Screener
FMCE vs IMCV
FM Compounders Equity ETF vs iShares Morningstar Mid-Cap Value ETF
Key differences
Both FMCE and IMCV are equity ETFs. FMCE charges 0.72% a year and IMCV 0.06%. The main difference: FMCE follows a active selection strategy; IMCV uses index tracking.
- FMCE follows a active selection strategy; IMCV uses index tracking.
- IMCV costs 0.66% less per year.
- IMCV is much larger than FMCE. Larger funds are usually more liquid and less likely to close.
- IMCV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FMCE | IMCV | |
|---|---|---|
| Annual cost (TER) | 0.72% | 0.06% |
| Fund size (AUM) | $68M | $1.0B |
| Since | 2024 | 2004 |
| Dividend yield | 0.77% | 1.95% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +10.6% | +25.1% |
| CAGR 3Y | N/A | +16.6% |
| CAGR 5Y | N/A | +9.1% |
| Sharpe 3Y | N/A | 0.90 |
| Volatility 1Y | 12.61% | 11.75% |
| Max drawdown | -11.69% | -46.33% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.