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IMCBvsSIZEETF 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

SIZE

iShares MSCI USA Size Factor ETF

This fund is part of

US Large Cap

-0.42%

Full SIZE fund page

iShares Morningstar Mid-Cap ETF (IMCB) belongs to the US Mid Cap segment. iShares MSCI USA Size Factor ETF (SIZE) is part of the US Large Cap segment. IMCB's top 3 sector exposures are Industrials, Information Technology and Financials. In contrast, SIZE's top sector exposures are Information Technology, Industrials and Financials. IMCB is less expensive with a Total Expense Ratio (TER) of 0.04%, versus 0.15% for SIZE. IMCB is up 8.67% year-to-date (YTD) with +$25M in YTD flows. SIZE performs worse with 5.03% YTD performance, and -$452K in YTD flows. Run a side-by-side ETF comparison of IMCB and SIZE 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 SIZE 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 04/27/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	IMCB SIZE	+9.29%+8.35%	+4.33%+1.76%	+8.67%+5.03%	+25.11%+21.34%	+57.23%+52.85%	+45.46%+44.35%
Flows	IMCB SIZE	-$4M+$8M	+$13M-$452K	+$25M-$452K	+$310M+$31M	+$410M-$33M	+$317M-$715M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	IMCB SIZE	+15.73%+14.49%	+13.15%+12.59%	+15.27%+14.67%	+17.71%+17.10%
Max drawdown	IMCB SIZE	-8.06%-7.92%	-8.06%-7.92%	-19.88%-18.57%	-25.13%-24.05%
Max drawdown duration	IMCB SIZE	49d49d	49d49d	238d219d	835d820d

Trading data

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	IMCB	SIZE
Last sale 4/28/2026 at 1:30 PM	$88.81	$168.24
Previous close 04/28/2026	$89.57	$169.34
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

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

Main metrics

Last update 4/28/2026 at 1:30 PM

Live

Closed

	IMCB	SIZE
Last price	$88.81	$168.24
1D performance	-0.85%	-0.65%
AuM	$1.54 B	$406.03 M
E/R	0.04%	0.15%

Characteristics

	IMCB	SIZE
Management strategy	Passive	Passive
Provider	iShares	iShares
Benchmark	Morningstar U.S. Mid Cap Index	MSCI USA Low Size Index
N° of holdings	371	503
Asset class	Equities	Equities
Trailing 12m distribution yield	Join	Join
Inception date	June 28, 2004	April 16, 2013
ESG	No	No

More IMCB data on Trackinsight

More SIZE data on Trackinsight

Exposure

Countries

IMCB

USA

92.64%

Other

7.36%

SIZE

USA

93.01%

Other

6.99%

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%

SIZE

Information Techn.

16.23%

Industrials

15.4%

Financials

12.22%

Health Care

9.66%

Consumer Discreti.

9.26%

Other

37.23%

Diversification

IMCB

Total weight of top 15 holdings out of 15

10.08%

SIZE

Total weight of top 15 holdings out of 15

4.62%

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%

SIZE

DOW INC

0.37%

LYONDELLBASELL INDUSTRIES

0.37%

CIENA

0.36%

ECHOSTAR

0.33%

TERADYNE

0.32%

WESTERN DIGITAL

0.31%

CF INDUSTRIES HOLDINGS

0.31%

KEYSIGHT TECHNOLOGIES

0.29%

OCCIDENTAL U

0.29%

CORNING

0.28%

HALLIBURTON

0.28%

TARGA RESOURCS

0.28%

ENTEGRIS

0.28%

DEVON ENERGY

0.28%

TEXAS PACIFIC LAND CORP

0.28%

Frequently asked questions about IMCB and SIZE

How have the IMCB and SIZE ETFs performed in 2026?

As of April 27, 2026, IMCB is up 8.67% year-to-date (YTD), while SIZE has returned 5.03%. That puts IMCB better performer ahead so far this year.

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

Year-to-date, the IMCB ETF saw +$25M in flows, compared to -$452K for SIZE.

Which ETF is more volatile: IMCB or SIZE?

Over the past year, IMCB had a volatility of 13.15%, while SIZE experienced 12.59%.

Which ETF is bigger: IMCB or SIZE?

As of April 27, 2026, IMCB holds $1.54 B in assets under management (AUM), while SIZE manages $406.03 M.

What sectors do the IMCB and SIZE ETFs invest in?

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

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

IMCB top holdings include NEWMONT CORP, CORNING and VERTIV HOLDINGS. SIZE holds in its top three: DOW INC, LYONDELLBASELL INDUSTRIES and CIENA.

Which ETF is more diversified: IMCB or SIZE?

IMCB holds 404 securities with 10.08% of its assets in the top 15. SIZE has 538 securities and a top 15 weight of 4.62%.

ETFs for contrarian investors

December 21, 2022

SIZE

IMCBvsSIZEETF Comparison

iShares Morningstar Mid-Cap ETF

iShares MSCI USA Size Factor ETF

IMCB vs SIZE 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 SIZE ETFs performed in 2026?

As of April 27, 2026, IMCB is up 8.67% year-to-date (YTD), while SIZE has returned 5.03%. That puts IMCB better performer ahead so far this year.

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

Year-to-date, the IMCB ETF saw +$25M in flows, compared to -$452K for SIZE.

Which ETF is more volatile: IMCB or SIZE?

Over the past year, IMCB had a volatility of 13.15%, while SIZE experienced 12.59%.

Which ETF is bigger: IMCB or SIZE?

As of April 27, 2026, IMCB holds $1.54 B in assets under management (AUM), while SIZE manages $406.03 M.

What sectors do the IMCB and SIZE ETFs invest in?

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

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

IMCB top holdings include NEWMONT CORP, CORNING and VERTIV HOLDINGS. SIZE holds in its top three: DOW INC, LYONDELLBASELL INDUSTRIES and CIENA.

Which ETF is more diversified: IMCB or SIZE?

IMCB holds 404 securities with 10.08% of its assets in the top 15. SIZE has 538 securities and a top 15 weight of 4.62%.

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