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IYY vs IMCB

iShares Dow Jones U.S. ETF vs iShares Morningstar Mid-Cap ETF

IYY

iShares Dow Jones U.S. ETF

iShares

Annual cost

0.20%

Fund size

$2.9B

IMCB

iShares Morningstar Mid-Cap ETF

iShares

Annual cost

0.04%

Fund size

$1.6B

Key differences

  • IMCB costs 0.16% less per year.
  • Over the last 3 years, IYY has delivered higher annualized returns.

Side-by-side comparison

IYYIMCB
Annual cost (TER)0.20%0.04%
Fund size (AUM)$2.9B$1.6B
Since20002004
Dividend yield0.91%1.27%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.8%+22.1%
CAGR 3Y+22.8%+17.6%
CAGR 5Y+13.0%+8.7%
Sharpe 3Y1.210.91
Volatility 1Y12.15%12.83%
Max drawdown-34.90%-40.99%

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

Similar to IYY and IMCB