IWC vs DRSK
Comparison between ISHARES MICRO-CAP ETF (IWC, ETF) and APTUS DEFINED RISK ETF (DRSK, ETF).
5-Year PerformanceIWC has outperformed DRSK, delivering a return of +6.7% compared to +2.1%
IWC vs DRSK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWC
$1.50B
DRSK
$1.50B
Expense Ratio
Winner
IWC
0.60%
DRSK
0.78%
Max Drawdown
IWC
65.20%
Winner
DRSK
28.44%
Sharpe Ratio
Winner
IWC
1.29
DRSK
-0.18
5Y Beta
IWC
1.20
Winner
DRSK
0.22
P/E Ratio
IWC
-10.33
DRSK
N/A
Forward P/E
IWC
9.86
DRSK
N/A
5Y Dividends CAGR
Winner
IWC
13.56%
DRSK
-8.14%
5Y EPS CAGR
IWC
0.15%
DRSK
N/A
Debt to Equity
IWC
54.44%
DRSK
N/A
P/S Ratio
IWC
1.13
DRSK
N/A
P/B Ratio
IWC
1.70
DRSK
N/A
IWC vs DRSK - Holdings Comparison
IWC and DRSK have 1 common holdings. Overlap is -5.59%
IWC's top 25 holdings weight is 10.09%. DRSK's top 25 holdings weight is 106.48%.
| Rank | IWC | DRSK |
|---|---|---|
| #1 | PENGUIN SOLUTIONS INC (PENG) - 0.71% | INVESCO BULLETSHARES 2032 CORP BD ETF (BSCW) - 12.07% |
| #2 | OUSTER INC ORDINARY SHARES CLASS A (OUST) - 0.62% | INVESCO BULLETSHARES 2031 CORP BD ETF (BSCV) - 11.74% |
| #3 | SELLAS LIFE SCIENCES GROUP INC (SLS) - 0.57% | ISHARES IBONDS DEC 2029 TERM CORP ETF (IBDU) - 10.50% |
| #4 | NURIX THERAPEUTICS INC ORDINARY SHARES (NRIX) - 0.53% | ISHARES IBONDS DEC 2031 TERM CORP ETF (IBDW) - 10.35% |
| #5 | INNODATA INC (INOD) - 0.50% | INVESCO BULLETSHARES 2030 CORP BD ETF (BSCU) - 10.28% |
| #6 | BANDWIDTH INC CLASS A (BAND) - 0.45% | INVESCO BULLETSHARES 2033 CORP BD ETF (BSCX) - 9.96% |
| #7 | INTERFACE INC (TILE) - 0.44% | ISHARES IBONDS DEC 2030 TERM CORP ETF (IBDV) - 8.83% |
| #8 | MBX BIOSCIENCES INC (MBX) - 0.43% | ISHARES IBONDS DEC 2032 TERM CORP ETF (IBDX) - 8.37% |
| #9 | VIRIDIAN THERAPEUTICS INC (VRDN) - 0.42% | ISHARES IBONDS DEC 2027 TERM CORP ETF (IBDS) - 4.81% |
| #10 | MONTE ROSA THERAPEUTICS INC (GLUE) - 0.41% | INVESCO BULLETSHARES 2029 CORP BD ETF (BSCT) - 4.41% |
| #11 | LINCOLN EDUCATIONAL SERVICES CORP (LINC) - 0.38% | CALL ON S&P 500 DEC25 (n/a) - 2.17% |
| #12 | TURNING POINT BRANDS INC (TPB) - 0.38% | LLY US 01/16/26 C1000 (n/a) - 1.70% |
| #13 | ELLINGTON FINANCIAL INC (EFC) - 0.38% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.47% |
| #14 | DIME COMMERCIAL BANCSHARES INC (DCOM) - 0.37% | INTC US 06/18/26 C50 (n/a) - 1.30% |
| #15 | UROGEN PHARMA LTD (URGN) - 0.36% | NVDA US 12/26/25 C220 (n/a) - 1.27% |
| #16 | n/a (BFLY) - 0.36% | SNAP US 06/18/26 C13 (n/a) - 1.00% |
| #17 | QCR HOLDINGS INC (QCRH) - 0.36% | OPTION ON S&P 500 PR (n/a) - 0.93% |
| #18 | CONNECTONE BANCORP INC (CNOB) - 0.36% | GTLB US 06/18/26 C75 (n/a) - 0.88% |
| #19 | XERIS BIOPHARMA HOLDINGS INC (XERS) - 0.35% | TSLA US 12/19/25 C500 (n/a) - 0.80% |
| #20 | BANK FIRST CORP (BFC) - 0.35% | AMZN US 12/19/25 C260 (n/a) - 0.78% |
| #21 | INVESCO MORTGAGE CAPITAL INC (IVR) - 0.32% | MARA US 03/20/26 C25 (n/a) - 0.74% |
| #22 | MYERS INDUSTRIES INC (MYE) - 0.26% | CRM US 12/19/25 C280 (n/a) - 0.71% |
| #23 | UNITED FIRE GROUP INC (UFCS) - 0.26% | TMO US 11/21/25 C570 (n/a) - 0.65% |
| #24 | MAZE THERAPEUTICS INC (MAZE) - 0.26% | DASH US 11/21/25 C290 (n/a) - 0.46% |
| #25 | PURSUIT ATTRACTIONS AND HOSPITALITY INC (PRSU) - 0.26% | DEPOSITS WITH BROKER FOR SHORT POSITIONS (n/a) - 0.30% |
| Total Holdings | 1278 | 46 |
IWC vs DRSK - Historical Returns
Returns include dividend reinvestment.
