ETHO vs. IMCB
Compare and contrast key facts about Amplify Etho Climate Leadership U.S. ETF (ETHO) and iShares Morningstar Mid-Cap ETF (IMCB).
ETHO and IMCB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ETHO is a passively managed fund by Amplify that tracks the performance of the Etho Climate Leadership Index. It was launched on Nov 18, 2015. IMCB is a passively managed fund by iShares that tracks the performance of the IMCB-US - Morningstar U.S. Mid Cap Index. It was launched on Jun 28, 2004. Both ETHO and IMCB are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
ETHO vs. IMCB - Performance Comparison
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ETHO vs. IMCB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
ETHO Amplify Etho Climate Leadership U.S. ETF | 1.19% | 10.23% | 8.17% |
IMCB iShares Morningstar Mid-Cap ETF | 1.14% | 10.25% | 15.17% |
Returns By Period
The year-to-date returns for both stocks are quite close, with ETHO having a 1.19% return and IMCB slightly lower at 1.14%.
ETHO
- 1D
- 3.33%
- 1M
- -4.63%
- YTD
- 1.19%
- 6M
- 4.63%
- 1Y
- 21.18%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IMCB
- 1D
- 2.52%
- 1M
- -5.47%
- YTD
- 1.14%
- 6M
- 1.17%
- 1Y
- 14.21%
- 3Y*
- 12.90%
- 5Y*
- 7.16%
- 10Y*
- 10.27%
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ETHO vs. IMCB - Expense Ratio Comparison
ETHO has a 0.45% expense ratio, which is higher than IMCB's 0.04% expense ratio.
Return for Risk
ETHO vs. IMCB — Risk / Return Rank
ETHO
IMCB
ETHO vs. IMCB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amplify Etho Climate Leadership U.S. ETF (ETHO) and iShares Morningstar Mid-Cap ETF (IMCB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ETHO | IMCB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 0.79 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.22 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.17 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.16 | +0.36 |
Martin ratioReturn relative to average drawdown | 6.41 | 5.35 | +1.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ETHO | IMCB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 0.79 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.41 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.52 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.48 | -0.01 |
Correlation
The correlation between ETHO and IMCB is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ETHO vs. IMCB - Dividend Comparison
ETHO's dividend yield for the trailing twelve months is around 0.85%, less than IMCB's 1.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ETHO Amplify Etho Climate Leadership U.S. ETF | 0.85% | 0.86% | 0.69% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IMCB iShares Morningstar Mid-Cap ETF | 1.38% | 1.42% | 1.43% | 1.55% | 1.70% | 1.08% | 1.12% | 1.32% | 1.80% | 1.31% | 1.79% | 1.47% |
Drawdowns
ETHO vs. IMCB - Drawdown Comparison
The maximum ETHO drawdown since its inception was -25.50%, smaller than the maximum IMCB drawdown of -58.80%. Use the drawdown chart below to compare losses from any high point for ETHO and IMCB.
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Drawdown Indicators
| ETHO | IMCB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.50% | -58.80% | +33.30% |
Max Drawdown (1Y)Largest decline over 1 year | -14.03% | -12.92% | -1.11% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.15% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.99% | — |
Current DrawdownCurrent decline from peak | -6.23% | -5.73% | -0.50% |
Average DrawdownAverage peak-to-trough decline | -4.78% | -7.79% | +3.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.32% | 2.79% | +0.53% |
Volatility
ETHO vs. IMCB - Volatility Comparison
Amplify Etho Climate Leadership U.S. ETF (ETHO) has a higher volatility of 7.65% compared to iShares Morningstar Mid-Cap ETF (IMCB) at 5.32%. This indicates that ETHO's price experiences larger fluctuations and is considered to be riskier than IMCB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ETHO | IMCB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.65% | 5.32% | +2.33% |
Volatility (6M)Calculated over the trailing 6-month period | 13.40% | 9.96% | +3.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.43% | 17.98% | +4.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.61% | 17.57% | +2.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.61% | 19.63% | -0.02% |