IWC was created on 2005-08-12 by iShares. The fund's investment portfolio concentrates primarily on micro cap equity. 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.
ISCG was created on 2004-06-28 by iShares. The fund's investment portfolio concentrates primarily on small cap equity. ISCG tracks a market-cap-weighted index of US small-cap growth stocks. The index selects stocks from 90-99.5% of market cap that fall into Morningstar's growth style categorization.
Key Details
Aug 12, 2005
Jun 28, 2004
Equity
Equity
Micro Cap
Small Cap
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
ITT | 89.22% | $12.40B | +23.53% | 0.85% |
BN | 86.64% | $100.70B | +47.02% | 0.55% |
BNT | 85.79% | $12.28B | +46.39% | 0.00% |
PH | 85.27% | $88.39B | +37.18% | 0.96% |
EVR | 85.17% | $10.50B | +37.46% | 1.18% |
JHG | 84.04% | $6.01B | +13.04% | 4.07% |
AXP | 83.85% | $218.18B | +36.35% | 0.93% |
DOV | 83.76% | $25.10B | +2.57% | 1.12% |
KN | 83.67% | $1.56B | +6.67% | 0.00% |
CG | 83.27% | $18.30B | +27.02% | 2.73% |
BX | 83.15% | $179.78B | +19.38% | 2.33% |
FLS | 83.13% | $6.78B | +8.42% | 1.60% |
GS | 82.92% | $210.85B | +54.09% | 1.75% |
FTV | 82.75% | $24.21B | -3.19% | 0.45% |
AIT | 82.58% | $8.84B | +20.34% | 0.71% |
PIPR | 82.52% | $4.98B | +28.59% | 0.92% |
NPO | 82.48% | $4.03B | +32.82% | 0.63% |
JEF | 82.42% | $11.57B | +14.66% | 2.67% |
AVNT | 82.38% | $3.03B | -23.48% | 3.21% |
EMR | 82.20% | $74.66B | +22.57% | 1.58% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
VXF | 99.06% | $22.04B | 0.05% | |
ESML | 98.82% | $1.83B | 0.17% | |
VB | 98.82% | $63.11B | 0.05% | |
SMMD | 98.81% | $1.45B | 0.15% | |
VBK | 98.81% | $18.95B | 0.07% | |
SCHA | 98.72% | $17.23B | 0.04% | |
IWO | 98.55% | $11.45B | 0.24% | |
SMLF | 98.50% | $1.79B | 0.15% | |
NUSC | 98.31% | $1.13B | 0.31% | |
SCHM | 98.09% | $11.49B | 0.04% | |
IJH | 97.98% | $94.21B | 0.05% | |
MDY | 97.96% | $22.56B | 0.24% | |
MDYG | 97.93% | $2.23B | 0.15% | |
SPMD | 97.93% | $13.03B | 0.03% | |
IVOO | 97.86% | $2.65B | 0.07% | |
JMEE | 97.84% | $1.84B | 0.24% | |
VTWO | 97.82% | $12.50B | 0.07% | |
IJK | 97.80% | $8.75B | 0.17% | |
IWM | 97.76% | $63.49B | 0.19% | |
TMSL | 97.67% | $824.11M | 0.55% |
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Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -24.06% | $23.68B | +32.82% | 1.11% |
ED | -14.06% | $35.46B | +9.73% | 3.41% |
AWK | -11.34% | $26.99B | +7.08% | 2.26% |
CME | -10.98% | $98.32B | +39.53% | 3.88% |
K | -9.07% | $27.35B | +36.65% | 2.88% |
MKTX | -6.20% | $8.27B | +10.45% | 1.36% |
DFDV | -5.68% | $264.45M | +1,862.19% | 0.00% |
LITB | -4.81% | $20.78M | -78.42% | 0.00% |
ZCMD | -3.76% | $30.56M | -5.47% | 0.00% |
MO | -3.66% | $99.03B | +29.32% | 6.96% |
DG | -3.32% | $24.79B | -13.55% | 2.08% |
VSA | -3.31% | $8.71M | -18.97% | 0.00% |
AMT | -2.48% | $101.83B | +11.37% | 3.04% |
STG | -2.16% | $29.35M | -29.34% | 0.00% |
VSTA | -2.10% | $344.87M | +42.86% | 0.00% |
TU | -2.01% | $24.31B | +5.01% | 7.23% |
