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IMCBiShares Morningstar Mid-Cap ETF

Grow my money#215 of 2944 for Grow my money

Seeks to track the investment results of an index composed of mid-capitalization U.S. equities.

iShares · Since 2004 (21 years)

Annual Cost

0.04%

#94 out of 5,332 ETFs

Fund Size

$1.4B

#814 out of 5,332 ETFs

Dividend Yield

1.38%

Track Record

21 years

#201 out of 5,332 ETFs

Performance

1 Year

+25.5%

3 Years

+17.2%

5 Years

+8.0%

What's inside

Asset class
Strategy
index tracking
Cap
mid

Asset allocation

Stocks
99.8%
Cash
0.2%

Sector breakdown

Industrials
18.6%
Technology
17.0%
Financial Services
12.5%
Consumer Cyclical
9.7%
Healthcare
8.9%
Energy
7.9%
Utilities
6.9%
Basic Materials
5.7%
Other
12.7%

Top holdings

Newmont CorpNEM0.9%
Corning IncGLW0.8%
Vertiv Holdings Co Class AVRT0.7%
Western Digital CorpWDC0.7%
Howmet Aerospace IncHWM0.7%
SanDisk Corp Ordinary SharesSNDK0.7%
Williams Companies IncWMB0.7%
Seagate Technology Holdings PLCSTX0.7%
Marvell Technology IncMRVL0.7%
Freeport-McMoRan IncFCX0.6%

Risk profile

Volatility (1Y)

13.2%

Moderate

Max drawdown

-41.0%

Worst peak-to-trough loss

Sharpe (3Y)

0.89

Decent risk-adjusted returns

Sortino (3Y)

1.31

Good downside protection

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Data updated on 2026-05-05