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IWCvsXJRETF Comparison

ETF 1

IWC

iShares Micro-Cap ETF

This fund is part of

US Small Cap

+0.43%

Full IWC fund page

VS

ETF 2

XJR

iShares ESG Select Screened S&P Small-Cap ETF

This fund is part of

US Small Cap

+0.43%

Full XJR fund page

iShares Micro-Cap ETF (IWC) and iShares ESG Select Screened S&P Small-Cap ETF (XJR) belong to the same industry segment: US Small Cap. IWC's top 3 sector exposures are Health Care, Information Technology and Financials. In contrast, XJR's top sector exposures are Financials, Industrials and Information Technology. IWC is more expensive with a Total Expense Ratio (TER) of 0.6%, versus 0.12% for XJR. IWC is up 21.44% year-to-date (YTD) with +$121M in YTD flows. XJR performs worse with 19.97% YTD performance, and +$18M in YTD flows. Run a side-by-side ETF comparison of IWC and XJR below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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IWC vs XJR performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 06/15/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	IWC XJR	+5.29%+8.15%	+17.95%+18.32%	+21.44%+19.97%	+55.28%+33.28%	+77.15%+51.39%	+31.64%+34.97%
Flows	IWC XJR	+$10M-	-$6M+$5M	+$121M+$18M	+$191M+$14M	-$22M+$60M	-$92M+$100M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	IWC XJR	+27.95%+18.67%	+24.50%+18.01%	+24.46%+20.38%	+24.62%+21.45%
Max drawdown	IWC XJR	-6.12%-4.27%	-12.28%-9.43%	-29.17%-27.00%	-40.55%-27.00%
Max drawdown duration	IWC XJR	13d16d	82d62d	233d409d	1409d409d

Trading data

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	IWC	XJR
Last sale 6/15/2026 at 1:30 PM	$191.02	$50.78
Previous close 06/15/2026	$189.28	$50.95
Consolidated volume 06/15/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of May 29, 2026

1-year trailing difference

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	IWC	XJR
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 6/15/2026 at 1:30 PM

Live

Closed

	IWC	XJR
Last price	$191.02	$50.78
1D performance	+0.92%	-0.35%
AuM	$1.45 B	$144.83 M
E/R	0.6%	0.12%

Characteristics

	IWC	XJR
Management strategy	Passive	Passive
Provider	iShares	iShares
Benchmark	Russell Microcap Index	S&P SmallCap 600 Sustainability Screened Index
N° of holdings	953	515
Asset class	Equities	Equities
Trailing 12m distribution yield	Join	Join
Inception date	August 12, 2005	September 22, 2020
ESG	No	Yes

More IWC data on Trackinsight

More XJR data on Trackinsight

Exposure

Countries

IWC

USA

93.79%

Other

6.21%

XJR

USA

97.71%

Other

2.29%

Sectors

IWC

Health Care

19.1%

Information Techn.

18.5%

Financials

15.89%

Industrials

10.16%

Other

36.35%

XJR

Financials

17.48%

Industrials

16.43%

Information Techn.

15.98%

Consumer Discreti.

13.88%

Health Care

10.73%

Other

25.5%

Diversification

IWC

Total weight of top 15 holdings out of 15

15.36%

XJR

Total weight of top 15 holdings out of 15

10.24%

Top 15 holdings

Data as of April 30, 2026

IWC

APPLIED OPTOEL/D

2.03%

US74006W2070

1.54%

APPLIED BLOCKCHAIN

1.52%

TERAWULF INC

1.40%

CIPHER MINING INC

1.07%

COGENT BIOSCIENCES

0.96%

ENERGY FUELS

0.95%

TERNS PHARMACEUTICALS

0.95%

AXT

0.89%

CELCUITY INC

0.79%

TUTOR PERINI

0.77%

CENTRUS ENERGY CORP

0.66%

NAVITAS SEMICONDUCTOR CORP

0.63%

NLIGHT INC

0.62%

US2528281080

0.59%

XJR

US0669224778

1.32%

VIAVI SOLUTIONS INC

0.83%

SANMINA CORP

0.82%

FORMFACTOR

0.72%

PRIMORIS SERVICES

0.67%

SEMTECH

0.67%

ELEMENT SOLUTIONS INC

0.67%

VIASAT

0.62%

ESCO TECHNOLOGIES

0.58%

LUMEN TECHNOLOGIES INC

0.57%

GLAUKOS

0.57%

JACKSON FINANCIAL INC

0.56%

LKQ

0.56%

QORVO INC.

0.55%

POWELL INDUSTRIES

0.54%

Frequently asked questions about IWC and XJR

How have the IWC and XJR ETFs performed in 2026?

As of June 15, 2026, IWC is up 21.44% year-to-date (YTD), while XJR has returned 19.97%. That puts IWC better performer ahead so far this year.

Which ETF is attracting more investor money: IWC or XJR?

Year-to-date, the IWC ETF saw +$121M in flows, compared to +$18M for XJR.

Which ETF is more volatile: IWC or XJR?

Over the past year, IWC had a volatility of 24.5%, while XJR experienced 18.01%.

Which ETF is bigger: IWC or XJR?

As of June 15, 2026, IWC holds $1.45 B in assets under management (AUM), while XJR manages $144.83 M.

What sectors do the IWC and XJR ETFs invest in?

IWC leans toward sectors like Health Care, Information Technology and Financials. Meanwhile, XJR focuses on Financials, Industrials and Information Technology.

What are the top holdings of the IWC ETF and XJR ETF?

IWC top holdings include APPLIED OPTOEL/D, US74006W2070 and APPLIED BLOCKCHAIN. XJR holds in its top three: US0669224778, VIAVI SOLUTIONS INC and SANMINA CORP.

IWCvsXJRETF Comparison

iShares Micro-Cap ETF

iShares ESG Select Screened S&P Small-Cap ETF

IWC vs XJR performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the IWC and XJR ETFs performed in 2026?

As of June 15, 2026, IWC is up 21.44% year-to-date (YTD), while XJR has returned 19.97%. That puts IWC better performer ahead so far this year.

Which ETF is attracting more investor money: IWC or XJR?

Year-to-date, the IWC ETF saw +$121M in flows, compared to +$18M for XJR.

Which ETF is more volatile: IWC or XJR?

Over the past year, IWC had a volatility of 24.5%, while XJR experienced 18.01%.

Which ETF is bigger: IWC or XJR?

As of June 15, 2026, IWC holds $1.45 B in assets under management (AUM), while XJR manages $144.83 M.

What sectors do the IWC and XJR ETFs invest in?

IWC leans toward sectors like Health Care, Information Technology and Financials. Meanwhile, XJR focuses on Financials, Industrials and Information Technology.

What are the top holdings of the IWC ETF and XJR ETF?

IWC top holdings include APPLIED OPTOEL/D, US74006W2070 and APPLIED BLOCKCHAIN. XJR holds in its top three: US0669224778, VIAVI SOLUTIONS INC and SANMINA CORP.

Which ETF is more diversified: IWC or XJR?

IWC holds 1287 securities with 15.36% of its assets in the top 15. XJR has 547 securities and a top 15 weight of 10.24%.

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