Screener
VLUE vs IMTM
iShares MSCI USA Value Factor ETF vs iShares MSCI Intl Momentum Factor ETF
Key differences
- VLUE costs 0.15% less per year.
- VLUE is significantly larger than IMTM — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, VLUE has delivered higher annualized returns.
Side-by-side comparison
| VLUE | IMTM | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.30% |
| Fund size (AUM) | $12.0B | $3.9B |
| Since | 2013 | 2015 |
| Dividend yield | 1.70% | 2.13% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +88.7% | +25.2% |
| CAGR 3Y | +33.0% | +20.5% |
| CAGR 5Y | +16.3% | +10.5% |
| Sharpe 3Y | 1.60 | 0.99 |
| Volatility 1Y | 17.28% | 17.12% |
| Max drawdown | -39.47% | -30.68% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to VLUE and IMTM
Explore further