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IMCB vs IYLD
iShares Morningstar Mid-Cap ETF vs iShares Morningstar Multi-Asset Income ETF
Key differences
IMCB is an equity ETF, while IYLD is a mixed asset ETF. IMCB charges 0.04% a year and IYLD 0.50%.
- IMCB is an equity fund, while IYLD is a mixed asset fund. They carry different risk/return profiles.
- IMCB follows a index tracking strategy; IYLD uses active selection.
- IMCB costs 0.46% less per year.
- IMCB is much larger than IYLD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IMCB has delivered higher annualized returns.
- IMCB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IMCB | IYLD | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.50% |
| Fund size (AUM) | $1.6B | $128M |
| Since | 2004 | 2012 |
| Dividend yield | 1.23% | 4.56% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +21.6% | +13.1% |
| CAGR 3Y | +18.5% | +11.0% |
| CAGR 5Y | +8.6% | +3.4% |
| Sharpe 3Y | 0.96 | 1.11 |
| Volatility 1Y | 12.96% | 5.82% |
| Max drawdown | -40.99% | -30.23% |
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