Screener
FDRS vs IMCV
Corgi ETF Trust I vs iShares Morningstar Mid-Cap Value ETF
Key differences
- IMCV costs 0.43% less per year.
- IMCV is significantly larger than FDRS — larger funds tend to be more liquid and less likely to close.
- FDRS is classified as alternative, while IMCV is equity — different risk/return profiles.
- FDRS follows a leveraged strategy; IMCV uses index tracking.
- IMCV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FDRS | IMCV | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.06% |
| Fund size (AUM) | $77M | $1.0B |
| Since | 2025 | 2004 |
| Dividend yield | — | 1.96% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | leveraged | index tracking |
| CAGR 1Y | N/A | +25.3% |
| CAGR 3Y | N/A | +16.7% |
| CAGR 5Y | N/A | +9.3% |
| Sharpe 3Y | N/A | 0.91 |
| Volatility 1Y | — | 11.83% |
| Max drawdown | -21.64% | -46.33% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to FDRS and IMCV
Explore further