47.20% Aug 31, 2018 - Nov 23, 2020 | -21.07% Jan 12, 2022 - Dec 26, 2023 |
| #3 | -41.06% Mar 12, 2021 - Sep 18, 2025 | -19.20% Sep 21, 2018 - Apr 16, 2019 |
| #4 | -28.70% Jun 23, 2015 - Nov 21, 2016 | -15.45% Feb 19, 2025 - Jun 27, 2025 |
| #5 | -16.66% Mar 5, 2014 - Mar 18, 2015 | -10.68% Jan 26, 2018 - Aug 29, 2018 |
| #6 | -15.04% May 5, 2006 - Dec 27, 2006 | -7.43% Apr 29, 2019 - Jul 1, 2019 |
| #7 | -12.43% Jan 22, 2026 - Apr 15, 2026 | -7.38% Nov 26, 2024 - Feb 19, 2025 |
| #8 | -9.98% Oct 15, 2025 - Dec 4, 2025 | -7.12% Jul 29, 2019 - Oct 21, 2019 |
| #9 | -8.81% Jan 23, 2018 - Mar 9, 2018 | -6.83% Feb 11, 2026 - Apr 30, 2026 |
| #10 | -8.63% Feb 22, 2007 - Jun 1, 2007 | -5.35% Mar 28, 2024 - May 15, 2024 |
| #11 | -8.61% Sep 12, 2005 - Dec 1, 2005 | -5.14% Jul 31, 2024 - Aug 19, 2024 |
| #12 | -8.24% Feb 9, 2021 - Mar 10, 2021 | -4.40% Nov 16, 2021 - Dec 10, 2021 |
| #13 | -8.08% Jan 22, 2014 - Feb 27, 2014 | -4.36% Jan 17, 2020 - Feb 11, 2020 |
| #14 | -7.28% Mar 12, 2018 - May 11, 2018 | -4.24% Oct 27, 2025 - Dec 3, 2025 |
| #15 | -6.89% Jul 25, 2017 - Sep 18, 2017 | -4.17% Aug 30, 2021 - Oct 19, 2021 |
Correlation
Correlation between IWC and DIVB is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2005 - 2026)
IWC vs DIVB dividend yield comparison.
| Year | IWC | DIVB |
|---|---|---|
| 2026 | 0.14% | 0.55% |
| 2025 | 1.10% | 2.50% |
| 2024 | 1.06% | 2.61% |
| 2023 | 1.17% | 3.18% |
| 2022 | 1.18% | 2.02% |
| 2021 | 0.78% | 1.63% |
| 2020 | 0.98% | 2.08% |
| 2019 | 1.19% | 2.07% |
| 2018 | 1.01% | 2.52% |
| 2017 | 1.09% | 0.37% |
| 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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