CRBN vs IMCV
Comparison between ISHARES MSCI ACWI LOW CARBON TARGET ETF (CRBN, ETF) and ISHARES MORNINGSTAR MID-CAP VALUE ETF (IMCV, ETF).
5-Year PerformanceCRBN has outperformed IMCV, delivering a return of +10.9% compared to +8.4%
CRBN vs IMCV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CRBN
$979M
IMCV
$976M
Expense Ratio
CRBN
0.20%
Winner
IMCV
0.06%
Max Drawdown
Winner
CRBN
33.13%
IMCV
66.48%
Sharpe Ratio
Winner
CRBN
1.89
IMCV
1.58
5Y Beta
CRBN
0.90
Winner
IMCV
0.71
P/E Ratio
CRBN
28.97
Winner
IMCV
19.59
Forward P/E
CRBN
18.81
Winner
IMCV
13.57
PEG Ratio
CRBN
0.41
Winner
IMCV
0.29
5Y Dividends CAGR
Winner
CRBN
15.13%
IMCV
9.93%
5Y EPS CAGR
Winner
CRBN
25.60%
IMCV
11.33%
Debt to Equity
Winner
CRBN
48.84%
IMCV
63.30%
P/S Ratio
CRBN
4.49
Winner
IMCV
1.36
P/B Ratio
CRBN
4.74
Winner
IMCV
2.40
CRBN vs IMCV - Holdings Comparison
CRBN and IMCV have 143 common holdings. Overlap is 9.71%
CRBN's top 25 holdings weight is 33.39%. IMCV's top 25 holdings weight is 26.22%.
| Rank | CRBN | IMCV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 5.38% | NEWMONT CORP (NEM) - 1.74% |
| #2 | APPLE INC (AAPL) - 4.12% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.23% |
| #3 | MICROSOFT CORP (MSFT) - 3.11% | U.S. BANCORP (USB) - 1.20% |
| #4 | AMAZON.COM INC (AMZN) - 2.61% | WILLIAMS COMPANIES INC (WMB) - 1.20% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.21% | FEDEX CORP (FDX) - 1.18% |
| #6 | BROADCOM INC (AVGO) - 1.95% | CSX CORP (CSX) - 1.17% |
| #7 | n/a (n/a) - 1.93% | SLB LTD (SLB) - 1.13% |
| #8 | ALPHABET INC CLASS C (GOOG) - 1.62% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.10% |
| #9 | META PLATFORMS INC CLASS A (META) - 1.50% | ELEVANCE HEALTH INC (ELV) - 1.09% |
| #10 | TESLA INC (TSLA) - 1.15% | ILLINOIS TOOL WORKS INC (ITW) - 1.07% |
| #11 | JPMORGAN CHASE & CO (JPM) - 0.93% | REGENERON PHARMACEUTICALS INC (REGN) - 1.03% |
| #12 | JOHNSON & JOHNSON (JNJ) - 0.72% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.02% |
| #13 | ELI LILLY AND CO (LLY) - 0.72% | THE CIGNA GROUP (CI) - 1.02% |
| #14 | MICRON TECHNOLOGY INC (MU) - 0.65% | VALERO ENERGY CORP (VLO) - 1.00% |
| #15 | HALLIBURTON CO (HAL) - 0.61% | EOG RESOURCES INC (EOG) - 1.00% |
| #16 | ASML HOLDING NV (n/a) - 0.58% | GENERAL MOTORS CO (GM) - 0.97% |
| #17 | VISA INC CLASS A (V) - 0.58% | AMERICAN ELECTRIC POWER CO INC (AEP) - 0.96% |
| #18 | WALMART INC (WMT) - 0.58% | AIR PRODUCTS AND CHEMICALS INC (APD) - 0.93% |
| #19 | ADVANCED MICRO DEVICES INC (AMD) - 0.57% | THE TRAVELERS COMPANIES INC (TRV) - 0.91% |
| #20 | SAMSUNG ELECTRONICS CO LTD (n/a) - 0.56% | SIMON PROPERTY GROUP INC (SPG) - 0.90% |
| #21 | APPLIED MATERIALS INC (AMAT) - 0.27% | PACCAR INC (PCAR) - 0.90% |
| #22 | TEXAS PACIFIC LAND CORP (TPL) - 0.27% | MARATHON PETROLEUM CORP (MPC) - 0.90% |
| #23 | AMPHENOL CORP CLASS A (APH) - 0.27% | TRUIST FINANCIAL CORP (TFC) - 0.89% |
| #24 | BANCO SANTANDER SA (n/a) - 0.25% | n/a (WBD) - 0.84% |
| #25 | GRACO INC (GGG) - 0.25% | KINDER MORGAN INC CLASS P (KMI) - 0.84% |
| Total Holdings | 973 | 279 |
CRBN vs IMCV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CRBN
+7.87%
IMCV
+1.53%
3M
Winner
CRBN
+4.77%
IMCV
+0.72%
6M
Winner
CRBN
+11.68%
IMCV
+11.67%
1Y
Winner
CRBN
+31.12%
IMCV
+23.84%
5Y(CAGR)
Winner
CRBN
+10.86%
IMCV
+8.43%
10Y(CAGR)
Winner
CRBN
+12.86%
IMCV
+10.57%
Max(CAGR)
Winner
CRBN
+11.37%
IMCV
+9.61%
CRBN vs IMCV - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | CRBN | IMCV |
|---|---|---|
| 2026 | +8.08% | +6.95% |
| 2025 | +22.08% | +13.71% |
| 2024 | +20.37% | +11.90% |
| 2023 | +22.20% | +12.04% |
| 2022 | -19.43% | -7.02% |
| 2021 | +19.27% | +35.83% |
| 2020 | +15.53% | -3.61% |
| 2019 | +28.08% | +24.35% |
| 2018 | -10.54% | -11.68% |
| 2017 | +22.68% | +11.51% |
| 2016 | +9.55% | +25.77% |
| 2015 | +0.24% | -2.44% |
| 2014 | +4.31% | +12.32% |
| 2013 | N/A | +38.47% |
| 2012 | N/A | +15.22% |
| 2011 | N/A | -3.91% |
| 2010 | N/A | +18.47% |
| 2009 | N/A | +31.62% |
| 2008 | N/A | -34.80% |
| 2007 | N/A | -6.70% |
| 2006 | N/A | +17.11% |
| 2005 | N/A | +12.96% |
| 2004 | N/A | +14.93% |
CRBN vs IMCV Drawdown Comparison
The maximum drawdown for CRBN was -33.13%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The maximum drawdown for IMCV was -64.75%, occurring on Mar 9, 2009. Recovery took 1397 trading sessions.
