Screener
IMCG vs TMFM
iShares Morningstar Mid-Cap Growth ETF vs Motley Fool Mid-Cap Growth ETF
Key differences
- IMCG costs 0.79% less per year.
- IMCG is significantly larger than TMFM — larger funds tend to be more liquid and less likely to close.
- IMCG follows a index tracking strategy; TMFM uses active selection.
- Over the last 3 years, IMCG has delivered higher annualized returns.
- IMCG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IMCG | TMFM | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.85% |
| Fund size (AUM) | $3.5B | $117M |
| Since | 2004 | 2014 |
| Dividend yield | 0.71% | 0.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +22.2% | -19.6% |
| CAGR 3Y | +18.5% | +2.5% |
| CAGR 5Y | +8.7% | N/A |
| Sharpe 3Y | 0.87 | 0.03 |
| Volatility 1Y | 15.51% | 17.99% |
| Max drawdown | -35.08% | -31.75% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to IMCG and TMFM
Explore further