CFOvsIMCBETF Comparison
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VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) belongs to the US Low Volatility segment. iShares Morningstar Mid-Cap ETF (IMCB) is part of the US Mid Cap segment. Both ETFs have the same top 3 sector exposures: Finance, Industrials and Technology. CFO is more expensive with a Total Expense Ratio (TER) of 0.39%, versus 0.04% for IMCB. CFO is up 9.51% year-to-date (YTD) with -$27M in YTD flows. IMCB performs better with 19.32% YTD performance, and +$45M in YTD flows. Run a side-by-side ETF comparison of CFO and IMCB below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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CFO vs IMCB performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/09/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CFO IMCB | -3.06%-1.66% | +2.20%+5.58% | +9.51%+19.32% | +10.96%+20.44% | +36.93%+64.88% | +19.41%+53.41% |
| Flows | CFO IMCB | -$4M+$30M | -$8M+$46M | -$27M+$45M | -$45M+$255M | -$314M+$435M | -$519M+$361M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CFO IMCB | +9.55%+11.00% | +10.75%+13.00% | +12.92%+15.20% | +13.26%+17.70% |
| Max drawdown | CFO IMCB | -4.08%-3.48% | -7.11%-8.06% | -17.14%-19.88% | -24.25%-25.13% |
| Max drawdown duration | CFO IMCB | 24d23d | 91d49d | 254d238d | 1039d835d |
Trading data
CFO | IMCB | |
Last sale 9/10/2026 at 1:30 PM | $79.43 | $96.58 |
| Previous close 09/09/2026 | $80.01 | $97.34 |
| Consolidated volume 09/09/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 2026
1-year trailing difference
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CFO | IMCB | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/10/2026 at 1:30 PM
Live
Closed
CFO | IMCB | |
|---|---|---|
| Last price | $79.43 | $96.58 |
| 1D performance | -0.72% | -0.78% |
| AuM | $408.01 M | $1.71 B |
| E/R | 0.39% | 0.04% |
Characteristics
CFO | IMCB | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | VictoryShares | iShares |
| Benchmark | Nasdaq Victory US Large Cap 500 Long/Cash Volatility Weighted Index | Morningstar U.S. Mid Cap Index |
| N° of holdings | 500 | 391 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 1, 2014 | June 28, 2004 |
| ESG | No | No |
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Exposure
Countries
CFO
USA
95.63%
Other
4.37%
IMCB
USA
95.9%
Other
4.1%
Sectors
CFO
Finance
19.92%
Industrials
15.11%
Technology
13.82%
Healthcare
9.88%
Consumer Non-Cycl.
8.32%
Utilities
8.31%
Other
24.63%
IMCB
Finance
19.92%
Industrials
15.72%
Technology
14.75%
Healthcare
8.98%
Non-Energy Materi.
7.48%
Energy
7.29%
Other
25.87%
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Diversification
CFO
Total weight of top 15 holdings out of 15
5.57%
IMCB
Total weight of top 15 holdings out of 15
9.99%
Top 15 holdings
Data as of July 31, 2026
CFO
Loews Corp.
0.41%
Berkshire Hathaway, Inc.
0.40%
FirstEnergy Corp.
0.38%
Duke Energy Corp.
0.38%
Palo Alto Networks, Inc.
0.38%
The Coca-Cola Co.
0.37%
Evergy, Inc.
0.37%
WEC Energy Group, Inc.
0.37%
Ameren Corp.
0.37%
Alliant Energy Corp.
0.37%
Aflac, Inc.
0.36%
The Travelers Cos., Inc.
0.36%
DTE Energy Co.
0.35%
The Bank of New York Mellon Corp.
0.35%
CenterPoint Energy, Inc.
0.35%
IMCB
Dell Technologies, Inc.
0.80%
Automatic Data Processing, Inc.
0.73%
The Bank of New York Mellon Corp.
0.71%
Snowflake, Inc.
0.69%
The PNC Financial Services Group, Inc.
0.69%
U.S. Bancorp
0.68%
Fortinet, Inc.
0.66%
CSX Corp.
0.65%
Valero Energy Corp.
0.64%
3M Co.
0.63%
Marathon Petroleum Corp.
0.63%
Freeport-McMoRan, Inc.
0.63%
Marsh & McLennan Cos., Inc.
0.62%
Cloudflare, Inc.
0.62%
Johnson Controls International Plc
0.61%
Frequently asked questions about CFO and IMCB
How have the CFO and IMCB ETFs performed in 2026?
As of September 9, 2026, CFO is up 9.51% year-to-date (YTD), while IMCB has returned 19.32%. That puts IMCB better performer ahead so far this year.
Which ETF is attracting more investor money: CFO or IMCB?
Year-to-date, the CFO ETF saw -$27M in flows, compared to +$45M for IMCB.
Which ETF is more volatile: CFO or IMCB?
Over the past year, CFO had a volatility of 10.75%, while IMCB experienced 13%.
Which ETF is bigger: CFO or IMCB?
As of September 9, 2026, CFO holds $408.01 M in assets under management (AUM), while IMCB manages $1.71 B.
What sectors do the CFO and IMCB ETFs invest in?
CFO leans toward sectors like Finance, Industrials and Technology. Meanwhile, IMCB focuses on Finance, Industrials and Technology.
What are the top holdings of the CFO ETF and IMCB ETF?
CFO top holdings include Loews Corp., Berkshire Hathaway, Inc. and FirstEnergy Corp.. IMCB holds in its top three: Dell Technologies, Inc., Automatic Data Processing, Inc. and The Bank of New York Mellon Corp..
Which ETF is more diversified: CFO or IMCB?
CFO holds 500 securities with 5.57% of its assets in the top 15. IMCB has 396 securities and a top 15 weight of 9.99%.
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