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 +14.4% compared to +5.3%
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
0.38%
Max Drawdown
Winner
IWC
65.20%
IAI
75.80%
Sharpe Ratio
Winner
IWC
1.69
IAI
0.80
5Y Beta
IWC
1.19
Winner
IAI
1.07
P/E Ratio
Winner
IWC
-27.24
IAI
20.93
Forward P/E
Winner
IWC
13.52
IAI
18.87
PEG Ratio
IWC
N/A
IAI
0.50
5Y Dividends CAGR
IWC
11.12%
Winner
IAI
14.27%
5Y EPS CAGR
IWC
5.16%
Winner
IAI
13.79%
Debt to Equity
Winner
IWC
-17.52%
IAI
70.01%
P/S Ratio
Winner
IWC
1.54
IAI
3.22
P/B Ratio
Winner
IWC
2.23
IAI
3.65
IWC vs IAI - Holdings Comparison
IWC and IAI have 1 common holdings. Overlap is 0.00%
IWC's top 25 holdings weight is 21.60%. IAI's top 25 holdings weight is 97.39%.
| Rank | IWC | IAI |
|---|---|---|
| #1 | APPLIED OPTOELECTRONICS INC (AAOI) - 2.18% | THE GOLDMAN SACHS GROUP INC (GS) - 19.72% |
| #2 | APPLIED DIGITAL CORP (APLD) - 1.98% | MORGAN STANLEY (MS) - 15.95% |
| #3 | n/a (PRAX) - 1.61% | CHARLES SCHWAB CORP (SCHW) - 9.93% |
| #4 | AXT INC (AXTI) - 1.54% | MOODYS CORP (MCO) - 4.16% |
| #5 | TERAWULF INC (WULF) - 1.43% | MSCI INC (MSCI) - 4.12% |
| #6 | CIPHER DIGITAL INC (CIFR) - 1.29% | S&P GLOBAL INC (SPGI) - 4.02% |
| #7 | NAVITAS SEMICONDUCTOR CORP CLASS A (NVTS) - 1.08% | INTERCONTINENTAL EXCHANGE INC (ICE) - 4.02% |
| #8 | CELCUITY INC (CELC) - 0.88% | CME GROUP INC CLASS A (CME) - 3.96% |
| #9 | COGENT BIOSCIENCES INC (COGT) - 0.85% | NASDAQ INC (NDAQ) - 3.89% |
| #10 | ENERGY FUELS INC (n/a) - 0.77% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 3.86% |
| #11 | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 0.72% | COINBASE GLOBAL INC ORDINARY SHARES CLASS A (COIN) - 3.85% |
| #12 | NLIGHT INC (LASR) - 0.68% | CBOE GLOBAL MARKETS INC (CBOE) - 3.56% |
| #13 | TUTOR PERINI CORP (TPC) - 0.59% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 3.45% |
| #14 | BEL FUSE INC CLASS B (BELFB) - 0.58% | RAYMOND JAMES FINANCIAL INC (RJF) - 2.53% |
| #15 | DIANTHUS THERAPEUTICS INC (DNTH) - 0.56% | LPL FINANCIAL HOLDINGS INC (LPLA) - 2.18% |
| #16 | CENTRUS ENERGY CORP CLASS A (LEU) - 0.55% | EVERCORE INC CLASS A (EVR) - 1.27% |
| #17 | INNODATA INC (INOD) - 0.53% | TRADEWEB MARKETS INC (TW) - 1.17% |
| #18 | ORUKA THERAPEUTICS INC (ORKA) - 0.51% | STIFEL FINANCIAL CORP (SF) - 1.05% |
| #19 | PENGUIN SOLUTIONS INC (PENG) - 0.50% | JEFFERIES FINANCIAL GROUP INC (JEF) - 0.82% |
| #20 | AEHR TEST SYSTEMS (AEHR) - 0.50% | FACTSET RESEARCH SYSTEMS INC (FDS) - 0.82% |
| #21 | VISTANCE NETWORKS INC (VISN) - 0.49% | HOULIHAN LOKEY INC CLASS A (HLI) - 0.78% |
| #22 | ASTRONICS CORP (ATRO) - 0.46% | STONEX GROUP INC (SNEX) - 0.75% |
| #23 | DIGI INTERNATIONAL INC (DGII) - 0.45% | LAZARD INC (LAZ) - 0.52% |
| #24 | CECO ENVIRONMENTAL CORP (CECO) - 0.44% | PIPER SANDLER COS (PIPR) - 0.52% |
| #25 | AMERICAN SUPERCONDUCTOR CORP (AMSC) - 0.43% | MARKETAXESS HOLDINGS INC (MKTX) - 0.49% |
| Total Holdings | 1249 | 39 |
IWC vs IAI - Historical Returns
Returns include dividend reinvestment.
1M
IWC
+2.18%
Winner
IAI
+3.38%
3M
Winner
IWC
+17.15%
IAI
+14.66%
6M
Winner
IWC
+16.17%
IAI
+2.78%
1Y
Winner
IWC
+52.59%
IAI
+19.25%
5Y(CAGR)
IWC
+5.26%
Winner
IAI
+14.44%
10Y(CAGR)
IWC
+11.56%
Winner
IAI
+19.21%
Max(CAGR)
IWC
+7.80%
Winner
IAI
+8.19%
IWC vs IAI - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | IWC | IAI |
|---|---|---|
| 2026 | +19.45% | +1.78% |
| 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 -1.89%. The current IAI drawdown is -2.81%.
| 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 - Mar 27, 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 | -6.89% Jul 25, 2017 - Sep 18, 2017 | -6.97% Nov 12, 2025 - Dec 9, 2025 |
Correlation
Correlation between IWC and IAI is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2005 - 2026)
IWC vs IAI dividend yield comparison.
| Year | IWC | IAI |
|---|---|---|
| 2026 | 0.13% | 0.38% |
| 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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