Screener
EVLU vs IMCB
iShares MSCI Emerging Markets Value Factor ETF vs iShares Morningstar Mid-Cap ETF
Key differences
- IMCB costs 0.31% less per year.
- IMCB is significantly larger than EVLU — larger funds tend to be more liquid and less likely to close.
- IMCB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EVLU | IMCB | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.04% |
| Fund size (AUM) | $13M | $1.6B |
| Since | 2024 | 2004 |
| Dividend yield | 4.54% | 1.27% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +59.9% | +22.1% |
| CAGR 3Y | N/A | +17.6% |
| CAGR 5Y | N/A | +8.7% |
| Sharpe 3Y | N/A | 0.91 |
| Volatility 1Y | 18.33% | 12.83% |
| Max drawdown | -17.17% | -40.99% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to EVLU and IMCB
Explore further