IWCiShares Micro-Cap ETF
IWC Fund Description
IWC tracks a market-cap-weighted index of U.S. micro-cap stocks. The index selects the smallest 1000 stocks in the Russell 2000 Index.
IWC Factset Analytics Insight
IWC takes a plain vanilla, market-cap-weighted view of the micro-cap segment. The underlying index selects 1000 of the smallest from the Russell 2000 Index. From our perspective, however, it skews large, putting a lot of weight in companies we consider small-caps. Its beta indicates that the fund is relatively volatile compared with the broad US micro-cap market. Still, it provides decent coverage of the space overall. Holdings costs are likely to be lower than the stated expense ratio, thanks to smart portfolio management that tends to recover a sizeable chunk. A solid choice for this hard to reach area of the market.
IWC MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
IWC Portfolio Data
IWC Index Data
IWC Portfolio Management
IWC Tax Exposures
IWC Fund Structure
IWC Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IWC. IWC is rated a 5 out of 5.
IWC Sector/Industry Breakdown
IWC Economic Development
IWC Performance Statistics
IWC Benchmark Comparison Summary
IWC Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
Options allow you to customize investment outcomes. Using the strategy builders provided by Cboe Vest Technologies, you can construct some of the most common option strategies. Check out our user guide for more information on how to use the tool.
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