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IBAT vs IMCV
iShares Energy Storage & Materials ETF vs iShares Morningstar Mid-Cap Value ETF
Key differences
- IMCV costs 0.41% less per year.
- IMCV is significantly larger than IBAT — larger funds tend to be more liquid and less likely to close.
- IBAT covers global markets; IMCV covers north america.
- IMCV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IBAT | IMCV | |
|---|---|---|
| Annual cost (TER) | 0.47% | 0.06% |
| Fund size (AUM) | $65M | $1.0B |
| Since | 2024 | 2004 |
| Dividend yield | 0.77% | 1.96% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +125.9% | +25.3% |
| CAGR 3Y | N/A | +16.7% |
| CAGR 5Y | N/A | +9.3% |
| Sharpe 3Y | N/A | 0.91 |
| Volatility 1Y | 26.23% | 11.83% |
| Max drawdown | -28.26% | -46.33% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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