IMCB vs. QIDX
IMCB (iShares Morningstar Mid-Cap ETF) and QIDX (Indexperts Quality Earnings Focused ETF) are both exchange-traded funds - IMCB is a Mid Cap Blend Equities fund tracking the IMCB-US - Morningstar U.S. Mid Cap Index, while QIDX is a Quality Factor fund actively managed by Indexperts. IMCB is passively managed, while QIDX is actively managed. Over the past year, IMCB returned 23.21% vs 14.22% for QIDX. Their correlation of 0.89 means they have usually moved in the same direction. IMCB charges 0.04%/yr vs 0.50%/yr for QIDX.
Performance
IMCB vs. QIDX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IMCB achieves a 17.87% return, which is significantly higher than QIDX's 10.40% return.
IMCB
- 1D
- -0.25%
- 1M
- -0.01%
- 6M
- 14.48%
- YTD
- 17.87%
- 1Y
- 23.21%
- 3Y*
- 15.79%
- 5Y*
- 9.14%
- 10Y*
- 11.27%
- ALL TIME*
- 10.39%
QIDX
- 1D
- 0.55%
- 1M
- 0.29%
- 6M
- 6.42%
- YTD
- 10.40%
- 1Y
- 14.22%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 10.90%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.94M | $3.89M | $3.49M | |
| $53.70K | $62.72K | $42.16K |
IMCB vs. QIDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
IMCB iShares Morningstar Mid-Cap ETF | 17.87% | 10.25% |
QIDX Indexperts Quality Earnings Focused ETF | 10.40% | 6.60% |
Correlation
The correlation between IMCB and QIDX is 0.87, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.87 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2025 | 0.89 |
The correlation between IMCB and QIDX has been stable across timeframes, ranging from 0.87 to 0.89 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IMCB vs. QIDX — Risk / Return Rank
IMCB
QIDX
IMCB vs. QIDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Mid-Cap ETF (IMCB) and Indexperts Quality Earnings Focused ETF (QIDX). 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.
| IMCB | QIDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.45 | ||
| Sortino ratioReturn per unit of downside risk | +0.57 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.21 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.68 | 1.90 | +0.77 |
| Martin ratioReturn relative to average drawdown | 10.73 | 6.38 | +4.35 |
Loading charts...
Drawdowns
IMCB vs. QIDX - Drawdown Comparison
The maximum IMCB drawdown since its inception was -58.80%, which is greater than QIDX's maximum drawdown of -14.99%. Use the drawdown chart below to compare losses from any high point for IMCB and QIDX.
Loading charts...
Drawdown Indicators
| IMCB | QIDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.80% | -14.99% | -43.81% |
Max Drawdown (1Y)Largest decline over 1 year | -8.05% | -6.92% | -1.13% |
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 | -0.91% | -0.44% | -0.47% |
Average DrawdownAverage peak-to-trough decline | -7.68% | -2.13% | -5.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 2.06% | -0.05% |
Volatility
IMCB vs. QIDX - Volatility Comparison
The current volatility for iShares Morningstar Mid-Cap ETF (IMCB) is 2.32%, while Indexperts Quality Earnings Focused ETF (QIDX) has a volatility of 2.55%. This indicates that IMCB experiences smaller price fluctuations and is considered to be less risky than QIDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| IMCB | QIDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.32% | 2.55% | -0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 9.96% | 8.24% | +1.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.10% | 11.02% | +2.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.56% | 14.20% | +3.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.60% | 14.20% | +5.40% |
IMCB vs. QIDX - Expense Ratio Comparison
IMCB has a 0.04% expense ratio, which is lower than QIDX's 0.50% expense ratio.
Dividends
IMCB vs. QIDX - Dividend Comparison
IMCB's dividend yield for the trailing twelve months is around 1.21%, more than QIDX's 0.86% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
QIDX Indexperts Quality Earnings Focused ETF | 0.86% | 0.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IMCB and QIDX have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
QIDX has higher volatility (2.55%) compared to IMCB (2.32%). In terms of maximum drawdown, IMCB dropped -58.80% vs QIDX's -14.99%.
On 1-year performance, IMCB leads with 23.21% vs 14.22% for QIDX. On fees, IMCB is cheaper at 0.04% per year. On volatility, IMCB has been the lower-risk option at 2.32%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, IMCB has performed better with a 23.21% return vs 14.22%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IMCB is cheaper with a 0.04% expense ratio, compared with 0.50% for QIDX.
IMCB has the higher dividend yield at 1.21%, compared with 0.86% for QIDX.
IMCB is categorized as Mid Cap Blend Equities, while QIDX is Quality Factor. They also come from different issuers: iShares and Indexperts. Their fees differ too: 0.04% for IMCB and 0.50% for QIDX.
IMCB currently has the higher Sharpe Ratio (1.65 vs 1.20), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for IMCB and QIDX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer