Re: Who is having success with smallcaps?

Investment Strategies / Mechanical Investing

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No. of Recommendations: 2

Compare                        
Basic facts and Performance    
                               IWC                    IWM                       IWB
Name                           ISHARES MICRO-CAP ETF  ISHARES RUSSELL 2000 ETF  ISHARES RUSSELL 1000 ETF
Issue type                     ETF                    ETF                       ETF
Market price                                 $112.11                   $197.04                   $259.95
                               Dec-15-2023            Dec-15-2023               Dec-15-2023
Expense as of date             Aug-1-2023             Aug-1-2023                Aug-1-2023
ETP type                       ETF                    ETF                       ETF
 
Schedule K-1                   No                     No                        No
Asset class                    U.S. Equity            U.S. Equity               U.S. Equity
 
Market total return (YTD)                     -4.63%                     4.20%                    20.39%
                               Nov-30-2023            Nov-30-2023               Nov-30-2023
Market total return (1 year)                  -8.34%                    -2.60%                    13.46%
                               Nov-30-2023            Nov-30-2023               Nov-30-2023
Market total return (3 years)                 -1.66%                     1.03%                     8.56%
                               Nov-30-2023            Nov-30-2023               Nov-30-2023
 
Net expense ratio                              0.60%                     0.19%                     0.15%
                               Aug-1-2023             Aug-1-2023                Aug-1-2023
 
Tracking error                                 15.35                      11.7                      0.93
Efficiency                     --                     --                        --
Concentration risk                              6.72                      3.39                     28.72

GD_

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