IMCB vs ARKW
Comparison between iShares Morningstar Mid-Cap ETF (IMCB, ETF) and ARK NEXT GENERATION INTERNET ETF (ARKW, ETF).
5-Year PerformanceIMCB has outperformed ARKW, delivering a return of +8.1% compared to +1.7%
IMCB vs ARKW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IMCB
$1.40B
Winner
ARKW
$1.50B
Expense Ratio
Winner
IMCB
0.04%
ARKW
0.76%
Max Drawdown
Winner
IMCB
59.59%
ARKW
80.55%
Sharpe Ratio
Winner
IMCB
1.43
ARKW
1.18
5Y Beta
Winner
IMCB
0.86
ARKW
1.75
P/E Ratio
IMCB
26.48
Winner
ARKW
-59.25
Forward P/E
Winner
IMCB
17.91
ARKW
46.70
PEG Ratio
IMCB
0.39
ARKW
N/A
5Y Dividends CAGR
IMCB
16.66%
ARKW
N/A
5Y EPS CAGR
IMCB
13.55%
ARKW
N/A
Debt to Equity
IMCB
55.39%
ARKW
N/A
P/S Ratio
Winner
IMCB
1.93
ARKW
3.95
P/B Ratio
Winner
IMCB
3.52
ARKW
6.71
IMCB vs ARKW - Holdings Comparison
IMCB and ARKW have 12 common holdings. Overlap is 2.57%
IMCB's top 25 holdings weight is 17.35%. ARKW's top 25 holdings weight is 86.74%.
| Rank | IMCB | ARKW |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.05% | ADVANCED MICRO DEVICES INC (AMD) - 8.69% |
| #2 | MARVELL TECHNOLOGY INC (MRVL) - 0.97% | TESLA INC (TSLA) - 8.46% |
| #3 | WESTERN DIGITAL CORP (WDC) - 0.95% | ARK BITCOIN ETF HOLDCO (ARKW) (n/a) - 5.96% |
| #4 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.94% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 5.01% |
| #5 | CORNING INC (GLW) - 0.89% | SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 4.58% |
| #6 | NEWMONT CORP (NEM) - 0.89% | ROKU INC CLASS A (ROKU) - 4.23% |
| #7 | VERTIV HOLDINGS CO CLASS A (VRT) - 0.85% | AMAZON.COM INC (AMZN) - 4.09% |
| #8 | HOWMET AEROSPACE INC (HWM) - 0.66% | CIRCLE INTERNET GROUP INC ORDINARY SHARES CLASS A (CRCL) - 4.08% |
| #9 | QUANTA SERVICES INC (PWR) - 0.66% | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 3.88% |
| #10 | BANK OF NEW YORK MELLON CORP (BK) - 0.65% | COINBASE GLOBAL INC ORDINARY SHARES CLASS A (COIN) - 3.87% |
| #11 | CUMMINS INC (CMI) - 0.64% | ALPHABET INC CLASS C (GOOG) - 3.55% |
| #12 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.63% | ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 3.13% |
| #13 | n/a (JCI) - 0.62% | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 2.87% |
| #14 | FREEPORT-MCMORAN INC (FCX) - 0.61% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.84% |
| #15 | WILLIAMS COMPANIES INC (WMB) - 0.61% | BLOCK INC CLASS A (XYZ) - 2.83% |
| #16 | U.S. BANCORP (USB) - 0.61% | OPENAI GROUP PBC SERIES C (n/a) - 2.55% |
| #17 | FEDEX CORP (FDX) - 0.60% | BROADCOM INC (AVGO) - 2.32% |
| #18 | CSX CORP (CSX) - 0.60% | BULLISH (BLSH) - 2.09% |
| #19 | SLB LTD (SLB) - 0.58% | BITMINE IMMERSION TECHNOLOGIES INC (BMNR) - 2.00% |
| #20 | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 0.56% | CLOUDFLARE INC (NET) - 1.85% |
| #21 | EMERSON ELECTRIC CO (EMR) - 0.56% | META PLATFORMS INC CLASS A (META) - 1.82% |
| #22 | ELEVANCE HEALTH INC (ELV) - 0.56% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.81% |
| #23 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 0.56% | EVERPURE INC CLASS A (P) - 1.49% |
| #24 | ILLINOIS TOOL WORKS INC (ITW) - 0.55% | DATADOG INC CLASS A (DDOG) - 1.46% |
| #25 | CRH PLC (CRH) - 0.55% | NETFLIX INC (NFLX) - 1.28% |
| Total Holdings | 406 | 43 |
IMCB vs ARKW - Historical Returns
Returns include dividend reinvestment.
