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SMCP vs IMCB

Smart Mid Cap Etf vs iShares Morningstar Mid-Cap ETF

SMCP

SMART Mid Cap ETF

Annual cost

Fund size

IMCB

iShares Morningstar Mid-Cap ETF

iShares

Annual cost

0.04%

Fund size

$1.6B

Key differences

  • SMCP follows a active selection strategy; IMCB uses index tracking.

Side-by-side comparison

SMCPIMCB
Annual cost (TER)0.04%
Fund size (AUM)$1.6B
Since2004
Dividend yield1.27%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+23.8%
CAGR 3YN/A+17.7%
CAGR 5YN/A+9.1%
Sharpe 3YN/A0.92
Volatility 1Y12.83%
Max drawdown-4.57%-40.99%

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

Similar to SMCP and IMCB