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
$1.50B
Winner
WCMI
$1.60B
Expense Ratio
Winner
IWC
0.60%
WCMI
0.85%
Max Drawdown
IWC
65.20%
Winner
WCMI
20.16%
Sharpe Ratio
Winner
IWC
1.29
WCMI
0.79
5Y Beta
IWC
1.20
Winner
WCMI
0.81
P/E Ratio
IWC
-10.33
WCMI
N/A
Forward P/E
IWC
9.86
WCMI
N/A
5Y Dividends CAGR
IWC
13.56%
WCMI
N/A
5Y EPS CAGR
IWC
0.15%
WCMI
N/A
Debt to Equity
IWC
54.44%
WCMI
N/A
P/S Ratio
IWC
1.13
WCMI
N/A
P/B Ratio
IWC
1.70
WCMI
N/A
IWC vs WCMI - Holdings Comparison
IWC and WCMI have 1 common holdings. Overlap is 0.00%
IWC's top 25 holdings weight is 10.09%. WCMI's top 25 holdings weight is 76.48%.
| Rank | IWC | WCMI |
|---|---|---|
| #1 | PENGUIN SOLUTIONS INC (PENG) - 0.71% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (n/a) - 7.20% |
| #2 | OUSTER INC ORDINARY SHARES CLASS A (OUST) - 0.62% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 6.48% |
| #3 | SELLAS LIFE SCIENCES GROUP INC (SLS) - 0.57% | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 6.46% |
| #4 | NURIX THERAPEUTICS INC ORDINARY SHARES (NRIX) - 0.53% | CASH (n/a) - 5.26% |
| #5 | INNODATA INC (INOD) - 0.50% | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 4.66% |
| #6 | BANDWIDTH INC CLASS A (BAND) - 0.45% | BABCOCK INTERNATIONAL GROUP PLC (n/a) - 3.35% |
| #7 | INTERFACE INC (TILE) - 0.44% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 3.28% |
| #8 | MBX BIOSCIENCES INC (MBX) - 0.43% | TEVA PHARMACEUTICAL INDUSTRIES LTD ADR (TEVA) - 3.09% |
| #9 | VIRIDIAN THERAPEUTICS INC (VRDN) - 0.42% | LOTTOMATICA GROUP SPA (n/a) - 2.96% |
| #10 | MONTE ROSA THERAPEUTICS INC (GLUE) - 0.41% | COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO ADR (SBS) - 2.80% |
| #11 | LINCOLN EDUCATIONAL SERVICES CORP (LINC) - 0.38% | CONSTELLATION SOFTWARE INC (CNSWF) - 2.67% |
| #12 | TURNING POINT BRANDS INC (TPB) - 0.38% | SOCIETE GENERALE SA (n/a) - 2.66% |
| #13 | ELLINGTON FINANCIAL INC (EFC) - 0.38% | SONY GROUP CORP ADR (SONY) - 2.54% |
| #14 | DIME COMMERCIAL BANCSHARES INC (DCOM) - 0.37% | JAPAN EXCHANGE GROUP INC (n/a) - 2.15% |
| #15 | UROGEN PHARMA LTD (URGN) - 0.36% | BROOKFIELD CORP REGISTERED SHS -A- LIMITED VTG (BN) - 2.10% |
| #16 | n/a (BFLY) - 0.36% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 2.02% |
| #17 | QCR HOLDINGS INC (QCRH) - 0.36% | MIZUHO FINANCIAL GROUP INC (n/a) - 2.02% |
| #18 | CONNECTONE BANCORP INC (CNOB) - 0.36% | UBS GROUP AG REGISTERED SHARES (n/a) - 2.00% |
| #19 | XERIS BIOPHARMA HOLDINGS INC (XERS) - 0.35% | KB FINANCIAL GROUP INC (n/a) - 2.00% |
| #20 | BANK FIRST CORP (BFC) - 0.35% | BAYER AG (n/a) - 1.87% |
| #21 | INVESCO MORTGAGE CAPITAL INC (IVR) - 0.32% | NOVO NORDISK AS ADR (NVO) - 1.84% |
| #22 | MYERS INDUSTRIES INC (MYE) - 0.26% | SLB LTD (SLB) - 1.83% |
| #23 | UNITED FIRE GROUP INC (UFCS) - 0.26% | WUXI BIOLOGICS (CAYMAN) INC (n/a) - 1.77% |
| #24 | MAZE THERAPEUTICS INC (MAZE) - 0.26% | RENTOKIL INITIAL PLC (n/a) - 1.75% |
| #25 | PURSUIT ATTRACTIONS AND HOSPITALITY INC (PRSU) - 0.26% | TESCO PLC (n/a) - 1.72% |
| Total Holdings | 1278 | 46 |
IWC vs WCMI - Historical Returns
Returns include dividend reinvestment.
1M
IWC
-2.59%
Winner
WCMI
-1.74%
3M
Winner
IWC
+4.45%
WCMI
+3.09%
6M
Winner
IWC
+9.11%
WCMI
+4.17%
1Y
Winner
IWC
+39.68%
WCMI
+20.17%
5Y(CAGR)
IWC
+6.68%
WCMI
N/A
10Y(CAGR)
IWC
+11.02%
WCMI
N/A
Max(CAGR)
IWC
+7.71%
Winner
WCMI
+19.38%
IWC vs WCMI - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | IWC | WCMI |
|---|---|---|
| 2026 | +18.45% | +8.98% |
| 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 -6.54%. The current WCMI drawdown is -5.14%.
| 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 | -5.50% Jun 22, 2026 - Jul 20, 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 | -6.89% Jul 25, 2017 - Sep 18, 2017 | -1.33% May 2, 2025 - May 12, 2025 |
Correlation
Correlation between IWC and WCMI is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2005 - 2026)
IWC vs WCMI dividend yield comparison.
| Year | IWC | WCMI |
|---|---|---|
| 2026 | 0.41% | 0.25% |
| 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% |
Select Stocks to Compare
Popular: IWC vs SPYWCMI vs SPY
More Comparisons
Compare with similar stocks