ETFs - Profile

iShares Micro-Cap ETF

US > Small-Cap > Core

Rank

Universe Rank
29 8

Summary

The fund seeks to replicate the total return performance of the benchmark index, before fees and expenses, by investing in micro-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

As part of its strategy, the fund employs a passive or indexing approach.

Next, the research team invests significantly in the component securities of its Underlying Index and in investments that have economic characteristics that are substantially identical to the More

Philosophy Strategy Process Reaserch Risk Management

Price

  • Last Close
  • $143.72
    -3.19
  • 52 Week HL
  • $158.21 - $91.32
  • Net Assets
  • $1250 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Performance
21.6 % YTD

  • 3 Year
  • 75.48%
  • 5 Year
  • 89.88%
  • Best
  • 45.22%
    2013
  • Worst
  • -39.02%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
IWC 22%19%21%-13%13%21%-5%4%45%20%-10%
S&P 500 21%16%29%-6%19%10%-1%11%0%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 23.6% -32.6% 12.8% 0.5% - -5.5% 3% 3.1% 12.3% 15.4% -
Q2 2.6% 30.2% -0.3% 12.6% 3.8% 4.1% 3.1% -1.5% 6.5% -3.5% -
Q3 -1.2% 4.5% -5.7% - 6.7% 11% -14% -8.2% 10% 4.3% -
Q4 - 30.1% 12.9% -20.8% - 10.4% 3.9% 11.2% 10.1% -0.5% -

Returns +
M

J F M A M J J A S O N D
2021 14% 6.2% 2.2% 0.3% 2.3% - -4.4% 3.5% -3.1% - - -
2020 -4.6% -8.3% -23% 15.4% 6.9% 5.5% 3.4% 4% -2.9% 0.7% 20.7% 7.1%

Annual Return

Index Comparison

Alpha

NAV