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IMCB vs ISCV

iShares Morningstar Mid-Cap ETF vs iShares Morningstar Small-Cap Value ETF

IMCB

iShares Morningstar Mid-Cap ETF

iShares

Annual cost

0.04%

Fund size

$1.6B

ISCV

iShares Morningstar Small-Cap Value ETF

iShares

Annual cost

0.06%

Fund size

$651M

Key differences

  • Over the last 3 years, IMCB has delivered higher annualized returns.

Side-by-side comparison

IMCBISCV
Annual cost (TER)0.04%0.06%
Fund size (AUM)$1.6B$651M
Since20042004
Dividend yield1.27%1.90%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.1%+29.2%
CAGR 3Y+17.6%+16.4%
CAGR 5Y+8.7%+6.7%
Sharpe 3Y0.910.69
Volatility 1Y12.83%16.48%
Max drawdown-40.99%-51.56%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IMCB and ISCV