IMCBvsIWRETF Comparison
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iShares Morningstar Mid-Cap ETF (IMCB) and iShares Russell Mid-Cap ETF (IWR) belong to the same industry segment: US Mid Cap. Both ETFs have the same top 3 sector exposures: Finance, Technology and Industrials. IMCB is less expensive with a Total Expense Ratio (TER) of 0.04%, versus 0.18% for IWR. IMCB is up 20.85% year-to-date (YTD) with +$88M in YTD flows. IWR performs worse with 16.84% YTD performance, and +$4.68B in YTD flows. Run a side-by-side ETF comparison of IMCB and IWR 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 IWR performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/29/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IMCB IWR | +4.08%+3.96% | +2.60%+2.09% | +20.85%+16.84% | +21.70%+17.88% | +83.15%+77.89% | +51.21%+44.21% |
| Flows | IMCB IWR | +$29M+$1.47B | +$78M+$1.85B | +$88M+$4.68B | +$274M+$5.93B | +$473M+$12.17B | +$404M+$14.02B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IMCB IWR | +10.46%+11.31% | +12.84%+13.43% | +14.99%+15.73% | +17.64%+18.22% |
| Max drawdown | IMCB IWR | -6.39%-6.83% | -8.06%-8.16% | -19.88%-21.08% | -25.13%-26.20% |
| Max drawdown duration | IMCB IWR | 74d74d | 49d49d | 238d239d | 835d854d |
Trading data
IMCB | IWR | |
Last sale 10/30/2026 at 1:30 PM | $97.85 | $110.03 |
| Previous close 10/29/2026 | $99.02 | $111.56 |
| Consolidated volume 10/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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IMCB | IWR | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/30/2026 at 1:30 PM
Live
Closed
IMCB | IWR | |
|---|---|---|
| Last price | $97.85 | $110.03 |
| 1D performance | -1.18% | -1.37% |
| AuM | $1.77 B | $58.80 B |
| E/R | 0.04% | 0.18% |
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Exposure
Countries
IMCB
USA
95.58%
Other
4.42%
IWR
USA
95.79%
Other
4.21%
Sectors
IMCB
Finance
18.65%
Technology
16.42%
Industrials
15.54%
Healthcare
10.14%
Energy
7.34%
Non-Energy Materi.
7.21%
Other
24.7%
IWR
Finance
20.74%
Technology
17.64%
Industrials
13.87%
Healthcare
12.44%
Other
35.31%
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Diversification
IMCB
Total weight of top 15 holdings out of 15
11.08%
IWR
Total weight of top 15 holdings out of 15
9.35%
Top 15 holdings
Data as of September 30, 2026
IMCB
Dell Technologies, Inc.
1.09%
Snowflake, Inc.
0.81%
Cloudflare, Inc.
0.79%
Valero Energy Corp.
0.79%
Fortinet, Inc.
0.79%
Marathon Petroleum Corp.
0.79%
Automatic Data Processing, Inc.
0.73%
Phillips 66
0.72%
Freeport-McMoRan, Inc.
0.71%
The Bank of New York Mellon Corp.
0.69%
Datadog, Inc.
0.64%
Johnson Controls International Plc
0.64%
U.S. Bancorp
0.64%
The PNC Financial Services Group, Inc.
0.63%
Robinhood Markets, Inc.
0.62%
IWR
Marathon Petroleum Corp.
0.87%
Snowflake, Inc.
0.85%
Cloudflare, Inc.
0.83%
Phillips 66
0.77%
Datadog, Inc.
0.68%
Robinhood Markets, Inc.
0.65%
Hewlett Packard Enterprise Co.
0.64%
Lumentum Holdings, Inc.
0.56%
Warner Bros. Discovery, Inc.
0.56%
Moderna, Inc.
0.53%
Royal Caribbean Group
0.50%
Digital Realty Trust, Inc.
0.49%
Simon Property Group, Inc.
0.48%
Teradyne, Inc.
0.47%
United Rentals, Inc.
0.47%
Frequently asked questions about IMCB and IWR
How have the IMCB and IWR ETFs performed in 2026?
As of October 29, 2026, IMCB is up 20.85% year-to-date (YTD), while IWR has returned 16.84%. That puts IMCB better performer ahead so far this year.
Which ETF is attracting more investor money: IMCB or IWR?
Year-to-date, the IMCB ETF saw +$88M in flows, compared to +$4.68B for IWR.
Which ETF is more volatile: IMCB or IWR?
Over the past year, IMCB had a volatility of 12.84%, while IWR experienced 13.43%.
Which ETF is bigger: IMCB or IWR?
As of October 29, 2026, IMCB holds $1.77 B in assets under management (AUM), while IWR manages $58.80 B.
What sectors do the IMCB and IWR ETFs invest in?
IMCB leans toward sectors like Finance, Technology and Industrials. Meanwhile, IWR focuses on Finance, Technology and Industrials.
What are the top holdings of the IMCB ETF and IWR ETF?
IMCB top holdings include Dell Technologies, Inc., Snowflake, Inc. and Cloudflare, Inc.. IWR holds in its top three: Marathon Petroleum Corp., Snowflake, Inc. and Cloudflare, Inc..
Which ETF is more diversified: IMCB or IWR?
IMCB holds 395 securities with 11.08% of its assets in the top 15. IWR has 823 securities and a top 15 weight of 9.35%.
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