IWC vs EQTY
Comparison between ISHARES MICRO-CAP ETF (IWC, ETF) and KOVITZ CORE EQUITY ETF (EQTY, ETF).
IWC vs EQTY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWC
$1.40B
EQTY
$1.40B
Expense Ratio
Winner
IWC
0.60%
EQTY
0.99%
Max Drawdown
IWC
65.20%
Winner
EQTY
17.28%
Sharpe Ratio
Winner
IWC
1.69
EQTY
0.79
5Y Beta
IWC
1.19
Winner
EQTY
0.85
P/E Ratio
Winner
IWC
-27.24
EQTY
27.74
Forward P/E
Winner
IWC
13.52
EQTY
20.03
PEG Ratio
IWC
N/A
EQTY
0.85
5Y Dividends CAGR
IWC
11.12%
EQTY
N/A
5Y EPS CAGR
IWC
5.16%
Winner
EQTY
14.33%
Debt to Equity
Winner
IWC
-17.52%
EQTY
58.30%
P/S Ratio
Winner
IWC
1.54
EQTY
3.28
P/B Ratio
Winner
IWC
2.23
EQTY
4.21
IWC vs EQTY - Holdings Comparison
IWC and EQTY have 1 common holdings. Overlap is 0.00%
IWC's top 25 holdings weight is 21.60%. EQTY's top 25 holdings weight is 79.28%.
| Rank | IWC | EQTY |
|---|---|---|
| #1 | APPLIED OPTOELECTRONICS INC (AAOI) - 2.18% | MICROSOFT CORP (MSFT) - 4.64% |
| #2 | APPLIED DIGITAL CORP (APLD) - 1.98% | ALPHABET INC CLASS C (GOOG) - 4.60% |
| #3 | n/a (PRAX) - 1.61% | INTERCONTINENTAL EXCHANGE INC (ICE) - 4.25% |
| #4 | AXT INC (AXTI) - 1.54% | CHARLES SCHWAB CORP (SCHW) - 4.24% |
| #5 | TERAWULF INC (WULF) - 1.43% | VISA INC CLASS A (V) - 4.24% |
| #6 | CIPHER DIGITAL INC (CIFR) - 1.29% | AON PLC CLASS A (AON) - 3.95% |
| #7 | NAVITAS SEMICONDUCTOR CORP CLASS A (NVTS) - 1.08% | WATERS CORP (WAT) - 3.94% |
| #8 | CELCUITY INC (CELC) - 0.88% | PHILIP MORRIS INTERNATIONAL INC (PM) - 3.93% |
| #9 | COGENT BIOSCIENCES INC (COGT) - 0.85% | AMAZON.COM INC (AMZN) - 3.54% |
| #10 | ENERGY FUELS INC (n/a) - 0.77% | SUNBELT RENTALS HOLDINGS INC (SUNB) - 3.47% |
| #11 | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 0.72% | MOTOROLA SOLUTIONS INC (MSI) - 3.02% |
| #12 | NLIGHT INC (LASR) - 0.68% | BECTON DICKINSON & CO (BDX) - 2.99% |
| #13 | TUTOR PERINI CORP (TPC) - 0.59% | ALCON INC (ALC) - 2.98% |
| #14 | BEL FUSE INC CLASS B (BELFB) - 0.58% | META PLATFORMS INC CLASS A (META) - 2.94% |
| #15 | DIANTHUS THERAPEUTICS INC (DNTH) - 0.56% | JACOBS SOLUTIONS INC (J) - 2.82% |
| #16 | CENTRUS ENERGY CORP CLASS A (LEU) - 0.55% | THERMO FISHER SCIENTIFIC INC (TMO) - 2.70% |
| #17 | INNODATA INC (INOD) - 0.53% | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.65% |
| #18 | ORUKA THERAPEUTICS INC (ORKA) - 0.51% | SALESFORCE INC (CRM) - 2.53% |
| #19 | PENGUIN SOLUTIONS INC (PENG) - 0.50% | KEYSIGHT TECHNOLOGIES INC (KEYS) - 2.43% |
| #20 | AEHR TEST SYSTEMS (AEHR) - 0.50% | APPLIED MATERIALS INC (AMAT) - 2.38% |
| #21 | VISTANCE NETWORKS INC (VISN) - 0.49% | S&P GLOBAL INC (SPGI) - 2.34% |
| #22 | ASTRONICS CORP (ATRO) - 0.46% | COPART INC (CPRT) - 2.26% |
| #23 | DIGI INTERNATIONAL INC (DGII) - 0.45% | UNIVERSAL MUSIC GROUP NV ADR (UNVGY) - 2.25% |