1M
IWC
-2.59%
Winner
DRSK
-2.07%
3M
Winner
IWC
+4.45%
DRSK
-1.12%
6M
Winner
IWC
+9.11%
DRSK
+1.37%
1Y
Winner
IWC
+39.68%
DRSK
+1.70%
5Y(CAGR)
Winner
IWC
+6.68%
DRSK
+2.07%
10Y(CAGR)
IWC
+11.02%
DRSK
N/A
Max(CAGR)
Winner
IWC
+7.71%
DRSK
+5.14%
IWC vs DRSK - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | IWC | DRSK |
|---|---|---|
| 2026 | +18.45% | +0.80% |
| 2025 | +22.31% | +7.47% |
| 2024 | +14.33% | +12.19% |
| 2023 | +9.83% | +1.72% |
| 2022 | -23.36% | -9.66% |
| 2021 | +19.37% | +1.16% |
| 2020 | +21.33% | +13.31% |
| 2019 | +20.16% | +12.59% |
| 2018 | -14.02% | +2.40% |
| 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 DRSK Drawdown Comparison
The maximum drawdown for IWC was -64.60%, occurring on Mar 9, 2009. Recovery took 1440 trading sessions.
The maximum drawdown for DRSK was -19.86%, occurring on Oct 31, 2023. Recovery took 674 trading sessions.
The current IWC drawdown is -6.54%. The current DRSK drawdown is -4.22%.
| Rank | IWC | DRSK |
|---|---|---|
| #1 | -64.60% Jun 19, 2007 - Mar 8, 2013 | -19.86% Nov 5, 2021 - Jul 16, 2024 |
| #2 | -47.20% Aug 31, 2018 - Nov 23, 2020 | -8.21% Mar 5, 2020 - Apr 14, 2020 |
| #3 | -41.06% Mar 12, 2021 - Sep 18, 2025 | -7.20% Oct 28, 2025 - May 8, 2026 |
| #4 | -28.70% Jun 23, 2015 - Nov 21, 2016 | -4.57% Jul 26, 2021 - Nov 5, 2021 |
| #5 | -16.66% Mar 5, 2014 - Mar 18, 2015 | -4.55% Mar 5, 2025 - May 16, 2025 |
| #6 | -15.04% May 5, 2006 - Dec 27, 2006 | -4.51% Sep 2, 2020 - Jul 26, 2021 |
| #7 | -12.43% Jan 22, 2026 - Apr 15, 2026 | -4.22% Jun 1, 2026 - Jul 24, 2026 |
| #8 | -9.98% Oct 15, 2025 - Dec 4, 2025 | -3.80% Dec 16, 2024 - Feb 13, 2025 |
| #9 | -8.81% Jan 23, 2018 - Mar 9, 2018 | -2.86% Sep 27, 2024 - Dec 16, 2024 |
| #10 | -8.63% Feb 22, 2007 - Jun 1, 2007 | -2.66% Sep 3, 2019 - Jan 6, 2020 |
| #11 | -8.61% Sep 12, 2005 - Dec 1, 2005 | -2.28% Jul 3, 2025 - Aug 13, 2025 |
| #12 | -8.24% Feb 9, 2021 - Mar 10, 2021 | -1.99% Jul 16, 2024 - Aug 15, 2024 |
| #13 | -8.08% Jan 22, 2014 - Feb 27, 2014 | -1.91% Apr 16, 2020 - May 6, 2020 |
| #14 | -7.28% Mar 12, 2018 - May 11, 2018 | -1.90% Sep 20, 2018 - Oct 29, 2018 |
| #15 | -6.89% Jul 25, 2017 - Sep 18, 2017 | -1.81% Dec 13, 2018 - Jan 18, 2019 |
Correlation
Correlation between IWC and DRSK is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2005 - 2026)
IWC vs DRSK dividend yield comparison.
| Year | IWC | DRSK |
|---|---|---|
| 2026 | 0.41% | 1.75% |
| 2025 | 1.10% | 3.67% |
| 2024 | 1.06% | 3.31% |
| 2023 | 1.17% | 3.57% |
| 2022 | 1.18% | 1.93% |
| 2021 | 0.78% | 2.64% |
| 2020 | 0.98% | 5.69% |
| 2019 | 1.19% | 3.04% |
| 2018 | 1.01% | 2.62% |
| 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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