IWC vs IAI
Comparison between ISHARES MICRO-CAP ETF (IWC, ETF) and ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF (IAI, ETF).
5-Year PerformanceIAI has outperformed IWC, delivering a return of +14.3% compared to +7.5%
IWC vs IAI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWC
$1.40B
IAI
$1.40B
Expense Ratio
IWC
0.60%
Winner
IAI
0.37%
Max Drawdown
Winner
IWC
65.20%
IAI
75.80%
Sharpe Ratio
Winner
IWC
1.52
IAI
0.59
5Y Beta
IWC
1.18
Winner
IAI
1.08
P/E Ratio
Winner
IWC
-16.58
IAI
20.68
Forward P/E
Winner
IWC
10.94
IAI
19.44
PEG Ratio
IWC
N/A
IAI
0.48
5Y Dividends CAGR
Winner
IWC
13.56%
IAI
12.58%
5Y EPS CAGR
IWC
-2.65%
Winner
IAI
12.42%
Debt to Equity
Winner
IWC
23.36%
IAI
75.34%
P/S Ratio
Winner
IWC
1.14
IAI
3.16
P/B Ratio
Winner
IWC
1.70
IAI
3.75
IWC vs IAI - Holdings Comparison
IWC and IAI have 1 common holdings. Overlap is 0.00%
IWC's top 25 holdings weight is 10.42%. IAI's top 25 holdings weight is 97.15%.
| Rank | IWC | IAI |
|---|---|---|
| #1 | PENGUIN SOLUTIONS INC (PENG) - 0.66% | THE GOLDMAN SACHS GROUP INC (GS) - 19.49% |
| #2 | OUSTER INC ORDINARY SHARES CLASS A (OUST) - 0.65% | MORGAN STANLEY (MS) - 16.56% |
| #3 | NURIX THERAPEUTICS INC ORDINARY SHARES (NRIX) - 0.57% | CHARLES SCHWAB CORP (SCHW) - 9.60% |
| #4 | CAREDX INC (CDNA) - 0.55% | INTERCONTINENTAL EXCHANGE INC (ICE) - 4.69% |
| #5 | INTERFACE INC (TILE) - 0.51% | MOODYS CORP (MCO) - 4.54% |
| #6 | SELLAS LIFE SCIENCES GROUP INC (SLS) - 0.50% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 4.47% |
| #7 | UROGEN PHARMA LTD (URGN) - 0.47% | CME GROUP INC CLASS A (CME) - 4.34% |
| #8 | VIRIDIAN THERAPEUTICS INC (VRDN) - 0.47% | S&P GLOBAL INC (SPGI) - 4.13% |
| #9 | MBX BIOSCIENCES INC (MBX) - 0.47% | NASDAQ INC (NDAQ) - 3.80% |
| #10 | n/a (BFLY) - 0.45% | MSCI INC (MSCI) - 3.60% |
| #11 | INNODATA INC (INOD) - 0.44% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 3.55% |
| #12 | QCR HOLDINGS INC (QCRH) - 0.40% | COINBASE GLOBAL INC ORDINARY SHARES CLASS A (COIN) - 2.86% |
| #13 | DIME COMMERCIAL BANCSHARES INC (DCOM) - 0.38% | RAYMOND JAMES FINANCIAL INC (RJF) - 2.74% |
| #14 | LINDBLAD EXPEDITIONS HOLDINGS INC (LIND) - 0.38% | CBOE GLOBAL MARKETS INC (CBOE) - 2.68% |
| #15 | ALLIENT INC (ALNT) - 0.38% | LPL FINANCIAL HOLDINGS INC (LPLA) - 2.59% |
| #16 | ELLINGTON FINANCIAL INC (EFC) - 0.38% | STIFEL FINANCIAL CORP (SF) - 1.13% |
| #17 | CONNECTONE BANCORP INC (CNOB) - 0.37% | TRADEWEB MARKETS INC (TW) - 1.07% |
| #18 | ORIGIN BANCORP INC (OBK) - 0.37% | EVERCORE INC CLASS A (EVR) - 1.02% |
| #19 | TURNING POINT BRANDS INC (TPB) - 0.37% | FACTSET RESEARCH SYSTEMS INC (FDS) - 0.91% |
| #20 | BANK FIRST CORP (BFC) - 0.37% | JEFFERIES FINANCIAL GROUP INC (JEF) - 0.77% |
| #21 | BACKBLAZE INC CLASS A (BLZE) - 0.26% | STONEX GROUP INC (SNEX) - 0.62% |
| #22 | TETRA TECHNOLOGIES INC (TTI) - 0.26% | HOULIHAN LOKEY INC CLASS A (HLI) - 0.60% |
| #23 | UNITED FIRE GROUP INC (UFCS) - 0.26% | MARKETAXESS HOLDINGS INC (MKTX) - 0.51% |
| #24 | ETON PHARMACEUTICALS INC (ETON) - 0.25% | PIPER SANDLER COS (PIPR) - 0.44% |
| #25 | IDT CORP CLASS B (IDT) - 0.25% | MOELIS & CO CLASS A (MC) - 0.44% |
| Total Holdings | 1322 | 39 |
IWC vs IAI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWC
+5.01%
IAI
+4.21%
3M
IWC
+5.54%
Winner
