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IWC vs QLTA

Comparison between ISHARES MICRO-CAP ETF (IWC, ETF) and ISHARES AAA - A RATED CORPORATE BOND ETF (QLTA, ETF).

5-Year PerformanceIWC has outperformed QLTA, delivering a return of +6.7% compared to -0.6%

IWC vs QLTA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IWC
$1.50B
Winner
QLTA
$1.60B
Expense Ratio
IWC
0.60%
Winner
QLTA
0.15%
Max Drawdown
IWC
65.20%
Winner
QLTA
26.32%
Sharpe Ratio
Winner
IWC
1.29
QLTA
-0.31
5Y Beta
IWC
1.20
Winner
QLTA
0.10
P/E Ratio
IWC
-10.33
QLTA
N/A
Forward P/E
IWC
9.86
QLTA
N/A
5Y Dividends CAGR
Winner
IWC
13.56%
QLTA
12.34%
5Y EPS CAGR
IWC
0.15%
QLTA
N/A
Debt to Equity
IWC
54.44%
QLTA
N/A
P/S Ratio
IWC
1.13
QLTA
N/A
P/B Ratio
IWC
1.70
QLTA
N/A

IWC vs QLTA - Historical Returns

Returns include dividend reinvestment.

1M
IWC
-2.59%
Winner
QLTA
-1.98%
3M
Winner
IWC
+4.45%
QLTA
-1.58%
6M
Winner
IWC
+9.11%
QLTA
-1.44%
1Y
Winner
IWC
+39.68%
QLTA
+2.41%
5Y(CAGR)
Winner
IWC
+6.68%
QLTA
-0.63%
10Y(CAGR)
Winner
IWC
+11.02%
QLTA
+1.66%
Max(CAGR)
Winner
IWC
+7.71%
QLTA
+2.40%

IWC vs QLTA - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearIWCQLTA
2026+18.45%-0.97%
2025+22.31%+7.38%
2024+14.33%+1.84%
2023+9.83%+6.96%
2022-23.36%-14.44%
2021+19.37%-1.97%
2020+21.33%+9.46%
2019+20.16%+12.41%
2018-14.02%-1.81%
2017+12.24%+5.55%
2016+23.81%+4.23%
2015-4.75%+0.13%
2014+4.30%+6.39%
2013+40.53%-2.60%
2012+17.20%+6.22%
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 QLTA Drawdown Comparison

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

The maximum drawdown for QLTA was -22.28%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current IWC drawdown is -6.54%. The current QLTA drawdown is -4.74%.

RankIWCQLTA
#1-64.60%
Jun 19, 2007 - Mar 8, 2013
-22.28%
Aug 6, 2020 - Oct 20, 2022
#2-47.20%
Aug 31, 2018 - Nov 23, 2020
-15.24%
Mar 6, 2020 - May 29, 2020
#3-41.06%
Mar 12, 2021 - Sep 18, 2025
-7.06%
May 2, 2013 - May 27, 2014
#4-28.70%
Jun 23, 2015 - Nov 21, 2016
-5.63%
Jul 8, 2016 - Aug 23, 2017
#5-16.66%
Mar 5, 2014 - Mar 18, 2015
-4.40%
Jan 30, 2015 - Mar 15, 2016
#6-15.04%
May 5, 2006 - Dec 27, 2006
-4.28%
Dec 29, 2017 - Jan 31, 2019
#7-12.43%
Jan 22, 2026 - Apr 15, 2026
-2.71%
Sep 4, 2019 - Dec 27, 2019
#8-9.98%
Oct 15, 2025 - Dec 4, 2025
-2.24%
Jul 25, 2012 - Sep 24, 2012
#9-8.81%
Jan 23, 2018 - Mar 9, 2018
-2.20%
Dec 6, 2012 - Apr 8, 2013
#10-8.63%
Feb 22, 2007 - Jun 1, 2007
-1.78%
Feb 28, 2012 - May 1, 2012
#11-8.61%
Sep 12, 2005 - Dec 1, 2005
-1.70%
Aug 27, 2014 - Oct 7, 2014
#12-8.24%
Feb 9, 2021 - Mar 10, 2021
-1.53%
Oct 17, 2014 - Jan 2, 2015
#13-8.08%
Jan 22, 2014 - Feb 27, 2014
-1.43%
May 5, 2016 - Jun 3, 2016
#14-7.28%
Mar 12, 2018 - May 11, 2018
-1.21%
Jul 3, 2019 - Aug 1, 2019
#15-6.89%
Jul 25, 2017 - Sep 18, 2017
-1.06%
Sep 7, 2017 - Dec 13, 2017

Correlation

Correlation between IWC and QLTA is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82
-101

Dividend Comparison (2005 - 2026)

IWC vs QLTA dividend yield comparison.

YearIWCQLTA
20260.41%2.33%
20251.10%4.33%
20241.06%4.11%
20231.17%3.39%
20221.18%2.79%
20210.78%1.96%
20200.98%2.31%
20191.19%2.99%
20181.01%3.09%
20171.09%2.67%
20161.16%2.59%
20151.49%2.99%
20141.11%2.32%
20131.01%2.14%
20121.95%1.94%
20111.21%0.00%
20100.82%0.00%
20090.82%0.00%
20081.31%0.00%
20070.79%0.00%
20060.51%0.00%
20050.19%0.00%

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