ILCB vs. IQM
Compare and contrast key facts about iShares Morningstar U.S. Equity ETF (ILCB) and Franklin Intelligent Machines ETF (IQM).
ILCB and IQM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ILCB is a passively managed fund by iShares that tracks the performance of the Morningstar US Large-Mid Cap Index. It was launched on Jun 28, 2004. IQM is an actively managed fund by Franklin Templeton. It was launched on Feb 25, 2020.
Performance
ILCB vs. IQM - Performance Comparison
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ILCB vs. IQM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ILCB iShares Morningstar U.S. Equity ETF | -3.86% | 17.70% | 24.96% | 26.91% | -19.48% | 24.07% | 28.99% |
IQM Franklin Intelligent Machines ETF | 3.20% | 30.76% | 31.03% | 41.06% | -33.36% | 25.18% | 78.48% |
Returns By Period
In the year-to-date period, ILCB achieves a -3.86% return, which is significantly lower than IQM's 3.20% return.
ILCB
- 1D
- 0.75%
- 1M
- -4.34%
- YTD
- -3.86%
- 6M
- -1.82%
- 1Y
- 18.13%
- 3Y*
- 18.59%
- 5Y*
- 11.32%
- 10Y*
- 13.57%
IQM
- 1D
- 1.99%
- 1M
- -3.98%
- YTD
- 3.20%
- 6M
- 2.05%
- 1Y
- 57.05%
- 3Y*
- 26.96%
- 5Y*
- 15.40%
- 10Y*
- —
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ILCB vs. IQM - Expense Ratio Comparison
ILCB has a 0.03% expense ratio, which is lower than IQM's 0.50% expense ratio.
Return for Risk
ILCB vs. IQM — Risk / Return Rank
ILCB
IQM
ILCB vs. IQM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar U.S. Equity ETF (ILCB) and Franklin Intelligent Machines ETF (IQM). 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.
| ILCB | IQM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 1.72 | -0.73 |
Sortino ratioReturn per unit of downside risk | 1.51 | 2.33 | -0.82 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.33 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.53 | 4.00 | -2.47 |
Martin ratioReturn relative to average drawdown | 7.14 | 12.47 | -5.33 |
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
| ILCB | IQM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 1.72 | -0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.54 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.78 | -0.19 |
Correlation
The correlation between ILCB and IQM is 0.85, 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
ILCB vs. IQM - Dividend Comparison
ILCB's dividend yield for the trailing twelve months is around 1.12%, while IQM has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ILCB iShares Morningstar U.S. Equity ETF | 1.12% | 1.11% | 1.19% | 1.43% | 1.65% | 1.16% | 1.26% | 2.25% | 2.17% | 1.81% | 1.97% | 2.44% |
IQM Franklin Intelligent Machines ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.17% | 0.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ILCB vs. IQM - Drawdown Comparison
The maximum ILCB drawdown since its inception was -51.53%, which is greater than IQM's maximum drawdown of -44.91%. Use the drawdown chart below to compare losses from any high point for ILCB and IQM.
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Drawdown Indicators
| ILCB | IQM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.53% | -44.91% | -6.62% |
Max Drawdown (1Y)Largest decline over 1 year | -12.07% | -14.71% | +2.64% |
Max Drawdown (5Y)Largest decline over 5 years | -25.47% | -44.91% | +19.44% |
Max Drawdown (10Y)Largest decline over 10 years | -35.30% | — | — |
Current DrawdownCurrent decline from peak | -5.74% | -6.86% | +1.12% |
Average DrawdownAverage peak-to-trough decline | -6.28% | -12.55% | +6.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 4.72% | -2.13% |
Volatility
ILCB vs. IQM - Volatility Comparison
The current volatility for iShares Morningstar U.S. Equity ETF (ILCB) is 5.37%, while Franklin Intelligent Machines ETF (IQM) has a volatility of 12.71%. This indicates that ILCB experiences smaller price fluctuations and is considered to be less risky than IQM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ILCB | IQM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.37% | 12.71% | -7.34% |
Volatility (6M)Calculated over the trailing 6-month period | 9.65% | 23.53% | -13.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.42% | 33.40% | -14.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.13% | 28.67% | -11.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.14% | 30.73% | -12.59% |