IAI
+8.54%
6M
Winner
IWC
+17.63%
IAI
+15.62%
1Y
Winner
IWC
+40.82%
IAI
+13.01%
5Y(CAGR)
IWC
+7.54%
Winner
IAI
+14.27%
10Y(CAGR)
IWC
+11.24%
Winner
IAI
+18.85%
Max(CAGR)
IWC
+7.93%
Winner
IAI
+8.42%
IWC vs IAI - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | IWC | IAI |
|---|---|---|
| 2026 | +24.38% | +7.85% |
| 2025 | +22.31% | +25.49% |
| 2024 | +14.33% | +35.52% |
| 2023 | +9.83% | +14.79% |
| 2022 | -23.36% | -11.75% |
| 2021 | +19.37% | +41.17% |
| 2020 | +21.33% | +17.15% |
| 2019 | +20.16% | +23.36% |
| 2018 | -14.02% | -9.42% |
| 2017 | +12.24% | +27.80% |
| 2016 | +23.81% | +24.66% |
| 2015 | -4.75% | -0.96% |
| 2014 | +4.30% | +12.35% |
| 2013 | +40.53% | +61.82% |
| 2012 | +17.20% | +13.26% |
| 2011 | -11.41% | -28.09% |
| 2010 | +25.96% | +2.58% |
| 2009 | +23.05% | +39.54% |
| 2008 | -38.31% | -59.22% |
| 2007 | -8.99% | -5.34% |
| 2006 | +13.12% | +5.67% |
| 2005 | +2.82% | N/A |
IWC vs IAI Drawdown Comparison
The maximum drawdown for IWC was -64.60%, occurring on Mar 9, 2009. Recovery took 1440 trading sessions.
The maximum drawdown for IAI was -75.46%, occurring on Nov 20, 2008. Recovery took 2385 trading sessions.
The current IWC drawdown is -2.15%. The current IAI drawdown is -0.79%.
| Rank | IWC | IAI |
|---|---|---|
| #1 | -64.60% Jun 19, 2007 - Mar 8, 2013 | -75.46% Jun 20, 2007 - Dec 7, 2016 |
| #2 | -47.20% Aug 31, 2018 - Nov 23, 2020 | -40.38% Feb 20, 2020 - Nov 23, 2020 |
| #3 | -41.06% Mar 12, 2021 - Sep 18, 2025 | -28.84% Nov 2, 2021 - Mar 4, 2024 |
| #4 | -28.70% Jun 23, 2015 - Nov 21, 2016 | -23.98% Mar 12, 2018 - Nov 25, 2019 |
| #5 | -16.66% Mar 5, 2014 - Mar 18, 2015 | -23.14% Feb 18, 2025 - Jun 18, 2025 |
| #6 | -15.04% May 5, 2006 - Dec 27, 2006 | -19.73% May 9, 2006 - Oct 5, 2006 |
| #7 | -12.43% Jan 22, 2026 - Apr 15, 2026 | -16.52% Jan 15, 2026 - Jul 6, 2026 |
| #8 | -9.98% Oct 15, 2025 - Dec 4, 2025 | -12.16% Feb 7, 2007 - Jun 15, 2007 |
| #9 | -8.81% Jan 23, 2018 - Mar 9, 2018 | -9.18% Jan 12, 2021 - Feb 16, 2021 |
| #10 | -8.63% Feb 22, 2007 - Jun 1, 2007 | -8.41% Mar 1, 2017 - Jun 28, 2017 |
| #11 | -8.61% Sep 12, 2005 - Dec 1, 2005 | -8.12% Feb 1, 2018 - Mar 6, 2018 |
| #12 | -8.24% Feb 9, 2021 - Mar 10, 2021 | -7.77% Nov 27, 2024 - Jan 21, 2025 |
| #13 | -8.08% Jan 22, 2014 - Feb 27, 2014 | -7.07% Aug 27, 2021 - Oct 15, 2021 |
| #14 | -7.28% Mar 12, 2018 - May 11, 2018 | -7.01% Jul 26, 2024 - Aug 16, 2024 |
| #15 | -7.07% Jul 1, 2026 - Aug 14, 2026 | -6.97% Nov 12, 2025 - Dec 9, 2025 |
Correlation
Correlation between IWC and IAI is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2005 - 2026)
IWC vs IAI dividend yield comparison.
| Year | IWC | IAI |
|---|---|---|
| 2026 | 0.39% | 0.60% |
| 2025 | 1.10% | 0.95% |
| 2024 | 1.06% | 1.05% |
| 2023 | 1.17% | 1.80% |
| 2022 | 1.18% | 2.14% |
| 2021 | 0.78% | 1.31% |
| 2020 | 0.98% | 1.55% |
| 2019 | 1.19% | 1.52% |
| 2018 | 1.01% | 1.58% |
| 2017 | 1.09% | 1.37% |
| 2016 | 1.16% | 1.49% |
| 2015 | 1.49% | 1.31% |
| 2014 | 1.11% | 1.13% |
| 2013 | 1.01% | 1.13% |
| 2012 | 1.95% | 2.97% |
| 2011 | 1.21% | 1.25% |
| 2010 | 0.82% | 1.62% |
| 2009 | 0.82% | 0.57% |
| 2008 | 1.31% | 2.28% |
| 2007 | 0.79% | 0.68% |
| 2006 | 0.51% | 0.20% |
| 2005 | 0.19% | 0.00% |
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