IWC vs WCMI
Comparison between ISHARES MICRO-CAP ETF (IWC, ETF) and FIRST TRUST WCM INTERNATIONAL EQUITY ETF (WCMI, ETF).
IWC vs WCMI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWC
$1.40B
Winner
WCMI
$1.80B
Expense Ratio
Winner
IWC
0.60%
WCMI
0.85%
Max Drawdown
IWC
65.20%
Winner
WCMI
20.16%
Sharpe Ratio
Winner
IWC
1.70
WCMI
1.08
5Y Beta
IWC
1.19
Winner
WCMI
0.82
P/E Ratio
IWC
-12.43
WCMI
N/A
Forward P/E
IWC
10.70
WCMI
N/A
5Y Dividends CAGR
IWC
13.56%
WCMI
N/A
5Y EPS CAGR
IWC
0.24%
WCMI
N/A
Debt to Equity
IWC
43.57%
WCMI
N/A
P/S Ratio
IWC
1.22
WCMI
N/A
P/B Ratio
IWC
1.73
WCMI
N/A
IWC vs WCMI - Holdings Comparison
IWC and WCMI have 1 common holdings. Overlap is -0.23%
IWC's top 25 holdings weight is 10.56%. WCMI's top 25 holdings weight is 74.96%.
| Rank | IWC | WCMI |
|---|---|---|
| #1 | PENGUIN SOLUTIONS INC (PENG) - 0.67% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 6.84% |
| #2 | OUSTER INC ORDINARY SHARES CLASS A (OUST) - 0.59% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (n/a) - 6.79% |
| #3 | SELLAS LIFE SCIENCES GROUP INC (SLS) - 0.56% | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 5.09% |
| #4 | NURIX THERAPEUTICS INC ORDINARY SHARES (NRIX) - 0.52% | BABCOCK INTERNATIONAL GROUP PLC (n/a) - 4.13% |
| #5 | BANDWIDTH INC CLASS A (BAND) - 0.48% | CONSTELLATION SOFTWARE INC (CNSWF) - 3.97% |
| #6 | INNODATA INC (INOD) - 0.47% | MIZUHO FINANCIAL GROUP INC (n/a) - 3.19% |
| #7 | CAREDX INC (CDNA) - 0.45% | TEVA PHARMACEUTICAL INDUSTRIES LTD ADR (TEVA) - 3.07% |
| #8 | INTERFACE INC (TILE) - 0.44% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 2.99% |
| #9 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.43% | LOTTOMATICA GROUP SPA (n/a) - 2.88% |
| #10 | UROGEN PHARMA LTD (URGN) - 0.43% | SOCIETE GENERALE SA (n/a) - 2.82% |
| #11 | MBX BIOSCIENCES INC (MBX) - 0.43% | TESCO PLC (n/a) - 2.80% |
| #12 | VIRIDIAN THERAPEUTICS INC (VRDN) - 0.40% | SONY GROUP CORP ADR (SONY) - 2.76% |
| #13 | MONTE ROSA THERAPEUTICS INC (GLUE) - 0.40% | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 2.70% |
| #14 | ELLINGTON FINANCIAL INC (EFC) - 0.39% | COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO ADR (SBS) - 2.56% |
| #15 | CONNECTONE BANCORP INC (CNOB) - 0.38% | JAPAN EXCHANGE GROUP INC (n/a) - 2.33% |
| #16 | DIME COMMERCIAL BANCSHARES INC (DCOM) - 0.38% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 2.30% |
| #17 | QCR HOLDINGS INC (QCRH) - 0.37% | KB FINANCIAL GROUP INC (n/a) - 2.28% |
| #18 | n/a (NUVB) - 0.37% | BROOKFIELD CORP REGISTERED SHS -A- LIMITED VTG (BN) - 2.15% |
| #19 | ORIGIN BANCORP INC (OBK) - 0.36% | UBS GROUP AG REGISTERED SHARES (n/a) - 2.11% |
| #20 | XERIS BIOPHARMA HOLDINGS INC (XERS) - 0.35% | SK HYNIX INC ADR (SKHY) - 2.05% |
| #21 | TURNING POINT BRANDS INC (TPB) - 0.35% | WUXI BIOLOGICS (CAYMAN) INC (n/a) - 2.02% |
