BROUGHT TO YOU BY:

ETF Portfolio Builder

New

ETF Portfolio Builder

New

IMCBvsSIZEETF Comparison

ETF 1

IMCB

iShares Morningstar Mid-Cap ETF

This fund is part of

US Mid Cap

+0.83%

Full IMCB fund page

VS

ETF 2

SIZE

iShares MSCI USA Size Factor ETF

This fund is part of

US Large Cap

+0.86%

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 Finance, Industrials and Technology. In contrast, SIZE's top sector exposures are Finance, Technology and Industrials. IMCB is less expensive with a Total Expense Ratio (TER) of 0.04%, versus 0.15% for SIZE. IMCB is up 18.51% year-to-date (YTD) with +$45M in YTD flows. SIZE performs worse with 11.63% YTD performance, and -$556K 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.

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

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

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 09/11/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	IMCB SIZE	-2.63%-3.04%	+3.79%+2.33%	+18.51%+11.63%	+18.33%+12.50%	+63.39%+53.17%	+53.38%+45.96%
Flows	IMCB SIZE	+$30M-	+$46M-	+$45M-$556K	+$255M+$16M	+$435M-$15M	+$361M-$271M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	IMCB SIZE	+9.91%+10.50%	+13.02%+12.28%	+15.21%+14.58%	+17.70%+17.12%
Max drawdown	IMCB SIZE	-4.63%-4.80%	-8.06%-7.92%	-19.88%-18.57%	-25.13%-24.05%
Max drawdown duration	IMCB SIZE	26d29d	49d49d	238d219d	835d820d

Trading data

Create an account to view trading data

Join for free

	IMCB	SIZE
Last sale 9/11/2026 at 7:59 PM	$97.42	$178.89
Previous close 09/11/2026	$96.58	$179.22
Consolidated volume 09/11/2026
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

Create an account to view replication metrics

Join for free

Create an account to view replication quality

Join for free

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

Main metrics

Last update 9/11/2026 at 7:59 PM

Live

Closed

	IMCB	SIZE
Last price	$97.42	$178.89
1D performance	+0.87%	-0.18%
AuM	$1.70 B	$430.36 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	391	525
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

95.9%

Other

4.1%

SIZE

USA

94.33%

Other

5.67%

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%

SIZE

Finance

21.9%

Technology

16.31%

Industrials

13.66%

Healthcare

11.31%

Consumer Non-Cycl.

7.29%

Other

29.52%

Diversification

IMCB

Total weight of top 15 holdings out of 15

9.99%

SIZE

Total weight of top 15 holdings out of 15

4.16%

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%

SIZE

Snowflake, Inc.

0.32%

Okta, Inc.

0.31%

SharkNinja, Inc.

0.30%

Dell Technologies, Inc.

0.30%

Best Buy Co., Inc.

0.28%

International Paper Co.

0.28%

Illumina, Inc.

0.27%

Toast, Inc.

0.27%

NetApp, Inc.

0.27%

Dollar Tree, Inc.

0.27%

CDW Corp.

0.27%

Hewlett Packard Enterprise Co.

0.26%

Genuine Parts Co.

0.26%

United Airlines Holdings, Inc.

0.25%

Williams-Sonoma, Inc.

0.25%

Frequently asked questions about IMCB and SIZE

How have the IMCB and SIZE ETFs performed in 2026?

As of September 11, 2026, IMCB is up 18.51% year-to-date (YTD), while SIZE has returned 11.63%. 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 +$45M in flows, compared to -$556K for SIZE.

Which ETF is more volatile: IMCB or SIZE?

Over the past year, IMCB had a volatility of 13.02%, while SIZE experienced 12.28%.

Which ETF is bigger: IMCB or SIZE?

As of September 11, 2026, IMCB holds $1.70 B in assets under management (AUM), while SIZE manages $430.36 M.

What sectors do the IMCB and SIZE ETFs invest in?

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

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

IMCB top holdings include Dell Technologies, Inc., Automatic Data Processing, Inc. and The Bank of New York Mellon Corp.. SIZE holds in its top three: Snowflake, Inc., Okta, Inc. and SharkNinja, Inc..

Which ETF is more diversified: IMCB or SIZE?

IMCB holds 396 securities with 9.99% of its assets in the top 15. SIZE has 529 securities and a top 15 weight of 4.16%.

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 September 11, 2026, IMCB is up 18.51% year-to-date (YTD), while SIZE has returned 11.63%. 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 +$45M in flows, compared to -$556K for SIZE.

Which ETF is more volatile: IMCB or SIZE?

Over the past year, IMCB had a volatility of 13.02%, while SIZE experienced 12.28%.

Which ETF is bigger: IMCB or SIZE?

As of September 11, 2026, IMCB holds $1.70 B in assets under management (AUM), while SIZE manages $430.36 M.

What sectors do the IMCB and SIZE ETFs invest in?

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

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

IMCB top holdings include Dell Technologies, Inc., Automatic Data Processing, Inc. and The Bank of New York Mellon Corp.. SIZE holds in its top three: Snowflake, Inc., Okta, Inc. and SharkNinja, Inc..

Which ETF is more diversified: IMCB or SIZE?

IMCB holds 396 securities with 9.99% of its assets in the top 15. SIZE has 529 securities and a top 15 weight of 4.16%.

ETFs for contrarian investors

Have you tried our ETF Compare tool?