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EQALvsIMCBETF Comparison

ETF 1

EQAL

Invesco Russell 1000 Equal Weight ETF

This fund is part of

US Large Cap

+0.65%

Full EQAL fund page

VS

ETF 2

IMCB

iShares Morningstar Mid-Cap ETF

This fund is part of

US Mid Cap

-0.15%

Full IMCB fund page

Invesco Russell 1000 Equal Weight ETF (EQAL) belongs to the US Large Cap segment. iShares Morningstar Mid-Cap ETF (IMCB) is part of the US Mid Cap segment. EQAL's top 3 sector exposures are Finance, Technology and Healthcare. In contrast, IMCB's top sector exposures are Finance, Industrials and Technology. EQAL is more expensive with a Total Expense Ratio (TER) of 0.2%, versus 0.04% for IMCB. EQAL is up 13.67% year-to-date (YTD) with +$37M in YTD flows. IMCB performs better with 17.94% YTD performance, and +$15M in YTD flows. Run a side-by-side ETF comparison of EQAL 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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EQAL vs IMCB performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 07/31/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	EQAL IMCB	+0.12%+0.31%	+2.40%+7.58%	+13.67%+17.94%	+20.96%+21.51%	+43.32%+54.76%	+42.90%+55.06%
Flows	EQAL IMCB	+$6M+$19M	+$3M-$6M	+$37M+$15M	+$32M+$253M	-$59M+$403M	+$48M+$314M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	EQAL IMCB	+10.15%+12.16%	+12.13%+13.11%	+14.95%+15.23%	+17.15%+17.69%
Max drawdown	EQAL IMCB	-2.61%-3.38%	-6.60%-8.06%	-19.52%-19.88%	-21.70%-25.13%
Max drawdown duration	EQAL IMCB	15d8d	44d49d	233d238d	869d835d

Trading data

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	EQAL	IMCB
Last sale 7/31/2026 at 7:59 PM	$59.30	$97.67
Previous close 07/31/2026	$59.39	$96.95
Consolidated volume 07/31/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of July 31, 2026

1-year trailing difference

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	EQAL	IMCB
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 7/31/2026 at 7:59 PM

Live

Closed

	EQAL	IMCB
Last price	$59.30	$97.67
1D performance	-0.15%	+0.74%
AuM	$814.78 M	$1.66 B
E/R	0.2%	0.04%

Characteristics

	EQAL	IMCB
Management strategy	Passive	Passive
Provider	Invesco	iShares
Benchmark	Russell 1000 Equal Weight Index	Morningstar U.S. Mid Cap Index
N° of holdings	1006	389
Asset class	Equities	Equities
Trailing 12m distribution yield	Join	Join
Inception date	December 23, 2014	June 28, 2004
ESG	No	No

More EQAL data on Trackinsight

More IMCB data on Trackinsight

Exposure

Countries

EQAL

USA

95.49%

Other

4.51%

IMCB

USA

95.44%

Other

4.56%

Sectors

EQAL

Finance

19.45%

Technology

12.22%

Healthcare

10.18%

Non-Energy Materi.

10.11%

Consumer Non-Cycl.

9.57%

Utilities

8.26%

Other

30.21%

IMCB

Finance

18.91%

Industrials

16.45%

Technology

16.08%

Healthcare

8.73%

Non-Energy Materi.

7.38%

Other

32.45%

Diversification

EQAL

Total weight of top 15 holdings out of 15

6.15%

IMCB

Total weight of top 15 holdings out of 15

9.62%

Top 15 holdings

Data as of June 30, 2026

EQAL

Ciena Corp.

0.45%

Comcast Corp.

0.42%

Verizon Communications, Inc.

0.41%

Liberty Broadband Corp.

0.41%

AT&T, Inc.

0.41%

Charter Communications, Inc.

0.41%

T-Mobile US, Inc.

0.41%

Motorola Solutions, Inc.

0.41%

Millicom International Cellular SA

0.41%

Globalstar, Inc.

0.41%

Liberty Global Ltd.

