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IWC vs SPY

Comparison between ISHARES MICRO-CAP ETF (IWC, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed IWC, delivering a return of +13.0% compared to +7.3%

IWC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IWC
$1.50B
Winner
SPY
$781B
Expense Ratio
IWC
0.60%
Winner
SPY
0.09%
Max Drawdown
IWC
65.20%
Winner
SPY
56.47%
Sharpe Ratio
Winner
IWC
1.61
SPY
1.34
5Y Beta
IWC
1.20
Winner
SPY
1.00
P/E Ratio
Winner
IWC
-11.28
SPY
28.84
Forward P/E
Winner
IWC
9.90
SPY
21.59
5Y Dividends CAGR
Winner
IWC
13.56%
SPY
6.00%
5Y EPS CAGR
IWC
N/A
SPY
25.26%
Debt to Equity
IWC
54.47%
Winner
SPY
31.47%
P/S Ratio
Winner
IWC
1.13
SPY
3.85
P/B Ratio
Winner
IWC
1.71
SPY
5.70

IWC vs SPY - Holdings Comparison

IWC and SPY have 1 common holdings. Overlap is 0.00%

IWC's top 25 holdings weight is 10.09%. SPY's top 25 holdings weight is 51.08%.

RankIWCSPY
#1
PENGUIN SOLUTIONS INC (PENG) - 0.71%
NVIDIA CORP (NVDA) - 7.50%
#2
OUSTER INC ORDINARY SHARES CLASS A (OUST) - 0.62%
APPLE INC (AAPL) - 6.58%
#3
SELLAS LIFE SCIENCES GROUP INC (SLS) - 0.57%
MICROSOFT CORP (MSFT) - 4.29%
#4
NURIX THERAPEUTICS INC ORDINARY SHARES (NRIX) - 0.53%
AMAZON.COM INC (AMZN) - 3.61%
#5
INNODATA INC (INOD) - 0.50%
ALPHABET INC CLASS A (GOOGL) - 3.24%
#6
BANDWIDTH INC CLASS A (BAND) - 0.45%
BROADCOM INC (AVGO) - 2.77%
#7
INTERFACE INC (TILE) - 0.44%
ALPHABET INC CLASS C (GOOG) - 2.58%
#8
MBX BIOSCIENCES INC (MBX) - 0.43%
MICRON TECHNOLOGY INC (MU) - 2.01%
#9
VIRIDIAN THERAPEUTICS INC (VRDN) - 0.42%
META PLATFORMS INC CLASS A (META) - 1.91%
#10
MONTE ROSA THERAPEUTICS INC (GLUE) - 0.41%
TESLA INC (TSLA) - 1.83%
#11
LINCOLN EDUCATIONAL SERVICES CORP (LINC) - 0.38%
ADVANCED MICRO DEVICES INC (AMD) - 1.47%
#12
TURNING POINT BRANDS INC (TPB) - 0.38%
ELI LILLY AND CO (LLY) - 1.47%
#13
ELLINGTON FINANCIAL INC (EFC) - 0.38%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.42%
#14
DIME COMMERCIAL BANCSHARES INC (DCOM) - 0.37%
JPMORGAN CHASE & CO (JPM) - 1.36%
#15
UROGEN PHARMA LTD (URGN) - 0.36%
INTEL CORP (INTC) - 1.02%
#16
n/a (BFLY) - 0.36%
JOHNSON & JOHNSON (JNJ) - 0.95%
#17
QCR HOLDINGS INC (QCRH) - 0.36%
APPLIED MATERIALS INC (AMAT) - 0.89%
#18
CONNECTONE BANCORP INC (CNOB) - 0.36%
VISA INC CLASS A (V) - 0.88%
#19
XERIS BIOPHARMA HOLDINGS INC (XERS) - 0.35%
EXXON MOBIL CORP (XOM) - 0.88%
#20
BANK FIRST CORP (BFC) - 0.35%
LAM RESEARCH CORP (LRCX) - 0.84%
#21
INVESCO MORTGAGE CAPITAL INC (IVR) - 0.32%
WALMART INC (WMT) - 0.77%
#22
MYERS INDUSTRIES INC (MYE) - 0.26%
CATERPILLAR INC (CAT) - 0.76%
#23
UNITED FIRE GROUP INC (UFCS) - 0.26%
CISCO SYSTEMS INC (CSCO) - 0.72%
#24
MAZE THERAPEUTICS INC (MAZE) - 0.26%
ABBVIE INC (ABBV) - 0.69%
#25
PURSUIT ATTRACTIONS AND HOSPITALITY INC (PRSU) - 0.26%
COSTCO WHOLESALE CORP (COST) - 0.64%
Total Holdings1278502

IWC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IWC
+1.53%
SPY
-0.14%
3M
Winner
IWC
+11.23%
SPY
+8.54%
6M
Winner
IWC
+14.68%
SPY
+9.48%
1Y
Winner
IWC
+47.17%
SPY
+21.66%
5Y(CAGR)
IWC
+7.33%
Winner
SPY
+13.03%
10Y(CAGR)
IWC
+11.44%
Winner
SPY
+15.12%
Max(CAGR)
IWC
+7.90%
Winner
SPY
+8.52%

IWC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIWCSPY
2026+22.73%+10.64%
2025+22.31%+18.00%
2024+14.33%+25.59%
2023+9.83%+26.72%
2022-23.36%-18.64%
2021+19.37%+30.52%
2020+21.33%+17.28%
2019+20.16%+31.09%
2018-14.02%-5.24%
2017+12.24%+20.78%
2016+23.81%+13.59%
2015-4.75%+1.31%
2014+4.30%+14.56%
2013+40.53%+29.00%
2012+17.20%+14.17%
2011-11.41%+0.85%
2010+25.96%+13.14%
2009+23.05%+22.67%
2008-38.31%-36.25%
2007-8.99%+5.32%
2006+13.12%+13.85%
2005+2.82%+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

IWC vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current IWC drawdown is -3.17%. The current SPY drawdown is -0.77%.

RankIWCSPY
#1-64.60%
Jun 19, 2007 - Mar 8, 2013		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-47.20%
Aug 31, 2018 - Nov 23, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-41.06%
Mar 12, 2021 - Sep 18, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-28.70%
Jun 23, 2015 - Nov 21, 2016		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-16.66%
Mar 5, 2014 - Mar 18, 2015		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-15.04%
May 5, 2006 - Dec 27, 2006		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-12.43%
Jan 22, 2026 - Apr 15, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-9.98%
Oct 15, 2025 - Dec 4, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-8.81%
Jan 23, 2018 - Mar 9, 2018		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-8.63%
Feb 22, 2007 - Jun 1, 2007		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.61%
Sep 12, 2005 - Dec 1, 2005		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.24%
Feb 9, 2021 - Mar 10, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.08%
Jan 22, 2014 - Feb 27, 2014		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.28%
Mar 12, 2018 - May 11, 2018		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.89%
Jul 25, 2017 - Sep 18, 2017		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IWC and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (1999 - 2026)

IWC vs SPY dividend yield comparison.

YearIWCSPY
20260.39%0.49%
20251.10%1.07%
20241.06%1.21%
20231.17%1.40%
20221.18%1.65%
20210.78%1.20%
20200.98%1.52%
20191.19%1.75%
20181.01%2.04%
20171.09%1.80%
20161.16%2.03%
20151.49%2.06%
20141.11%1.87%
20131.01%1.81%
20121.95%2.18%
20111.21%2.05%
20100.82%1.80%
20090.82%1.95%
20081.31%3.02%
20070.79%1.85%
20060.51%1.73%
20050.19%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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