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IMCV vs IMCG
iShares Morningstar Mid-Cap Value ETF vs iShares Morningstar Mid-Cap Growth ETF
Key differences
- IMCG is significantly larger than IMCV — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, IMCG has delivered higher annualized returns.
Side-by-side comparison
| IMCV | IMCG | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.06% |
| Fund size (AUM) | $1.0B | $3.5B |
| Since | 2004 | 2004 |
| Dividend yield | 1.96% | 0.71% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +24.5% | +20.2% |
| CAGR 3Y | +16.7% | +18.4% |
| CAGR 5Y | +8.8% | +8.3% |
| Sharpe 3Y | 0.91 | 0.86 |
| Volatility 1Y | 11.83% | 15.45% |
| Max drawdown | -46.33% | -35.08% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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