BROUGHT TO YOU BY:

ETF Portfolio Builder

New

ETF Portfolio Builder

New

IMCBvsCFOETF Comparison

ETF 1

IMCB

iShares Morningstar Mid-Cap ETF

This fund is part of

US Mid Cap

-0.34%

Full IMCB fund page

VS

ETF 2

CFO

VictoryShares US 500 Enhanced Volatility Wtd ETF

This fund is part of

US Low Volatility

+0.16%

Full CFO fund page

iShares Morningstar Mid-Cap ETF (IMCB) belongs to the US Mid Cap segment. VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) is part of the US Low Volatility segment. IMCB's top 3 sector exposures are Industrials, Information Technology and Financials. In contrast, CFO's top sector exposures are Industrials, Financials and Information Technology. IMCB is less expensive with a Total Expense Ratio (TER) of 0.04%, versus 0.39% for CFO. IMCB is up 8.67% year-to-date (YTD) with +$25M in YTD flows. CFO performs worse with 4.6% YTD performance, and -$15M in YTD flows. Run a side-by-side ETF comparison of IMCB and CFO below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

Find out how industry players manage ETF portfolios. Discover our library of Model portfolios

IMCB vs CFO performance and flow charts

Performance

Cumulative Flows

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

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 04/27/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	IMCB CFO	+9.29%+5.57%	+4.33%+1.19%	+8.67%+4.60%	+25.11%+17.48%	+57.23%+28.64%	+45.46%+20.09%
Flows	IMCB CFO	-$4M-$8M	+$13M-$12M	+$25M-$15M	+$310M-$55M	+$410M-$422M	+$317M-$467M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	IMCB CFO	+15.73%+12.53%	+13.15%+11.33%	+15.27%+12.85%	+17.71%+13.32%
Max drawdown	IMCB CFO	-8.06%-7.11%	-8.06%-7.11%	-19.88%-17.14%	-25.13%-24.25%
Max drawdown duration	IMCB CFO	49d57d	49d57d	238d254d	835d1039d

Trading data

Create an account to view trading data

Join for free

	IMCB	CFO
Last sale 4/29/2026 at 1:30 PM	$89.15	$76.77
Previous close 04/28/2026	$88.81	$77.15
Consolidated volume 04/28/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of March 31, 2026

1-year trailing difference

Create an account to view replication metrics

Join for free

Create an account to view replication quality

Join for free

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

Main metrics

Last update 4/29/2026 at 1:30 PM

Live

Closed

	IMCB	CFO
Last price	$89.15	$76.77
1D performance	+0.38%	-0.49%
AuM	$1.54 B	$403.26 M
E/R	0.04%	0.39%

Characteristics

	IMCB	CFO
Management strategy	Passive	Passive
Provider	iShares	VictoryShares
Benchmark	Morningstar U.S. Mid Cap Index	Nasdaq Victory US Large Cap 500 Long/Cash Volatility Weighted Index
N° of holdings	371	463
Asset class	Equities	Equities
Trailing 12m distribution yield	Join	Join
Inception date	June 28, 2004	July 1, 2014
ESG	No	No

More IMCB data on Trackinsight

More CFO data on Trackinsight

Exposure

Countries

IMCB

USA

92.64%

Other

7.36%

CFO

USA

91.93%

Other

8.07%

Sectors

IMCB

Industrials

18.09%

Information Techn.

14.67%

Financials

11.95%

Consumer Discreti.

9.78%

Health Care

8.16%

Energy

7.88%

Other

29.47%

CFO

Industrials

17.48%

Financials

16.45%

Information Techn.

12.56%

Utilities

9.49%

Health Care

9.27%

Consumer Discreti.

8.25%

Other

26.49%

Diversification

IMCB

Total weight of top 15 holdings out of 15

10.08%

CFO

Total weight of top 15 holdings out of 15

6.11%

Top 15 holdings

Data as of March 31, 2026

IMCB

NEWMONT CORP

0.89%

CORNING

0.77%

VERTIV HOLDINGS

0.71%

WESTERN DIGITAL

0.69%

HOWMET AEROSPACE INC

0.67%

US80004C2008

0.67%

WILLIAMS

0.67%

SEAGATE TECHNOLOGY HOLDINGS PLC

0.66%

MARVELL TECHNOLOGY

0.65%

FREEPORT-MCMORAN INC

0.64%

PNC FINL SVC

0.63%

BANK OF NEW YORK MELLON

0.61%

QUANTA SERVICES

0.61%

US

0.61%

JOHNSON CONTROLS INTERNATIONAL

0.60%

CFO

DUKE ENERGY

0.44%

FIRSTENERGY

0.44%

WEC ENERGY GROUP INC

0.43%

BERKSHIRE HATHWAY

0.42%

ALLIANT ENERGY

0.41%

CMS ENERGY

0.41%

LOEWS

0.41%

AMEREN

0.41%

EVERGY

0.41%

ATMOS ENERGY

0.40%

DTE ENERGY

0.40%

CENTERPOINT ENERGY

0.39%

SOUTHERN

0.39%

CONSOLIDATED EDISON

0.37%

TJX

0.37%

Frequently asked questions about IMCB and CFO

How have the IMCB and CFO ETFs performed in 2026?

As of April 27, 2026, IMCB is up 8.67% year-to-date (YTD), while CFO has returned 4.6%. That puts IMCB better performer ahead so far this year.

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

Year-to-date, the IMCB ETF saw +$25M in flows, compared to -$15M for CFO.

Which ETF is more volatile: IMCB or CFO?

Over the past year, IMCB had a volatility of 13.15%, while CFO experienced 11.33%.

Which ETF is bigger: IMCB or CFO?

As of April 27, 2026, IMCB holds $1.54 B in assets under management (AUM), while CFO manages $403.26 M.

What sectors do the IMCB and CFO ETFs invest in?

IMCB leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, CFO focuses on Industrials, Financials and Information Technology.

IMCBvsCFOETF Comparison

iShares Morningstar Mid-Cap ETF

VictoryShares US 500 Enhanced Volatility Wtd ETF

IMCB vs CFO 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 IMCB and CFO ETFs performed in 2026?

As of April 27, 2026, IMCB is up 8.67% year-to-date (YTD), while CFO has returned 4.6%. That puts IMCB better performer ahead so far this year.

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

Year-to-date, the IMCB ETF saw +$25M in flows, compared to -$15M for CFO.

Which ETF is more volatile: IMCB or CFO?

Over the past year, IMCB had a volatility of 13.15%, while CFO experienced 11.33%.

Which ETF is bigger: IMCB or CFO?

As of April 27, 2026, IMCB holds $1.54 B in assets under management (AUM), while CFO manages $403.26 M.

What sectors do the IMCB and CFO ETFs invest in?

IMCB leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, CFO focuses on Industrials, Financials and Information Technology.

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

IMCB top holdings include NEWMONT CORP, CORNING and VERTIV HOLDINGS. CFO holds in its top three: DUKE ENERGY, FIRSTENERGY and WEC ENERGY GROUP INC.

Which ETF is more diversified: IMCB or CFO?

IMCB holds 404 securities with 10.08% of its assets in the top 15. CFO has 481 securities and a top 15 weight of 6.11%.

Build and Analyze Your ETF Portfolio Like a Pro