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MVAL vs IMCV
VanEck Morningstar Wide Moat Value ETF vs iShares Morningstar Mid-Cap Value ETF
Key differences
Both MVAL and IMCV are equity ETFs. MVAL charges 0.50% a year and IMCV 0.06%. The main difference: IMCV costs 0.44% less per year.
- IMCV costs 0.44% less per year.
- IMCV is much larger than MVAL. Larger funds are usually more liquid and less likely to close.
- IMCV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MVAL | IMCV | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.06% |
| Fund size (AUM) | $2M | $1.0B |
| Since | 2024 | 2004 |
| Dividend yield | 1.76% | 1.95% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +15.1% | +24.5% |
| CAGR 3Y | N/A | +18.1% |
| CAGR 5Y | N/A | +9.0% |
| Sharpe 3Y | N/A | 0.99 |
| Volatility 1Y | 13.74% | 11.65% |
| Max drawdown | -19.56% | -46.33% |
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