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FEMV vs IMCB

Fidelity Enhanced Mid Cap Value ETF vs iShares Morningstar Mid-Cap ETF

FEMV

Fidelity Enhanced Mid Cap Value ETF

Annual cost

Fund size

IMCB

iShares Morningstar Mid-Cap ETF

Annual cost

0.04%

Fund size

$1.6B

Key differences

Both FEMV and IMCB are equity ETFs. The main difference: FEMV follows a index enhanced strategy; IMCB uses index tracking.

  • FEMV follows a index enhanced strategy; IMCB uses index tracking.

Side-by-side comparison

FEMVIMCB
Annual cost (TER)0.04%
Fund size (AUM)$1.6B
Since2004
Dividend yield1.23%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1YN/A+21.6%
CAGR 3YN/A+18.5%
CAGR 5YN/A+8.6%
Sharpe 3YN/A0.96
Volatility 1Y12.96%
Max drawdown-1.96%-40.99%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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