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Investment Strategies / Mechanical Investing
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Author: mapg   😊 😞
Number: of 3959 
Subject: Re: Who is having success with smallcaps?
Date: 12/18/2023 9:14 AM
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No. of Recommendations: 2
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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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