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SMOT vs IMCV
VanEck Morningstar SMID Moat ETF vs iShares Morningstar Mid-Cap Value ETF
Key differences
Both SMOT and IMCV are equity ETFs. SMOT charges 0.49% a year and IMCV 0.06%. The main difference: IMCV costs 0.43% less per year.
- IMCV costs 0.43% less per year.
- IMCV is much larger than SMOT. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IMCV has delivered higher annualized returns.
- IMCV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMOT | IMCV | |
|---|---|---|
| Annual cost (TER) | 0.49% | 0.06% |
| Fund size (AUM) | $334M | $1.0B |
| Since | 2022 | 2004 |
| Dividend yield | 1.30% | 1.95% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +15.7% | +24.5% |
| CAGR 3Y | +13.0% | +18.1% |
| CAGR 5Y | N/A | +9.0% |
| Sharpe 3Y | 0.58 | 0.99 |
| Volatility 1Y | 14.29% | 11.65% |
| Max drawdown | -23.36% | -46.33% |
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