IWC vs EXI
Comparison between ISHARES MICRO-CAP ETF (IWC, ETF) and ISHARES GLOBAL INDUSTRIALS ETF (EXI, ETF).
5-Year PerformanceEXI has outperformed IWC, delivering a return of +11.6% compared to +6.1%
IWC vs EXI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWC
$1.20B
EXI
$1.20B
Expense Ratio
IWC
0.60%
Winner
EXI
0.39%
Max Drawdown
IWC
65.20%
Winner
EXI
63.88%
Sharpe Ratio
Winner
IWC
2.19
EXI
1.59
5Y Beta
IWC
1.17
Winner
EXI
0.87
P/E Ratio
IWC
-28.13
EXI
N/A
Forward P/E
IWC
13.61
EXI
N/A
5Y Dividends CAGR
Winner
IWC
11.12%
EXI
11.06%
Debt to Equity
IWC
73.09%
EXI
N/A
P/S Ratio
IWC
1.41
EXI
N/A
P/B Ratio
IWC
1.82
EXI
N/A
IWC vs EXI - Holdings Comparison
IWC and EXI have 1 common holdings. Overlap is -0.06%
IWC's top 25 holdings weight is 17.98%. EXI's top 25 holdings weight is 39.41%.
| Rank | IWC | EXI |
|---|---|---|
| #1 | n/a (PRAX) - 1.57% | CATERPILLAR INC (CAT) - 3.92% |
| #2 | APPLIED DIGITAL CORP (APLD) - 1.34% | GE VERNOVA INC (GEV) - 3.14% |
| #3 | APPLIED OPTOELECTRONICS INC (AAOI) - 1.31% | GE AEROSPACE (GE) - 3.03% |
| #4 | COGENT BIOSCIENCES INC (COGT) - 1.05% | RTX CORP (RTX) - 2.37% |
| #5 | TERAWULF INC (WULF) - 1.04% | SIEMENS AG (n/a) - 2.13% |
| #6 | CIPHER DIGITAL INC (CIFR) - 1.00% | BOEING CO (BA) - 1.85% |
| #7 | n/a (TERN) - 0.98% | SCHNEIDER ELECTRIC SE (n/a) - 1.77% |
| #8 | ENERGY FUELS INC (n/a) - 0.86% | EATON CORP PLC (ETN) - 1.67% |
| #9 | VISTANCE NETWORKS INC (VISN) - 0.80% | UNION PACIFIC CORP (UNP) - 1.62% |
| #10 | CELCUITY INC (CELC) - 0.77% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.61% |
| #11 | NLIGHT INC (LASR) - 0.69% | UBER TECHNOLOGIES INC (UBER) - 1.56% |
| #12 | AXT INC (AXTI) - 0.69% | ABB LTD (n/a) - 1.56% |
| #13 | CENTRUS ENERGY CORP CLASS A (LEU) - 0.68% | HITACHI LTD (n/a) - 1.52% |
| #14 | TUTOR PERINI CORP (TPC) - 0.67% | DEERE & CO (DE) - 1.44% |
| #15 | GPGI INC CLASS A (GPGI) - 0.65% | HONEYWELL INTERNATIONAL INC (HON) - 1.37% |
| #16 | DIANTHUS THERAPEUTICS INC (DNTH) - 0.59% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.30% |
| #17 | ERASCA INC (ERAS) - 0.56% | MITSUBISHI CORP (n/a) - 1.27% |
| #18 | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 0.48% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.26% |
| #19 | BEL FUSE INC CLASS B (BELFB) - 0.46% | PARKER HANNIFIN CORP (PH) - 1.25% |
| #20 | DAVE INC ORDINARY SHARES CLASS A (DAVE) - 0.46% | AIRBUS SE (n/a) - 1.22% |
| #21 | CAPRICOR THERAPEUTICS INC (CAPR) - 0.27% | ATLAS COPCO AB CLASS A (n/a) - 0.52% |
| #22 | DIME COMMUNITY BANCSHARES INC (DCOM) - 0.27% | DSV AS (n/a) - 0.52% |
| #23 | MAZE THERAPEUTICS INC (MAZE) - 0.27% | DEUTSCHE POST AG (n/a) - 0.52% |
| #24 | ORCHID ISLAND CAPITAL INC (ORC) - 0.26% | W.W. GRAINGER INC (GWW) - 0.51% |
| #25 | AMYLYX PHARMACEUTICALS INC (AMLX) - 0.26% | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 0.48% |
| Total Holdings | 1272 | 201 |
IWC vs EXI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWC
+10.28%
EXI
+2.18%
3M
Winner
IWC
+8.67%
EXI
+0.15%
6M
Winner
IWC
+25.15%
EXI
+14.84%
1Y
Winner
IWC
+64.30%
EXI
+30.58%
5Y(CAGR)
IWC
+6.11%
Winner
EXI
+11.58%
10Y(CAGR)
IWC
+11.70%
Winner
EXI
+12.78%
Max(CAGR)
IWC
+7.74%
Winner
EXI
+8.97%
IWC vs EXI - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | IWC | EXI |
|---|---|---|
| 2026 | +17.18% | +10.95% |
| 2025 | +22.31% | +26.22% |
| 2024 | +14.33% | +13.67% |
| 2023 | +9.83% | +21.52% |
| 2022 | -23.36% | -11.93% |
| 2021 | +19.37% | +18.66% |
| 2020 | +21.33% | +9.57% |
| 2019 | +20.16% | +27.12% |
| 2018 | -14.02% | -14.89% |
| 2017 | +12.24% | +24.33% |
| 2016 | +23.81% | +15.35% |
| 2015 | -4.75% | -2.23% |
| 2014 | +4.30% | +2.34% |
| 2013 | +40.53% | +29.01% |
| 2012 | +17.20% | +13.62% |
| 2011 | -11.41% | -9.52% |
| 2010 | +25.96% | +20.35% |
| 2009 | +23.05% | +22.59% |
| 2008 | -38.31% | -41.19% |
| 2007 | -8.99% | +13.65% |
| 2006 | +13.12% | +8.67% |
| 2005 | +2.82% | N/A |
IWC vs EXI Drawdown Comparison
The maximum drawdown for IWC was -64.60%, occurring on Mar 9, 2009. Recovery took 1440 trading sessions.