| #22 | BANK FIRST CORP (BFC) - 0.35% | SLB LTD (SLB) - 1.95% |
| #23 | n/a (BFLY) - 0.33% | BAYER AG (n/a) - 1.84% |
| #24 | PENNANT GROUP INC (PNTG) - 0.33% | HALEON PLC (n/a) - 1.68% |
| #25 | LINDBLAD EXPEDITIONS HOLDINGS INC (LIND) - 0.33% | NOVO NORDISK AS ADR (NVO) - 1.66% |
| Total Holdings | 1229 | 47 |
IWC vs WCMI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWC
+0.87%
WCMI
+0.15%
3M
Winner
IWC
+5.61%
WCMI
+4.44%
6M
Winner
IWC
+16.52%
WCMI
+8.77%
1Y
Winner
IWC
+50.84%
WCMI
+27.37%
5Y(CAGR)
IWC
+7.41%
WCMI
N/A
10Y(CAGR)
IWC
+11.44%
WCMI
N/A
Max(CAGR)
IWC
+7.96%
Winner
WCMI
+21.56%
IWC vs WCMI - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | IWC | WCMI |
|---|---|---|
| 2026 | +24.78% | +13.60% |
| 2025 | +22.31% | +30.97% |
| 2024 | +14.33% | -5.05% |
| 2023 | +9.83% | N/A |
| 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 WCMI Drawdown Comparison
The maximum drawdown for IWC was -64.60%, occurring on Mar 9, 2009. Recovery took 1440 trading sessions.
The maximum drawdown for WCMI was -12.79%, occurring on Apr 8, 2025. Recovery took 30 trading sessions.
The current IWC drawdown is -1.55%. The current WCMI drawdown is -1.12%.
| Rank | IWC | WCMI |
|---|---|---|
| #1 | -64.60% Jun 19, 2007 - Mar 8, 2013 | -12.79% Mar 17, 2025 - Apr 29, 2025 |
| #2 | -47.20% Aug 31, 2018 - Nov 23, 2020 | -12.49% Jan 27, 2026 - Apr 14, 2026 |
| #3 | -41.06% Mar 12, 2021 - Sep 18, 2025 | -8.03% Oct 6, 2025 - Dec 26, 2025 |
| #4 | -28.70% Jun 23, 2015 - Nov 21, 2016 | -7.18% Oct 18, 2024 - Jan 28, 2025 |
| #5 | -16.66% Mar 5, 2014 - Mar 18, 2015 | -6.81% Jun 22, 2026 - Jul 29, 2026 |
| #6 | -15.04% May 5, 2006 - Dec 27, 2006 | -5.05% Jun 4, 2026 - Jun 15, 2026 |
| #7 | -12.43% Jan 22, 2026 - Apr 15, 2026 | -4.56% May 6, 2026 - Jun 1, 2026 |
| #8 | -9.98% Oct 15, 2025 - Dec 4, 2025 | -3.85% Apr 17, 2026 - May 5, 2026 |
| #9 | -8.81% Jan 23, 2018 - Mar 9, 2018 | -3.29% Jun 12, 2025 - Jun 26, 2025 |
| #10 | -8.63% Feb 22, 2007 - Jun 1, 2007 | -3.22% Mar 5, 2025 - Mar 17, 2025 |
| #11 | -8.61% Sep 12, 2005 - Dec 1, 2005 | -3.08% Jun 30, 2025 - Sep 8, 2025 |
| #12 | -8.24% Feb 9, 2021 - Mar 10, 2021 | -2.49% Feb 18, 2025 - Mar 5, 2025 |
| #13 | -8.08% Jan 22, 2014 - Feb 27, 2014 | -1.99% Jan 12, 2026 - Jan 23, 2026 |
| #14 | -7.28% Mar 12, 2018 - May 11, 2018 | -1.83% Jan 30, 2025 - Feb 12, 2025 |
| #15 | -7.07% Jul 1, 2026 - Jul 29, 2026 | -1.33% May 2, 2025 - May 12, 2025 |
Correlation
Correlation between IWC and WCMI 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 WCMI dividend yield comparison.
| Year | IWC | WCMI |
|---|---|---|
| 2026 | 0.39% | 0.24% |
| 2025 | 1.10% | 0.78% |
| 2024 | 1.06% | 15.26% |
| 2023 | 1.17% | 0.00% |
| 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% |
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