IMCBvsCFAETF Comparison
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iShares Morningstar Mid-Cap ETF (IMCB) belongs to the US Mid Cap segment. VictoryShares US 500 Volatility Wtd ETF (CFA) is part of the US Low Volatility segment. Both ETFs have the same top 3 sector exposures: Finance, Industrials and Technology. IMCB is less expensive with a Total Expense Ratio (TER) of 0.04%, versus 0.39% for CFA. IMCB is up 18.04% year-to-date (YTD) with +$50M in YTD flows. CFA performs worse with 9.5% YTD performance, and -$43M in YTD flows. Run a side-by-side ETF comparison of IMCB and CFA 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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IMCB vs CFA performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/14/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IMCB CFA | -4.12%-4.08% | +1.27%+0.73% | +18.04%+9.50% | +18.93%+10.76% | +62.32%+44.92% | +53.79%+45.07% |
| Flows | IMCB CFA | +$30M-$10M | +$51M-$20M | +$50M-$43M | +$255M-$57M | +$440M-$180M | +$365M-$322M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IMCB CFA | +9.61%+9.02% | +13.02%+10.68% | +15.22%+13.11% | +17.70%+15.18% |
| Max drawdown | IMCB CFA | -4.63%-4.73% | -8.06%-7.11% | -19.88%-17.14% | -25.13%-20.77% |
| Max drawdown duration | IMCB CFA | 29d29d | 49d91d | 238d254d | 835d752d |
Trading data
IMCB | CFA | |
Last sale 9/15/2026 at 5:46 PM | $96.41 | $98.68 |
| Previous close 09/14/2026 | $97.07 | $98.73 |
| Consolidated volume 09/14/2026 | ||
| 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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IMCB | CFA | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/15/2026 at 5:46 PM
Live
Closed
IMCB | CFA | |
|---|---|---|
| Last price | $96.41 | $98.68 |
| 1D performance | -0.68% | -0.05% |
| AuM | $1.69 B | $523.06 M |
| E/R | 0.04% | 0.39% |
Characteristics
IMCB | CFA | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | iShares | VictoryShares |
| Benchmark | Morningstar U.S. Mid Cap Index | Nasdaq Victory US Large Cap 500 Volatility Weighted Index |
| N° of holdings | 391 | 500 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 28, 2004 | July 1, 2014 |
| ESG | No | No |
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Exposure
Countries
IMCB
USA
95.9%
Other
4.1%
CFA
USA
95.63%
Other
4.37%
Sectors
IMCB
Finance
19.92%
Industrials
15.72%
Technology
14.75%
Healthcare
8.98%
Non-Energy Materi.
7.48%
Energy
7.29%
Other
25.87%
CFA
Finance
19.92%
Industrials
15.11%
Technology
13.82%
Healthcare
9.88%
Consumer Non-Cycl.
8.32%
Utilities
8.31%
Other
24.63%
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Diversification
IMCB
Total weight of top 15 holdings out of 15
9.99%
CFA
Total weight of top 15 holdings out of 15
5.57%
Top 15 holdings
Data as of July 31, 2026
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%
CFA
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%
Frequently asked questions about IMCB and CFA
How have the IMCB and CFA ETFs performed in 2026?
As of September 14, 2026, IMCB is up 18.04% year-to-date (YTD), while CFA has returned 9.5%. That puts IMCB better performer ahead so far this year.
Which ETF is attracting more investor money: IMCB or CFA?
Year-to-date, the IMCB ETF saw +$50M in flows, compared to -$43M for CFA.
Which ETF is more volatile: IMCB or CFA?
Over the past year, IMCB had a volatility of 13.02%, while CFA experienced 10.68%.
Which ETF is bigger: IMCB or CFA?
As of September 14, 2026, IMCB holds $1.69 B in assets under management (AUM), while CFA manages $523.06 M.
What sectors do the IMCB and CFA ETFs invest in?
IMCB leans toward sectors like Finance, Industrials and Technology. Meanwhile, CFA focuses on Finance, Industrials and Technology.
What are the top holdings of the IMCB ETF and CFA ETF?
IMCB top holdings include Dell Technologies, Inc., Automatic Data Processing, Inc. and The Bank of New York Mellon Corp.. CFA holds in its top three: Loews Corp., Berkshire Hathaway, Inc. and FirstEnergy Corp..
Which ETF is more diversified: IMCB or CFA?
IMCB holds 396 securities with 9.99% of its assets in the top 15. CFA has 500 securities and a top 15 weight of 5.57%.
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