0.41%

Roku, Inc.

0.40%

Viavi Solutions, Inc.

0.40%

Cisco Systems, Inc.

0.40%

Iridium Communications, Inc.

0.39%

IMCB

Dell Technologies, Inc.

0.85%

The PNC Financial Services Group, Inc.

0.69%

Cummins, Inc.

0.68%

The Bank of New York Mellon Corp.

0.66%

Fortinet, Inc.

0.66%

U.S. Bancorp

0.65%

Freeport-McMoRan, Inc.

0.63%

The Williams Cos., Inc.

0.63%

Automatic Data Processing, Inc.

0.63%

Johnson Controls International Plc

0.62%

CSX Corp.

0.61%

Snowflake, Inc.

0.60%

3M Co.

0.59%

Datadog, Inc.

0.56%

Elevance Health, Inc.

0.56%

Frequently asked questions about EQAL and IMCB

How have the EQAL and IMCB ETFs performed in 2026?

As of July 31, 2026, EQAL is up 13.67% year-to-date (YTD), while IMCB has returned 17.94%. That puts IMCB better performer ahead so far this year.

Which ETF is attracting more investor money: EQAL or IMCB?

Year-to-date, the EQAL ETF saw +$37M in flows, compared to +$15M for IMCB.

Which ETF is more volatile: EQAL or IMCB?

Over the past year, EQAL had a volatility of 12.13%, while IMCB experienced 13.11%.

Which ETF is bigger: EQAL or IMCB?

As of July 31, 2026, EQAL holds $814.78 M in assets under management (AUM), while IMCB manages $1.66 B.

What sectors do the EQAL and IMCB ETFs invest in?

EQAL leans toward sectors like Finance, Technology and Healthcare. Meanwhile, IMCB focuses on Finance, Industrials and Technology.

What are the top holdings of the EQAL ETF and IMCB ETF?

EQAL top holdings include Ciena Corp., Comcast Corp. and Verizon Communications, Inc.. IMCB holds in its top three: Dell Technologies, Inc., The PNC Financial Services Group, Inc. and Cummins, Inc..

Which ETF is more diversified: EQAL or IMCB?

EQAL holds 1011 securities with 6.15% of its assets in the top 15. IMCB has 396 securities and a top 15 weight of 9.62%.

Tony's ETF Buyers Guide: Equal-Weight ETFs

May 14, 2024

EQAL

EQALvsIMCBETF Comparison

Invesco Russell 1000 Equal Weight ETF

iShares Morningstar Mid-Cap ETF

EQAL vs IMCB performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the EQAL and IMCB ETFs performed in 2026?

As of July 31, 2026, EQAL is up 13.67% year-to-date (YTD), while IMCB has returned 17.94%. That puts IMCB better performer ahead so far this year.

Which ETF is attracting more investor money: EQAL or IMCB?

Year-to-date, the EQAL ETF saw +$37M in flows, compared to +$15M for IMCB.

Which ETF is more volatile: EQAL or IMCB?

Over the past year, EQAL had a volatility of 12.13%, while IMCB experienced 13.11%.

Which ETF is bigger: EQAL or IMCB?

As of July 31, 2026, EQAL holds $814.78 M in assets under management (AUM), while IMCB manages $1.66 B.

What sectors do the EQAL and IMCB ETFs invest in?

EQAL leans toward sectors like Finance, Technology and Healthcare. Meanwhile, IMCB focuses on Finance, Industrials and Technology.

What are the top holdings of the EQAL ETF and IMCB ETF?

EQAL top holdings include Ciena Corp., Comcast Corp. and Verizon Communications, Inc.. IMCB holds in its top three: Dell Technologies, Inc., The PNC Financial Services Group, Inc. and Cummins, Inc..

Which ETF is more diversified: EQAL or IMCB?

EQAL holds 1011 securities with 6.15% of its assets in the top 15. IMCB has 396 securities and a top 15 weight of 9.62%.

Tony's ETF Buyers Guide: Equal-Weight ETFs

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