1M
IMCB
+4.63%
Winner
ARKW
+17.62%
3M
IMCB
+4.19%
Winner
ARKW
+14.83%
6M
Winner
IMCB
+11.33%
ARKW
-8.19%
1Y
IMCB
+22.95%
Winner
ARKW
+40.74%
5Y(CAGR)
Winner
IMCB
+8.09%
ARKW
+1.71%
10Y(CAGR)
IMCB
+11.19%
Winner
ARKW
+23.96%
Max(CAGR)
IMCB
+10.17%
Winner
ARKW
+20.78%
IMCB vs ARKW - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | IMCB | ARKW |
|---|---|---|
| 2026 | +9.10% | -1.50% |
| 2025 | +10.31% | +37.47% |
| 2024 | +15.66% | +48.08% |
| 2023 | +16.65% | +101.17% |
| 2022 | -15.81% | -68.05% |
| 2021 | +24.84% | -18.52% |
| 2020 | +13.21% | +151.90% |
| 2019 | +31.94% | +35.63% |
| 2018 | -11.90% | +1.03% |
| 2017 | +18.71% | +84.89% |
| 2016 | +13.45% | +11.88% |
| 2015 | -1.38% | +16.62% |
| 2014 | +16.81% | +2.70% |
| 2013 | +29.45% | N/A |
| 2012 | +15.55% | N/A |
| 2011 | +0.77% | N/A |
| 2010 | +24.95% | N/A |
| 2009 | +34.77% | N/A |
| 2008 | -37.81% | N/A |
| 2007 | +1.91% | N/A |
| 2006 | +12.68% | N/A |
| 2005 | +11.63% | N/A |
| 2004 | +13.47% | N/A |
IMCB vs ARKW Drawdown Comparison
The maximum drawdown for IMCB was -58.80%, occurring on Mar 9, 2009. Recovery took 899 trading sessions.
The maximum drawdown for ARKW was -80.52%, occurring on Dec 28, 2022. This drawdown has not yet recovered.
The current IMCB drawdown is -1.02%. The current ARKW drawdown is -20.30%.
| Rank | IMCB | ARKW |
|---|---|---|
| #1 | -58.80% Jul 13, 2007 - Feb 7, 2011 | -80.52% Feb 12, 2021 - Dec 28, 2022 |
| #2 | -40.99% Feb 20, 2020 - Nov 9, 2020 | -40.66% Feb 19, 2020 - May 19, 2020 |
| #3 | -25.14% Nov 16, 2021 - Mar 1, 2024 | -31.62% Dec 2, 2015 - Jul 18, 2016 |
| #4 | -24.12% Apr 29, 2011 - Feb 3, 2012 | -25.49% Aug 29, 2018 - Mar 21, 2019 |
| #5 | -20.32% Aug 29, 2018 - Apr 3, 2019 | -14.72% May 3, 2019 - Jul 15, 2019 |
| #6 | -19.79% Nov 25, 2024 - Jul 22, 2025 | -14.03% Sep 1, 2020 - Oct 8, 2020 |
| #7 | -18.79% May 22, 2015 - Jul 12, 2016 | -13.41% Jul 24, 2019 - Nov 22, 2019 |
| #8 | -11.06% May 9, 2006 - Oct 16, 2006 | -13.23% Jun 22, 2015 - Dec 1, 2015 |
| #9 | -10.64% Mar 19, 2012 - Sep 7, 2012 | -12.00% Mar 12, 2018 - Jun 4, 2018 |
| #10 | -10.09% Sep 5, 2014 - Nov 6, 2014 | -9.72% Nov 6, 2020 - Nov 20, 2020 |
| #11 | -8.86% Jan 26, 2018 - Aug 29, 2018 | -9.07% Jan 26, 2018 - Feb 15, 2018 |
| #12 | -8.71% Mar 7, 2005 - Jun 16, 2005 | -8.59% Oct 13, 2020 - Nov 5, 2020 |
| #13 | -8.42% Sep 12, 2005 - Nov 22, 2005 | -8.44% Oct 3, 2014 - Oct 31, 2014 |
| #14 | -8.05% Feb 26, 2026 - Apr 17, 2026 | -7.51% Jun 18, 2018 - Aug 27, 2018 |
| #15 | -7.86% May 21, 2013 - Jul 22, 2013 | -7.49% Oct 3, 2016 - Nov 17, 2016 |
Correlation
Correlation between IMCB and ARKW is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2004 - 2026)
IMCB vs ARKW dividend yield comparison.
| Year | IMCB | ARKW |
|---|---|---|
| 2026 | 0.27% | 0.00% |
| 2025 | 1.42% | 1.59% |
| 2024 | 1.43% | 0.00% |
| 2023 | 1.55% | 0.00% |
| 2022 | 1.70% | 0.00% |
| 2021 | 1.08% | 0.17% |
| 2020 | 1.12% | 1.29% |
| 2019 | 1.32% | 0.00% |
| 2018 | 1.80% | 13.05% |
| 2017 | 1.31% | 2.05% |
| 2016 | 1.79% | 0.00% |
| 2015 | 1.47% | 2.29% |
| 2014 | 1.40% | 0.00% |
| 2013 | 1.19% | 0.00% |
| 2012 | 1.34% | 0.00% |
| 2011 | 1.34% | 0.00% |
| 2010 | 1.36% | 0.00% |
| 2009 | 1.32% | 0.00% |
| 2008 | 1.81% | 0.00% |
| 2007 | 1.08% | 0.00% |
| 2006 | 1.28% | 0.00% |
| 2005 | 1.05% | 0.00% |
| 2004 | 0.36% | 0.00% |
Select Stocks to Compare
Popular: IMCB vs SPYARKW vs SPY
More Comparisons
Compare with similar stocks