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ETFs

iShares Morningstar Mid-Cap Value ETF

IMCV
$—
Today’s Change
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Snapshot
*

Inception Date
Jun 28, 2004
Expense Ratio
0.06%
Type
US Equities
Fund Owner
Blackrock (iShares)
Volume (1m avg. daily)
$1,277,984
AUM
$504,751,082
Associated Index
Morningstar US Mid Cap Broad Value Index
Inverse/Leveraged
No
Passive/Active
Passive
Fractionable on Composer
Yes
Prospectus
View

Top 10 Holdings

PCAR
Paccar Inc.
1.1%
AIG
American International Group Inc
1.09%
WMB
Williams Cos Inc
1.01%
EXC
Exelon Corp.
0.99%
APO
Apollo Global Management Inc - Ordinary Shares - Class A (New)
0.98%
NUE
Nucor Corp.
0.95%
COF
Capital One Financial Corp.
0.93%
CNC
Centene Corp.
0.92%
SPG
Simon Property Group, Inc.
0.91%
PCG
PG&E Corp.
0.89%
Invest with IMCV
Trade IMCV Options

What is IMCV?

The iShares Morningstar Mid-Cap Value ETF seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit value characteristics.

1M
3M
6M
YTD
1Y
3Y
Max
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IMCV
Performance Measures**

for the time period Jul 2, 2004 to Dec 4, 2025

Returns

1M Trailing Return: 3.8%

The percent change in the value over the most recent 1-month period.

3M Trailing Return: 3.1%

The percent change in the value over the most recent 3-month period.

Measures of Risk or Volatility

Max Drawdown: -64.7%

The greatest percent loss from peak to trough in value over the time period.

Standard Deviation: 20.6%

The typical amount that daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

Measures of Risk-Adjusted Performance

Sharpe Ratio: 0.54

The annualized arithmetic mean of the daily returns divided by the annualized standard deviation of the daily returns for the selected time period.

Calmar Ratio: 0.14

The annualized return divided by the max drawdown for the selected time period.

ETFs related toIMCV

ETFs correlated to IMCV include IWS, VOE, RSP

IMCV
BlackRock Institutional Trust Company N.A. - iShares Morningstar Mid-Cap Value ETF
IWS
BlackRock Institutional Trust Company N.A. - iShares Russell Mid-Cap Value ETF
VOE
Vanguard Group, Inc. - Vanguard Mid-Cap Value ETF
RSP
Invesco Capital Management LLC - Invesco S&P 500 Equal Weight ETF
JPME
J.P.Morgan Investment Management Inc. - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
ONEY
SPDR Series Trust - SPDR Russell 1000 Yield Focus ETF
JHMM
John Hancock Investment Management LLC - John Hancock Multifactor Mid Cap ETF
FTA
First Trust Exchange-Traded Fund III - First Trust Large Capital Value AlphaDEX Fund
EQAL
Invesco Capital Management LLC - Invesco Russell 1000 Equal Weight ETF
JPUS
J.P.Morgan Investment Management Inc. - JPMorgan Diversified Return U.S. Equity ETF
FEX
First Trust Exchange-Traded Fund III - First Trust Large Cap Core AlphaDEX Fund

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Trading Strategies
Related toIMCV

Simon | KMLM switcher | Simon Shorts Ed. + MbM | (single pops)| BT 4/13/22

Category

Trend-following, RSI momentum, volatility hedging, leveraged ETFs, inverse ETFs, managed futures (KMLM), bonds/cash, tech/semis/small-cap/biotech, risk-on/off

OOS Cumulative Return

94.76%

(A) PURE CASH PLUS (17/4.5MDD) 2024

Category

Tactical allocation, Cash-plus, Volatility hedging, Dip buying, Trend-following, Multi-asset, Leveraged ETFs, Risk-managed

OOS Cumulative Return

2.26%

Create your own algorithmic trading strategy with IMCV using Composer

FAQ

IMCV is a US Equities ETF. The iShares Morningstar Mid-Cap Value ETF seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit value characteristics.

IMCV tracks the Morningstar US Mid Cap Broad Value Index.

No, IMCV is not actively managed. It is passively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

Yes, IMCV is passively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on IMCV is -0.0115%. This is the percent change in the value of IMCV over the most recent 1-month period. The 3-month return on IMCV is -0.0016%. This is the percent change in the value of IMCV over the most recent 3-month period.

The standard deviation of IMCV for the past year is 0.1848%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to IMCV include IWO, VTV, and VUG.

ETFs correlated to IMCV include IWS, VOE, and RSP.

ETFs that are inversely correlated to IMCV include TZA, RWM, and TWM.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.