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IMCVvsWTVETF Comparison
iShares Morningstar Mid-Cap Value ETF (IMCV) belongs to the US Mid Cap Value segment. WisdomTree U.S. Value Fund (WTV) is part of the US Multi-Factor segment. IMCV's top 3 sector exposures are Financials, Industrials and Energy. In contrast, WTV's top sector exposures are Financials, Industrials and Consumer Discretionary. IMCV is less expensive with a Total Expense Ratio (TER) of 0.06%, versus 0.12% for WTV. IMCV is up 4.03% year-to-date (YTD) with +$40M in YTD flows. WTV performs worse with 3.09% YTD performance, and +$494M in YTD flows. Run a side-by-side ETF comparison of IMCV and WTV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
IMCV vs WTV performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IMCV WTV | -3.31%-4.52% | +3.53%+2.74% | +4.03%+3.09% | +18.73%+18.69% | +51.06%+75.01% | +56.16%+88.10% |
| Flows | IMCV WTV | +$27M+$283M | +$47M+$542M | +$40M+$494M | +$231M+$1.69B | +$252M+$2.23B | +$314M+$2.31B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IMCV WTV | +11.70%+11.55% | +17.14%+18.05% | +14.68%+15.68% | +16.70%+17.21% |
| Max drawdown | IMCV WTV | -4.17%-4.52% | -13.19%-13.56% | -18.64%-18.48% | -19.72%-19.31% |
| Max drawdown duration | IMCV WTV | 12d28d | 43d46d | 269d233d | 602d392d |
IMCV | WTV | |
Last sale 3/11/2026 at 1:30 PM | $85.39 | $95.71 |
| Previous close 03/10/2026 | $85.56 | $96.10 |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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IMCV | WTV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
IMCV | WTV | |
|---|---|---|
| Last price | $85.39 | $95.71 |
| 1D performance | -0.20% | -0.41% |
| AuM | $983.91 M | $2.70 B |
| E/R | 0.06% | 0.12% |
IMCV | WTV | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | WisdomTree |
| Benchmark | Morningstar US Mid Cap Broad Value Index | - |
| N° of holdings | 256 | 119 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 28, 2004 | February 23, 2007 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the IMCV and WTV ETFs performed in 2026?
As of March 10, 2026, IMCV is up 4.03% year-to-date (YTD), while WTV has returned 3.09%. That puts IMCV better performer ahead so far this year.
Which ETF is attracting more investor money: IMCV or WTV?
Year-to-date, the IMCV ETF saw +$40M in flows, compared to +$494M for WTV.
Which ETF is more volatile: IMCV or WTV?
Over the past year, IMCV had a volatility of 17.14%, while WTV experienced 18.05%.
Which ETF is bigger: IMCV or WTV?
As of March 10, 2026, IMCV holds $983.91 M in assets under management (AUM), while WTV manages $2.70 B.
What sectors do the IMCV and WTV ETFs invest in?
IMCV leans toward sectors like Financials, Industrials and Energy. Meanwhile, WTV focuses on Financials, Industrials and Consumer Discretionary.
What are the top holdings of the IMCV ETF and WTV ETF?
IMCV top holdings include NEWMONT CORP, PNC FINL SVC and US. WTV holds in its top three: ALPHABET INC-CL, META PLATFORMS and WALMART INC.
Which ETF is more diversified: IMCV or WTV?
IMCV holds 275 securities with 17.13% of its assets in the top 15. WTV has 120 securities and a top 15 weight of 23.97%.
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