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IMCV vs ILCB

iShares Morningstar Mid-Cap Value ETF vs iShares Morningstar U.S. Equity ETF

IMCV

iShares Morningstar Mid-Cap Value ETF

iShares

Annual cost

0.06%

Fund size

$1.0B

ILCB

iShares Morningstar U.S. Equity ETF

iShares

Annual cost

0.03%

Fund size

$1.2B

Key differences

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

Side-by-side comparison

IMCVILCB
Annual cost (TER)0.06%0.03%
Fund size (AUM)$1.0B$1.2B
Since20042004
Dividend yield1.96%1.02%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.5%+29.2%
CAGR 3Y+16.7%+23.4%
CAGR 5Y+8.8%+13.6%
Sharpe 3Y0.911.24
Volatility 1Y11.83%12.15%
Max drawdown-46.33%-35.30%

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

Similar to IMCV and ILCB