AEP | -1.93% | $54.67B | +15.91% | 3.57% |
ASPS | -1.80% | $102.35M | -18.97% | 0.00% |
DUK | -1.70% | $90.36B | +15.57% | 3.59% |
KR | -1.65% | $47.46B | +44.38% | 1.80% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
TEF | -0.14% | $29.29B | +20.42% | 6.24% |
CL | 0.25% | $71.15B | -10.57% | 2.28% |
EXC | -0.30% | $42.92B | +22.51% | 3.65% |
SO | -0.36% | $99.30B | +15.77% | 3.20% |
BCE | -0.54% | $20.14B | -32.54% | 11.12% |
HUSA | -0.63% | $22.74M | +2.76% | 0.00% |
CYCN | 0.63% | $9.01M | +30.58% | 0.00% |
GIS | 1.58% | $27.58B | -20.94% | 4.71% |
JNJ | 1.64% | $365.75B | +4.26% | 3.29% |
KR | -1.65% | $47.46B | +44.38% | 1.80% |
DUK | -1.70% | $90.36B | +15.57% | 3.59% |
ASPS | -1.80% | $102.35M | -18.97% | 0.00% |
VHC | 1.83% | $41.33M | +42.48% | 0.00% |
VZ | 1.86% | $177.50B | +3.14% | 6.38% |
AEP | -1.93% | $54.67B | +15.91% | 3.57% |
TU | -2.01% | $24.31B | +5.01% | 7.23% |
NEUE | 2.08% | $60.93M | +31.25% | 0.00% |
VSTA | -2.10% | $344.87M | +42.86% | 0.00% |
STG | -2.16% | $29.35M | -29.34% | 0.00% |
COR | 2.21% | $57.48B | +30.10% | 0.73% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -79.52% | $99.70M | 0.59% | |
VIXY | -75.58% | $167.37M | 0.85% | |
BTAL | -72.44% | $285.39M | 1.43% | |
IVOL | -43.98% | $350.92M | 1.02% | |
XONE | -33.03% | $630.58M | 0.03% | |
SPTS | -31.77% | $5.75B | 0.03% | |
FTSD | -31.58% | $231.45M | 0.25% | |
FXY | -29.25% | $833.95M | 0.4% | |
SCHO | -27.20% | $11.00B | 0.03% | |
UTWO | -27.15% | $373.94M | 0.15% | |
VGSH | -26.82% | $22.70B | 0.03% | |
IBTG | -22.90% | $1.92B | 0.07% | |
IBTH | -22.46% | $1.59B | 0.07% | |
IBTI | -21.85% | $1.05B | 0.07% | |
BILS | -19.94% | $3.90B | 0.1356% | |
XHLF | -19.55% | $1.71B | 0.03% | |
IBTJ | -18.16% | $683.74M | 0.07% | |
ULST | -17.39% | $670.27M | 0.2% | |
TBLL | -17.17% | $2.15B | 0.08% | |
IEI | -16.94% | $15.37B | 0.15% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
CMBS | -0.04% | $445.47M | 0.25% | |
MLN | 0.12% | $539.91M | 0.24% | |
BUXX | 0.25% | $320.30M | 0.25% | |
TOTL | 0.34% | $3.85B | 0.55% | |
SMMU | 0.41% | $884.41M | 0.35% | |
JBND | 0.54% | $2.24B | 0.25% | |
IBND | 0.59% | $375.86M | 0.5% | |
YEAR | -0.73% | $1.45B | 0.25% | |
IBMN | 0.78% | $448.15M | 0.18% | |
OWNS | -1.00% | $128.32M | 0.3% | |
BNDX | 1.01% | $67.28B | 0.07% | |
SHM | 1.16% | $3.40B | 0.2% | |
IGOV | -1.33% | $1.19B | 0.35% | |
GOVI | 1.33% | $921.52M | 0.15% | |
SGOV | -1.74% | $49.74B | 0.09% | |
DFNM | -1.79% | $1.56B | 0.17% | |
FLMI | -1.87% | $713.34M | 0.3% | |
AGZD | 2.30% | $111.92M | 0.23% | |
JMST | 2.39% | $4.03B | 0.18% | |
SMB | -2.45% | $274.41M | 0.07% |
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Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
IWM | 97.01% | $63.49B | 0.19% | |
VTWO | 96.98% | $12.50B | 0.07% | |
GSSC | 96.00% | $557.44M | 0.2% | |
IWO | 95.94% | $11.45B | 0.24% | |
PRFZ | 95.79% | $2.36B | 0.34% | |
SCHA | 95.71% | $17.23B | 0.04% | |
IWN | 95.21% | $10.91B | 0.24% | |
KJAN | 94.74% | $289.70M | 0.79% | |
