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TMSL vs IMCB

T. Rowe Price Small-Mid Cap ETF vs iShares Morningstar Mid-Cap ETF

TMSL

T. Rowe Price Small-Mid Cap ETF

Annual cost

0.55%

Fund size

$2.4B

IMCB

iShares Morningstar Mid-Cap ETF

Annual cost

0.04%

Fund size

$1.6B

Key differences

Both TMSL and IMCB are equity ETFs. TMSL charges 0.55% a year and IMCB 0.04%. The main difference: IMCB costs 0.51% less per year.

  • IMCB costs 0.51% less per year.
  • IMCB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TMSLIMCB
Annual cost (TER)0.55%0.04%
Fund size (AUM)$2.4B$1.6B
Since20232004
Dividend yield0.49%1.23%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.4%+21.6%
CAGR 3YN/A+18.5%
CAGR 5YN/A+8.6%
Sharpe 3YN/A0.96
Volatility 1Y17.59%12.96%
Max drawdown-24.39%-40.99%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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