QIDX vs. IMCB
QIDX (Indexperts Quality Earnings Focused ETF) and IMCB (iShares Morningstar Mid-Cap ETF) are both exchange-traded funds - QIDX is a Quality Factor fund actively managed by Indexperts, while IMCB is a Mid Cap Blend Equities fund tracking the IMCB-US - Morningstar U.S. Mid Cap Index. QIDX is actively managed, while IMCB is passively managed. Over the past year, QIDX returned 14.22% vs 23.21% for IMCB. Their correlation of 0.89 means they have usually moved in the same direction. QIDX charges 0.50%/yr vs 0.04%/yr for IMCB.
Performance
QIDX vs. IMCB - Performance Comparison
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Returns By Period
In the year-to-date period, QIDX achieves a 10.40% return, which is significantly lower than IMCB's 17.87% return.
QIDX
- 1D
- 0.55%
- 1M
- 0.29%
- 6M
- 6.42%
- YTD
- 10.40%
- 1Y
- 14.22%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 10.90%
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%
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 |
QIDX vs. IMCB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
QIDX Indexperts Quality Earnings Focused ETF | 10.40% | 6.60% |
IMCB iShares Morningstar Mid-Cap ETF | 17.87% | 10.25% |
Correlation
The correlation between QIDX and IMCB 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 QIDX and IMCB has been stable across timeframes, ranging from 0.87 to 0.89 - a consistent structural relationship.
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Return for Risk
QIDX vs. IMCB — Risk / Return Rank
QIDX
IMCB
QIDX vs. IMCB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Indexperts Quality Earnings Focused ETF (QIDX) 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.
| QIDX | IMCB | 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 | 1.21 | 1.29 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.90 | 2.68 | -0.77 |
| Martin ratioReturn relative to average drawdown | 6.38 | 10.73 | -4.35 |
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Drawdowns
QIDX vs. IMCB - Drawdown Comparison
The maximum QIDX drawdown since its inception was -14.99%, smaller than the maximum IMCB drawdown of -58.80%. Use the drawdown chart below to compare losses from any high point for QIDX and IMCB.
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Drawdown Indicators
| QIDX | IMCB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.99% | -58.80% | +43.81% |
Max Drawdown (1Y)Largest decline over 1 year | -6.92% | -8.05% | +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 | -0.44% | -0.91% | +0.47% |
Average DrawdownAverage peak-to-trough decline | -2.13% | -7.68% | +5.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.06% | 2.01% | +0.05% |
Volatility
QIDX vs. IMCB - Volatility Comparison
Indexperts Quality Earnings Focused ETF (QIDX) has a higher volatility of 2.55% compared to iShares Morningstar Mid-Cap ETF (IMCB) at 2.32%. This indicates that QIDX's price experiences larger fluctuations and is considered to be riskier than IMCB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QIDX | IMCB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.55% | 2.32% | +0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 8.24% | 9.96% | -1.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.02% | 13.10% | -2.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.20% | 17.56% | -3.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.20% | 19.60% | -5.40% |
QIDX vs. IMCB - Expense Ratio Comparison
QIDX has a 0.50% expense ratio, which is higher than IMCB's 0.04% expense ratio.
Dividends
QIDX vs. IMCB - Dividend Comparison
QIDX's dividend yield for the trailing twelve months is around 0.86%, less than IMCB's 1.21% 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
QIDX and IMCB 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, QIDX dropped -14.99% vs IMCB's -58.80%.
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.
QIDX is categorized as Quality Factor, while IMCB is Mid Cap Blend Equities. They also come from different issuers: Indexperts and iShares. Their fees differ too: 0.50% for QIDX and 0.04% for IMCB.
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.
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