| #24 | CECO ENVIRONMENTAL CORP (CECO) - 0.44% | ANALOG DEVICES INC (ADI) - 2.12% |
| #25 | AMERICAN SUPERCONDUCTOR CORP (AMSC) - 0.43% | PACCAR INC (PCAR) - 2.07% |
| Total Holdings | 1249 | 52 |
IWC vs EQTY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWC
+2.18%
EQTY
+1.62%
3M
Winner
IWC
+17.15%
EQTY
+6.56%
6M
Winner
IWC
+16.17%
EQTY
+2.95%
1Y
Winner
IWC
+52.59%
EQTY
+13.25%
5Y(CAGR)
IWC
+5.26%
EQTY
N/A
10Y(CAGR)
IWC
+11.56%
EQTY
N/A
Max(CAGR)
IWC
+7.80%
Winner
EQTY
+16.56%
IWC vs EQTY - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | IWC | EQTY |
|---|---|---|
| 2026 | +19.45% | +2.85% |
| 2025 | +22.31% | +13.71% |
| 2024 | +14.33% | +20.68% |
| 2023 | +9.83% | +26.48% |
| 2022 | -23.36% | -3.83% |
| 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 EQTY Drawdown Comparison
The maximum drawdown for IWC was -64.60%, occurring on Mar 9, 2009. Recovery took 1440 trading sessions.
The maximum drawdown for EQTY was -17.28%, occurring on Apr 8, 2025. Recovery took 100 trading sessions.
The current IWC drawdown is -1.89%. The current EQTY drawdown is -1.40%.
| Rank | IWC | EQTY |
|---|---|---|
| #1 | -64.60% Jun 19, 2007 - Mar 8, 2013 | -17.28% Feb 6, 2025 - Jul 2, 2025 |
| #2 | -47.20% Aug 31, 2018 - Nov 23, 2020 | -11.85% Jan 28, 2026 - Mar 27, 2026 |
| #3 | -41.06% Mar 12, 2021 - Sep 18, 2025 | -11.46% Aug 1, 2023 - Dec 13, 2023 |
| #4 | -28.70% Jun 23, 2015 - Nov 21, 2016 | -9.60% Feb 2, 2023 - Jun 12, 2023 |
| #5 | -16.66% Mar 5, 2014 - Mar 18, 2015 | -6.79% Jul 16, 2024 - Aug 21, 2024 |
| #6 | -15.04% May 5, 2006 - Dec 27, 2006 | -6.75% Dec 13, 2022 - Jan 11, 2023 |
| #7 | -12.43% Jan 22, 2026 - Apr 15, 2026 | -6.35% Oct 27, 2025 - Dec 5, 2025 |
| #8 | -9.98% Oct 15, 2025 - Dec 4, 2025 | -5.10% Mar 28, 2024 - Jul 10, 2024 |
| #9 | -8.81% Jan 23, 2018 - Mar 9, 2018 | -4.35% Dec 11, 2024 - Jan 21, 2025 |
| #10 | -8.63% Feb 22, 2007 - Jun 1, 2007 | -3.92% Aug 30, 2024 - Sep 19, 2024 |
| #11 | -8.61% Sep 12, 2005 - Dec 1, 2005 | -2.93% Jul 25, 2025 - Aug 12, 2025 |
| #12 | -8.24% Feb 9, 2021 - Mar 10, 2021 | -2.90% Nov 11, 2024 - Nov 26, 2024 |
| #13 | -8.08% Jan 22, 2014 - Feb 27, 2014 | -2.88% Sep 11, 2025 - Oct 8, 2025 |
| #14 | -7.28% Mar 12, 2018 - May 11, 2018 | -2.86% Oct 8, 2025 - Oct 20, 2025 |
| #15 | -6.89% Jul 25, 2017 - Sep 18, 2017 | -2.58% Jan 12, 2023 - Jan 23, 2023 |
Correlation
Correlation between IWC and EQTY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2005 - 2026)
IWC vs EQTY dividend yield comparison.
| Year | IWC | EQTY |
|---|---|---|
| 2026 | 0.13% | 0.00% |
| 2025 | 1.10% | 0.02% |
| 2024 | 1.06% | 0.33% |
| 2023 | 1.17% | 0.26% |
| 2022 | 1.18% | 0.08% |
| 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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