IMCV vs. IWS
Compare and contrast key facts about iShares Morningstar Mid-Cap ETF (IMCV) and iShares Russell Midcap Value ETF (IWS).
IMCV and IWS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IMCV is a passively managed fund by iShares that tracks the performance of the Morningstar US Mid Cap Broad Value Index. It was launched on Jun 28, 2004. IWS is a passively managed fund by iShares that tracks the performance of the Russell Midcap Value Index. It was launched on Jul 17, 2001. Both IMCV and IWS are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IMCV or IWS.
Correlation
The correlation between IMCV and IWS is 0.95, 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.
Performance
IMCV vs. IWS - Performance Comparison
Key characteristics
IMCV:
0.89
IWS:
0.92
IMCV:
1.30
IWS:
1.34
IMCV:
1.16
IWS:
1.16
IMCV:
0.11
IWS:
1.45
IMCV:
4.79
IWS:
4.96
IMCV:
2.29%
IWS:
2.43%
IMCV:
12.39%
IWS:
13.11%
IMCV:
-100.00%
IWS:
-62.40%
IMCV:
-99.99%
IWS:
-8.33%
Returns By Period
In the year-to-date period, IMCV achieves a 10.67% return, which is significantly lower than IWS's 11.81% return. Over the past 10 years, IMCV has outperformed IWS with an annualized return of 8.42%, while IWS has yielded a comparatively lower 7.77% annualized return.
IMCV
10.67%
-6.04%
5.48%
12.92%
8.19%
8.42%
IWS
11.81%
-4.68%
6.90%
14.00%
8.26%
7.77%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IMCV vs. IWS - Expense Ratio Comparison
IMCV has a 0.06% expense ratio, which is lower than IWS's 0.24% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
IMCV vs. IWS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Mid-Cap ETF (IMCV) and iShares Russell Midcap Value ETF (IWS). 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.
Dividends
IMCV vs. IWS - Dividend Comparison
IMCV's dividend yield for the trailing twelve months is around 2.40%, more than IWS's 1.51% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IMCV iShares Morningstar Mid-Cap ETF | 2.40% | 2.30% | 2.36% | 1.86% | 2.61% | 2.45% | 2.61% | 1.87% | 2.09% | 2.29% | 1.95% | 1.87% |
IWS iShares Russell Midcap Value ETF | 1.51% | 1.76% | 1.93% | 1.39% | 1.87% | 1.96% | 2.53% | 1.96% | 2.10% | 2.14% | 1.85% | 1.71% |
Drawdowns
IMCV vs. IWS - Drawdown Comparison
The maximum IMCV drawdown since its inception was -100.00%, which is greater than IWS's maximum drawdown of -62.40%. Use the drawdown chart below to compare losses from any high point for IMCV and IWS. For additional features, visit the drawdowns tool.
Volatility
IMCV vs. IWS - Volatility Comparison
The current volatility for iShares Morningstar Mid-Cap ETF (IMCV) is 4.00%, while iShares Russell Midcap Value ETF (IWS) has a volatility of 4.25%. This indicates that IMCV experiences smaller price fluctuations and is considered to be less risky than IWS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.