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ESUM vs IMCV

Strategy Shares - Eventide US Market ETF vs iShares Morningstar Mid-Cap Value ETF

ESUM

Strategy Shares - Eventide US Market ETF

Annual cost

Fund size

IMCV

iShares Morningstar Mid-Cap Value ETF

iShares

Annual cost

0.06%

Fund size

$1.0B

Side-by-side comparison

ESUMIMCV
Annual cost (TER)0.06%
Fund size (AUM)$1.0B
Since2004
Dividend yield1.96%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+19.2%+24.5%
CAGR 3YN/A+16.7%
CAGR 5YN/A+8.8%
Sharpe 3YN/A0.91
Volatility 1Y13.11%11.83%
Max drawdown-17.70%-46.33%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to ESUM and IMCV