FYX | 94.68% | $813.93M | 0.6% | |
ESML | 94.22% | $1.83B | 0.17% | |
DFAS | 94.18% | $10.10B | 0.27% | |
NUSC | 94.08% | $1.13B | 0.31% | |
SMMD | 94.04% | $1.45B | 0.15% | |
KJUL | 94.03% | $120.26M | 0.79% | |
IJR | 94.00% | $78.43B | 0.06% | |
SPSM | 93.95% | $11.20B | 0.03% | |
IJT | 93.92% | $6.02B | 0.18% | |
VIOO | 93.91% | $2.84B | 0.1% | |
PSC | 93.86% | $732.35M | 0.38% | |
ISCG | 93.72% | $675.53M | 0.06% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
OWNS | 0.11% | $128.32M | 0.3% | |
FLMI | 0.13% | $713.34M | 0.3% | |
TOTL | -0.19% | $3.85B | 0.55% | |
MLN | 0.24% | $539.91M | 0.24% | |
BUXX | -0.36% | $320.30M | 0.25% | |
BILZ | 0.41% | $837.44M | 0.14% | |
JMST | 0.43% | $4.03B | 0.18% | |
SMB | -0.54% | $274.41M | 0.07% | |
IBMN | 0.55% | $448.15M | 0.18% | |
SMMU | 0.61% | $884.41M | 0.35% | |
YEAR | 0.67% | $1.45B | 0.25% | |
GOVI | 1.01% | $921.52M | 0.15% | |
UNG | -1.25% | $369.79M | 1.06% | |
JBND | 1.39% | $2.24B | 0.25% | |
IGOV | 1.47% | $1.19B | 0.35% | |
SHM | 1.47% | $3.40B | 0.2% | |
MMIN | 1.69% | $476.30M | 0.3% | |
JPST | -2.00% | $31.83B | 0.18% | |
DFNM | -2.23% | $1.56B | 0.17% | |
CORN | 2.31% | $44.97M | 0.2% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
PPC | 0.03% | $10.56B | +31.31% | 0.00% |
NOC | 0.32% | $71.05B | +13.51% | 1.72% |
MCK | 0.34% | $90.18B | +21.71% | 0.39% |
MDLZ | -0.55% | $87.72B | +1.73% | 2.70% |
T | -0.66% | $201.48B | +49.33% | 3.96% |
GIS | -1.03% | $27.58B | -20.94% | 4.71% |
TU | -1.07% | $24.31B | +5.01% | 7.23% |
CHD | -1.16% | $23.39B | -8.69% | 1.21% |
PG | 1.68% | $371.91B | -4.80% | 2.56% |
DFDV | -1.82% | $264.45M | +1,862.19% | 0.00% |
HSY | 1.83% | $33.83B | -9.08% | 3.27% |
KO | -1.84% | $299.02B | +8.70% | 2.84% |
PM | 1.85% | $281.20B | +77.87% | 2.25% |
GFI | -1.86% | $21.32B | +55.79% | 2.43% |
STG | -1.91% | $29.35M | -29.34% | 0.00% |
BCE | 1.94% | $20.14B | -32.54% | 11.12% |
VZ | -1.94% | $177.50B | +3.14% | 6.38% |
VHC | 1.95% | $41.33M | +42.48% | 0.00% |
DG | -1.97% | $24.79B | -13.55% | 2.08% |
KR | -2.06% | $47.46B | +44.38% | 1.80% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -27.65% | $23.68B | +32.82% | 1.11% |
ED | -17.00% | $35.46B | +9.73% | 3.41% |
CME | -14.89% | $98.32B | +39.53% | 3.88% |
K | -13.85% | $27.35B | +36.65% | 2.88% |
AWK | -10.45% | $26.99B | +7.08% | 2.26% |
LITB | -6.44% | $20.78M | -78.42% | 0.00% |
MO | -5.76% | $99.03B | +29.32% | 6.96% |
AEP | -5.47% | $54.67B | +15.91% | 3.57% |
CL | -5.06% | $71.15B | -10.57% | 2.28% |
VSTA | -4.30% | $344.87M | +42.86% | 0.00% |
SO | -4.19% | $99.30B | +15.77% | 3.20% |
DUK | -3.73% | $90.36B | +15.57% | 3.59% |
MKTX | -3.51% | $8.27B | +10.45% | 1.36% |
EXC | -3.11% | $42.92B | +22.51% | 3.65% |
KMB | -3.09% | $42.09B | -8.98% | 3.89% |
AMT | -3.09% | $101.83B | +11.37% | 3.04% |
COR | -2.87% | $57.48B | +30.10% | 0.73% |
VSA | -2.87% | $8.71M | -18.97% | 0.00% |
TEF | -2.64% | $29.29B | +20.42% | 6.24% |
HUSA | -2.52% | $22.74M | +2.76% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
