IWC vs INCM

Comparison between ISHARES MICRO-CAP ETF (IWC, ETF) and Franklin Income Focus ETF (INCM, ETF).

IWC vs INCM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IWC(ETF)	INCM(ETF)
Net Assets	$1.40B	$1.50B
Expense Ratio	0.60%	0.38%
Max Drawdown	65.20%	8.94%
Sharpe Ratio	1.65	1.94
5Y Beta	1.19	0.32
P/E Ratio	-35.02	N/A
Forward P/E	13.60	N/A
5Y Dividends CAGR	11.12%	N/A
5Y EPS CAGR	5.26%	N/A
Debt to Equity	-18.24%	N/A
P/S Ratio	1.61	N/A
P/B Ratio	2.25	N/A

Net Assets

IWC

$1.40B

Winner

INCM

$1.50B

Expense Ratio

IWC

0.60%

Winner

INCM

0.38%

Max Drawdown

IWC

65.20%

Winner

INCM

8.94%

Sharpe Ratio

IWC

1.65

Winner

INCM

1.94

5Y Beta

IWC

1.19

Winner

INCM

0.32

P/E Ratio

IWC

-35.02

INCM

N/A

Forward P/E

IWC

13.60

INCM

N/A

5Y Dividends CAGR

IWC

11.12%

INCM

N/A

5Y EPS CAGR

IWC

5.26%

INCM

N/A

Debt to Equity

IWC

-18.24%

INCM

N/A

P/S Ratio

IWC

1.61

INCM

N/A

P/B Ratio

IWC

2.25

INCM

N/A

IWC vs INCM - Historical Returns

Returns include dividend reinvestment.

Period	IWC	INCM
1 month	-2.49%	-0.53%
3 months	+9.62%	+1.00%
6 months	+13.85%	+6.50%
1 year	+50.22%	+15.12%
5 years(CAGR)	+4.77%	N/A
10 years(CAGR)	+10.86%	N/A
Max(CAGR)	+7.58%	+10.61%

IWC

-2.49%

Winner

INCM

-0.53%

Winner

IWC

+9.62%

INCM

+1.00%

Winner

IWC

+13.85%

INCM

+6.50%

Winner

IWC

+50.22%

INCM

+15.12%

5Y(CAGR)

IWC

+4.77%

INCM

N/A

10Y(CAGR)

IWC

+10.86%

INCM

N/A

Max(CAGR)

IWC

+7.58%

Winner

INCM

+10.61%

IWC vs INCM - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	IWC	INCM
2026	+14.44%	+5.52%
2025	+22.31%	+12.81%
2024	+14.33%	+6.50%
2023	+9.83%	+5.77%
2022	-23.36%	N/A
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 INCM Drawdown Comparison

The maximum drawdown for IWC was -64.60%, occurring on Mar 9, 2009. Recovery took 1440 trading sessions.

The maximum drawdown for INCM was -7.84%, occurring on Apr 8, 2025. Recovery took 69 trading sessions.

The current IWC drawdown is -6.00%. The current INCM drawdown is -1.26%.

Rank	IWC	INCM
#1	-64.60% Jun 19, 2007 - Mar 8, 2013	-7.84% Feb 28, 2025 - Jun 9, 2025
#2	-47.20% Aug 31, 2018 - Nov 23, 2020	-6.74% Jul 24, 2023 - Dec 1, 2023
#3	-41.06% Mar 12, 2021 - Sep 18, 2025	-3.91% Nov 29, 2024 - Feb 19, 2025
#4	-28.70% Jun 23, 2015 - Nov 21, 2016	-3.19% Feb 27, 2026 - Apr 17, 2026
#5	-16.66% Mar 5, 2014 - Mar 18, 2015	-3.03% Mar 28, 2024 - May 15, 2024
#6	-15.04% May 5, 2006 - Dec 27, 2006	-2.51% Jan 22, 2024 - Mar 11, 2024
#7	-12.43% Jan 22, 2026 - Apr 15, 2026	-2.30% Jan 16, 2024 - Jan 22, 2024
#8	-9.98% Oct 15, 2025 - Dec 4, 2025	-1.96% Jul 31, 2024 - Aug 15, 2024
#9	-8.81% Jan 23, 2018 - Mar 9, 2018	-1.75% Oct 16, 2024 - Nov 27, 2024
#10	-8.63% Feb 22, 2007 - Jun 1, 2007	-1.66% Oct 27, 2025 - Nov 12, 2025
#11	-8.61% Sep 12, 2005 - Dec 1, 2005	-1.30% May 15, 2024 - Jun 5, 2024
#12	-8.24% Feb 9, 2021 - Mar 10, 2021	-1.26% May 29, 2026 - Jun 5, 2026
#13	-8.08% Jan 22, 2014 - Feb 27, 2014	-1.22% Nov 12, 2025 - Nov 25, 2025
#14	-7.28% Mar 12, 2018 - May 11, 2018	-1.14% Jun 15, 2023 - Jul 12, 2023
#15	-6.89% Jul 25, 2017 - Sep 18, 2017	-1.09% Jul 17, 2024 - Jul 30, 2024

Correlation

Correlation between IWC and INCM is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2005 - 2026)

IWC vs INCM dividend yield comparison.

Year	IWC	INCM
2026	0.14%	2.27%
2025	1.10%	4.96%
2024	1.06%	5.06%
2023	1.17%	3.01%
2022	1.18%	0.00%
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%