The maximum drawdown for EXI was -62.59%, occurring on Mar 9, 2009. Recovery took 1400 trading sessions.
The current IWC drawdown is -1.49%. The current EXI drawdown is -1.76%.
| Rank | IWC | EXI |
|---|---|---|
| #1 | -64.60% Jun 19, 2007 - Mar 8, 2013 | -62.59% Oct 11, 2007 - May 6, 2013 |
| #2 | -47.20% Aug 31, 2018 - Nov 23, 2020 | -39.56% Feb 12, 2020 - Nov 9, 2020 |
| #3 | -41.06% Mar 12, 2021 - Sep 18, 2025 | -27.22% Jan 4, 2022 - Jul 13, 2023 |
| #4 | -28.70% Jun 23, 2015 - Nov 21, 2016 | -23.83% Jan 26, 2018 - Nov 4, 2019 |
| #5 | -16.66% Mar 5, 2014 - Mar 18, 2015 | -16.53% May 21, 2015 - Jul 20, 2016 |
| #6 | -15.04% May 5, 2006 - Dec 27, 2006 | -14.38% Dec 4, 2024 - May 2, 2025 |
| #7 | -12.43% Jan 22, 2026 - Apr 15, 2026 | -13.64% Jul 28, 2023 - Dec 13, 2023 |
| #8 | -9.98% Oct 15, 2025 - Dec 4, 2025 | -12.35% Feb 27, 2026 - May 6, 2026 |
| #9 | -8.81% Jan 23, 2018 - Mar 9, 2018 | -12.19% Jun 9, 2014 - Feb 20, 2015 |
| #10 | -8.63% Feb 22, 2007 - Jun 1, 2007 | -11.88% Jul 19, 2007 - Oct 5, 2007 |
| #11 | -8.61% Sep 12, 2005 - Dec 1, 2005 | -7.56% May 21, 2013 - Jul 19, 2013 |
| #12 | -8.24% Feb 9, 2021 - Mar 10, 2021 | -7.43% Jul 16, 2024 - Aug 23, 2024 |
| #13 | -8.08% Jan 22, 2014 - Feb 27, 2014 | -7.11% Feb 20, 2007 - Apr 10, 2007 |
| #14 | -7.28% Mar 12, 2018 - May 11, 2018 | -7.04% Nov 8, 2021 - Jan 4, 2022 |
| #15 | -6.89% Jul 25, 2017 - Sep 18, 2017 | -7.02% Dec 31, 2013 - Mar 6, 2014 |
Correlation
Correlation between IWC and EXI is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2005 - 2026)
IWC vs EXI dividend yield comparison.
| Year | IWC | EXI |
|---|---|---|
| 2026 | 0.13% | 0.00% |
| 2025 | 1.10% | 1.32% |
| 2024 | 1.06% | 1.47% |
| 2023 | 1.17% | 1.84% |
| 2022 | 1.18% | 1.63% |
| 2021 | 0.78% | 1.42% |
| 2020 | 0.98% | 1.26% |
| 2019 | 1.19% | 1.72% |
| 2018 | 1.01% | 2.21% |
| 2017 | 1.09% | 1.48% |
| 2016 | 1.16% | 1.75% |
| 2015 | 1.49% | 1.95% |
| 2014 | 1.11% | 1.93% |
| 2013 | 1.01% | 1.51% |
| 2012 | 1.95% | 2.29% |
| 2011 | 1.21% | 2.37% |
| 2010 | 0.82% | 1.48% |
| 2009 | 0.82% | 1.77% |
| 2008 | 1.31% | 3.62% |
| 2007 | 0.79% | 0.61% |
| 2006 | 0.51% | 0.52% |
| 2005 | 0.19% | 0.00% |
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