IMCV vs. VOT

In the year-to-date period, IMCV achieves a -0.39% return, which is significantly lower than VOT's 4.52% return. Over the past 10 years, IMCV has underperformed VOT with an annualized return of 8.10%, while VOT has yielded a comparatively higher 10.07% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

IMCV has a 0.06% expense ratio, which is lower than VOT's 0.07% 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%.

This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Mid-Cap ETF (IMCV) and Vanguard Mid-Cap Growth ETF (VOT). 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.

The current IMCV Sharpe Ratio is 0.23, which is lower than the VOT Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of IMCV and VOT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

IMCV's dividend yield for the trailing twelve months is around 2.53%, more than VOT's 0.66% yield.

The maximum IMCV drawdown since its inception was -64.75%, which is greater than VOT's maximum drawdown of -60.17%. Use the drawdown chart below to compare losses from any high point for IMCV and VOT. For additional features, visit the drawdowns tool.

The current volatility for iShares Morningstar Mid-Cap ETF (IMCV) is 4.57%, while Vanguard Mid-Cap Growth ETF (VOT) has a volatility of 5.26%. This indicates that IMCV experiences smaller price fluctuations and is considered to be less risky than VOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.