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MMID vs IMCB

MFS Active Mid Cap ETF vs iShares Morningstar Mid-Cap ETF

MMID

MFS Active Mid Cap ETF

MFS

Annual cost

0.59%

Fund size

$34M

IMCB

iShares Morningstar Mid-Cap ETF

iShares

Annual cost

0.04%

Fund size

$1.6B

Key differences

  • IMCB costs 0.55% less per year.
  • IMCB is significantly larger than MMID — larger funds tend to be more liquid and less likely to close.
  • MMID follows a active selection strategy; IMCB uses index tracking.
  • IMCB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MMIDIMCB
Annual cost (TER)0.59%0.04%
Fund size (AUM)$34M$1.6B
Since20252004
Dividend yield1.27%
Asset classequityequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+22.1%
CAGR 3YN/A+17.6%
CAGR 5YN/A+8.7%
Sharpe 3YN/A0.91
Volatility 1Y12.83%
Max drawdown-7.93%-40.99%

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

Similar to MMID and IMCB