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ISCB vs IMCG

iShares Morningstar Small-Cap ETF vs iShares Morningstar Mid-Cap Growth ETF

ISCB

iShares Morningstar Small-Cap ETF

iShares

Annual cost

0.04%

Fund size

$269M

IMCG

iShares Morningstar Mid-Cap Growth ETF

iShares

Annual cost

0.06%

Fund size

$3.5B

Key differences

  • IMCG is significantly larger than ISCB — 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

ISCBIMCG
Annual cost (TER)0.04%0.06%
Fund size (AUM)$269M$3.5B
Since20042004
Dividend yield1.29%0.71%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.8%+20.2%
CAGR 3Y+17.1%+18.4%
CAGR 5Y+5.9%+8.3%
Sharpe 3Y0.720.86
Volatility 1Y16.63%15.45%
Max drawdown-44.18%-35.08%

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

Similar to ISCB and IMCG