SNV | 82.28% | $7.17B | +35.89% | 2.98% |
WTFC | 81.71% | $8.31B | +29.79% | 1.53% |
ITT | 81.43% | $12.40B | +23.53% | 0.85% |
ASB | 81.29% | $4.07B | +20.99% | 3.70% |
KN | 81.08% | $1.56B | +6.67% | 0.00% |
PNFP | 80.98% | $8.47B | +41.37% | 0.84% |
HWC | 80.97% | $4.92B | +23.87% | 2.94% |
FBK | 80.68% | $2.07B | +19.70% | 1.58% |
EVR | 80.66% | $10.50B | +37.46% | 1.18% |
UMBF | 80.37% | $8.06B | +29.33% | 1.49% |
ONB | 80.34% | $7.93B | +28.09% | 2.61% |
FNB | 80.04% | $5.23B | +9.74% | 3.28% |
NPO | 79.78% | $4.03B | +32.82% | 0.63% |
HBAN | 79.62% | $24.24B | +30.20% | 3.73% |
SSB | 79.37% | $9.33B | +23.37% | 2.34% |
BN | 79.31% | $100.70B | +47.02% | 0.55% |
TRMK | 79.25% | $2.20B | +24.46% | 2.57% |
PIPR | 79.20% | $4.98B | +28.59% | 0.92% |
MC | 79.17% | $4.67B | +15.20% | 3.96% |
ABCB | 79.13% | $4.47B | +31.98% | 1.08% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
BTAL | -71.80% | $285.39M | 1.43% | |
VIXY | -70.81% | $167.37M | 0.85% | |
TAIL | -69.58% | $99.70M | 0.59% | |
IVOL | -37.15% | $350.92M | 1.02% | |
XONE | -28.61% | $630.58M | 0.03% | |
SPTS | -25.46% | $5.75B | 0.03% | |
FXY | -24.25% | $833.95M | 0.4% | |
UTWO | -22.75% | $373.94M | 0.15% | |
SCHO | -22.05% | $11.00B | 0.03% | |
VGSH | -21.75% | $22.70B | 0.03% | |
FTSD | -21.69% | $231.45M | 0.25% | |
IBTG | -20.10% | $1.92B | 0.07% | |
IBTH | -18.77% | $1.59B | 0.07% | |
BILS | -17.89% | $3.90B | 0.1356% | |
IBTI | -17.48% | $1.05B | 0.07% | |
XHLF | -15.90% | $1.71B | 0.03% | |
ULST | -15.13% | $670.27M | 0.2% | |
IBTJ | -14.14% | $683.74M | 0.07% | |
IEI | -13.68% | $15.37B | 0.15% | |
STPZ | -12.47% | $449.05M | 0.2% |
IWC - iShares Micro Cap ETF and ISCG - iShares Morningstar Small Cap Growth ETF have a 162 holding overlap. Which accounts for a 5.6% overlap.
Number of overlapping holdings
162
% of overlapping holdings
5.58%
Name | Weight in IWC | Weight in ISCG |
---|---|---|
![]() ARCHER AVIATION | 0.98% | 0.18% |
0.77% | 0.14% | |
0.72% | 0.10% | |
0.66% | 0.11% | |
0.66% | 0.11% | |
0.65% | 0.16% | |
0.60% | 0.10% | |
0.58% | 0.04% | |
0.55% | 0.05% | |
0.54% | 0.12% |
iShares Micro Cap ETF - IWC is made up of 1391 holdings. iShares Morningstar Small Cap Growth ETF - ISCG is made up of 946 holdings.
Name | Weight |
---|---|
0.98% | |
0.77% | |
0.72% | |
![]() | 0.66% |
0.66% | |
0.65% | |
![]() | 0.60% |
![]() | 0.58% |
0.55% | |
![]() | 0.54% |
0.54% | |
0.52% | |
0.50% | |
0.49% | |
0.49% | |
0.48% | |
![]() | 0.46% |
![]() | 0.45% |
0.42% | |
0.42% | |
0.41% | |
0.39% | |
0.37% | |
0.36% | |
![]() | 0.35% |
0.35% | |
0.35% | |
![]() | 0.35% |
0.35% | |
0.34% |
Name | Weight |
---|---|
0.58% | |
0.55% | |
![]() | 0.53% |
0.52% | |
![]() | 0.52% |
0.52% | |
0.51% | |
0.51% | |
0.50% | |
0.48% | |
0.48% | |
0.47% | |
![]() | 0.47% |
0.47% | |
0.47% | |
0.47% | |
![]() | 0.46% |
![]() | 0.46% |
![]() | 0.44% |
![]() | 0.44% |
![]() | 0.42% |
0.42% | |
0.42% | |
![]() | 0.42% |
0.42% | |
0.41% | |
0.41% | |
![]() | 0.40% |
0.40% | |
0.38% |