The current CRBN drawdown is -0.00%. The current IMCV drawdown is -1.28%.
| Rank | CRBN | IMCV |
|---|---|---|
| #1 | -33.13% Feb 12, 2020 - Aug 24, 2020 | -64.75% Jun 4, 2007 - Dec 18, 2012 |
| #2 | -27.02% Jan 4, 2022 - Jan 29, 2024 | -46.33% Jan 17, 2020 - Jan 14, 2021 |
| #3 | -19.51% Jan 26, 2018 - Jul 3, 2019 | -19.85% Apr 20, 2022 - Dec 26, 2023 |
| #4 | -18.70% May 21, 2015 - Dec 13, 2016 | -19.61% Jan 26, 2018 - Sep 12, 2019 |
| #5 | -16.60% Feb 18, 2025 - May 19, 2025 | -18.62% Nov 29, 2024 - Aug 22, 2025 |
| #6 | -10.08% Feb 25, 2026 - Apr 17, 2026 | -16.48% May 21, 2015 - Apr 19, 2016 |
| #7 | -8.37% Jul 16, 2024 - Aug 23, 2024 | -9.36% Aug 29, 2014 - Nov 24, 2014 |
| #8 | -7.66% Sep 2, 2020 - Nov 9, 2020 | -8.13% Aug 3, 2005 - Dec 1, 2005 |
| #9 | -6.55% Jul 24, 2019 - Oct 24, 2019 | -7.88% Jun 8, 2021 - Oct 19, 2021 |
| #10 | -5.62% Mar 21, 2024 - May 14, 2024 | -7.59% Jun 23, 2016 - Jul 12, 2016 |
| #11 | -5.59% Sep 3, 2021 - Oct 28, 2021 | -7.49% May 8, 2006 - Oct 5, 2006 |
| #12 | -5.25% Oct 28, 2025 - Dec 10, 2025 | -7.40% Nov 16, 2021 - Dec 31, 2021 |
| #13 | -5.08% Nov 8, 2021 - Jan 4, 2022 | -6.91% Feb 26, 2026 - Apr 30, 2026 |
| #14 | -4.97% Feb 16, 2021 - Apr 5, 2021 | -6.79% Jan 14, 2022 - Mar 25, 2022 |
| #15 | -4.91% Dec 6, 2024 - Feb 6, 2025 | -6.35% Jan 22, 2014 - Feb 20, 2014 |
Correlation
Correlation between CRBN and IMCV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2004 - 2026)
CRBN vs IMCV dividend yield comparison.
| Year | CRBN | IMCV |
|---|---|---|
| 2026 | 0.00% | 0.40% |
| 2025 | 2.21% | 2.23% |
| 2024 | 1.94% | 2.36% |
| 2023 | 2.01% | 2.30% |
| 2022 | 1.95% | 2.36% |
| 2021 | 1.57% | 1.86% |
| 2020 | 1.41% | 2.61% |
| 2019 | 2.27% | 2.45% |
| 2018 | 2.51% | 2.61% |
| 2017 | 2.05% | 1.87% |
| 2016 | 2.27% | 2.09% |
| 2015 | 2.01% | 2.29% |
| 2014 | 0.00% | 1.95% |
| 2013 | 0.00% | 1.87% |
| 2012 | 0.00% | 2.25% |
| 2011 | 0.00% | 2.26% |
| 2010 | 0.00% | 2.64% |
| 2009 | 0.00% | 2.19% |
| 2008 | 0.00% | 3.80% |
| 2007 | 0.00% | 2.55% |
| 2006 | 0.00% | 1.77% |
| 2005 | 0.00% | 2.57% |
| 2004 | 0.00% | 0.98% |
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