GRNJ vs. IMCB
GRNJ (Fundstrat Granny Shots US Small- & Mid-Cap ETF) and IMCB (iShares Morningstar Mid-Cap ETF) are both Mid Cap Blend Equities funds. GRNJ is actively managed, while IMCB is passively managed. A 0.79 correlation means they provide meaningful diversification when combined. GRNJ charges 0.75%/yr vs 0.04%/yr for IMCB.
Performance
GRNJ vs. IMCB - Performance Comparison
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Returns By Period
In the year-to-date period, GRNJ achieves a 16.81% return, which is significantly lower than IMCB's 18.09% return.
GRNJ
- 1D
- -0.88%
- 1M
- -4.62%
- 6M
- 8.17%
- YTD
- 16.81%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IMCB
- 1D
- 0.12%
- 1M
- 2.49%
- 6M
- 14.30%
- YTD
- 18.09%
- 1Y
- 22.51%
- 3Y*
- 16.47%
- 5Y*
- 9.18%
- 10Y*
- 11.34%
GRNJ vs. IMCB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
GRNJ Fundstrat Granny Shots US Small- & Mid-Cap ETF | 16.81% | 6.02% |
IMCB iShares Morningstar Mid-Cap ETF | 18.09% | 3.50% |
Correlation
The correlation between GRNJ and IMCB is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 18, 2025 | 0.79 |
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Return for Risk
GRNJ vs. IMCB — Risk / Return Rank
GRNJ
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IMCB
GRNJ vs. IMCB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fundstrat Granny Shots US Small- & Mid-Cap ETF (GRNJ) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| GRNJ | IMCB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.29 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.69 | — |
| Martin ratioReturn relative to average drawdown | — | 10.55 | — |
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Drawdowns
GRNJ vs. IMCB - Drawdown Comparison
The maximum GRNJ drawdown since its inception was -17.32%, smaller than the maximum IMCB drawdown of -58.80%. Use the drawdown chart below to compare losses from any high point for GRNJ and IMCB.
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Drawdown Indicators
| GRNJ | IMCB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.32% | -58.80% | +41.48% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.05% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -19.80% | — |
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 | -8.45% | -0.05% | -8.40% |
Average DrawdownAverage peak-to-trough decline | -4.27% | -7.70% | +3.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.05% | — |
Volatility
GRNJ vs. IMCB - Volatility Comparison
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Volatility by Period
| GRNJ | IMCB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.89% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 10.03% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 30.50% | 13.20% | +17.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.50% | 17.61% | +12.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.50% | 19.60% | +10.90% |
GRNJ vs. IMCB - Expense Ratio Comparison
GRNJ has a 0.75% expense ratio, which is higher than IMCB's 0.04% expense ratio.
Dividends
GRNJ vs. IMCB - Dividend Comparison
GRNJ has not paid dividends to shareholders, while IMCB's dividend yield for the trailing twelve months is around 1.21%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GRNJ Fundstrat Granny Shots US Small- & Mid-Cap ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IMCB iShares Morningstar Mid-Cap ETF | 1.21% | 1.42% | 1.43% | 1.55% | 1.70% | 1.08% | 1.12% | 1.32% | 1.80% | 1.31% | 1.79% | 1.47% |
Frequently Asked Questions
GRNJ and IMCB have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IMCB is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IMCB is cheaper with a 0.04% expense ratio, compared with 0.75% for GRNJ.
IMCB has the higher dividend yield at 1.21%, compared with 0.00% for GRNJ.
They also come from different issuers: Fundstrat and iShares. Their fees differ too: 0.75% for GRNJ and 0.04% for IMCB.
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