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IMCV vs SMOT
iShares Morningstar Mid-Cap Value ETF vs VanEck Morningstar SMID Moat ETF
Key differences
Both IMCV and SMOT are equity ETFs. IMCV charges 0.06% a year and SMOT 0.49%. The main difference: IMCV costs 0.43% less per year.
- IMCV costs 0.43% less per year.
- IMCV is much larger than SMOT. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IMCV has delivered higher annualized returns.
- IMCV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IMCV | SMOT | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.49% |
| Fund size (AUM) | $1.0B | $334M |
| Since | 2004 | 2022 |
| Dividend yield | 1.95% | 1.30% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +24.5% | +15.7% |
| CAGR 3Y | +18.1% | +13.0% |
| CAGR 5Y | +9.0% | N/A |
| Sharpe 3Y | 0.99 | 0.58 |
| Volatility 1Y | 11.65% | 14.29% |
| Max drawdown | -46.33% | -23.36% |
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