IMCB vs URNM
Comparison between ISHARES MORNINGSTAR MID-CAP ETF (IMCB, ETF) and Sprott Uranium Miners ETF (URNM, ETF).
5-Year PerformanceURNM has outperformed IMCB, delivering a return of +17.6% compared to +9.5%
IMCB vs URNM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IMCB
$1.70B
Winner
URNM
$1.80B
Expense Ratio
Winner
IMCB
0.04%
URNM
0.75%
Max Drawdown
IMCB
59.59%
Winner
URNM
52.13%
Sharpe Ratio
Winner
IMCB
1.51
URNM
0.51
5Y Beta
Winner
IMCB
0.86
URNM
1.27
P/E Ratio
IMCB
27.48
URNM
N/A
Forward P/E
IMCB
18.47
URNM
N/A
PEG Ratio
IMCB
0.32
URNM
N/A
5Y Dividends CAGR
IMCB
13.10%
URNM
N/A
5Y EPS CAGR
IMCB
12.80%
URNM
N/A
Debt to Equity
IMCB
83.66%
URNM
N/A
P/S Ratio
IMCB
1.95
URNM
N/A
P/B Ratio
IMCB
3.45
URNM
N/A
IMCB vs URNM - Holdings Comparison
IMCB and URNM have 1 common holdings. Overlap is 0.00%
IMCB's top 25 holdings weight is 15.10%. URNM's top 25 holdings weight is 99.79%.
| Rank | IMCB | URNM |
|---|---|---|
| #1 | n/a (DELL) - 0.84% | CAMECO CORP (n/a) - 19.73% |
| #2 | AUTOMATIC DATA PROCESSING INC (ADP) - 0.74% | SPROTT PHYSICAL URANIUM TRUST (n/a) - 13.91% |
| #3 | BANK OF NEW YORK MELLON CORP (BNY) - 0.71% | NEXGEN ENERGY LTD (n/a) - 12.81% |
| #4 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 0.71% | DENISON MINES CORP (n/a) - 5.07% |
| #5 | FORTINET INC (FTNT) - 0.70% | NATIONAL ATOMIC CO KAZATOMPROM JSC GDR REGULATION S (NATKY) - 4.91% |
| #6 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.70% | PALADIN ENERGY LTD (n/a) - 4.44% |
| #7 | U.S. BANCORP (USB) - 0.68% | CGN MINING CO LTD (n/a) - 4.44% |
| #8 | CSX CORP (CSX) - 0.64% | DEEP YELLOW LTD (n/a) - 4.40% |
| #9 | 3M CO (MMM) - 0.63% | ENERGY FUELS INC (UUUU) - 4.39% |
| #10 | FREEPORT-MCMORAN INC (FCX) - 0.63% | URANIUM ENERGY CORP (UEC) - 4.27% |
| #11 | MARSH (MRSH) - 0.62% | YELLOW CAKE PLC ORDINARY SHARES (YLLXF) - 4.10% |
| #12 | VALERO ENERGY CORP (VLO) - 0.62% | UR-ENERGY INC (URG) - 2.80% |
| #13 | MARATHON PETROLEUM CORP (MPC) - 0.61% | BANNERMAN ENERGY LTD (n/a) - 2.67% |
| #14 | n/a (JCI) - 0.61% | ISOENERGY LTD (n/a) - 2.14% |
| #15 | CUMMINS INC (CMI) - 0.61% | BOSS ENERGY LTD (n/a) - 2.12% |
| #16 | CLOUDFLARE INC (NET) - 0.61% | ATHA ENERGY CORP (n/a) - 1.33% |
| #17 | EMERSON ELECTRIC CO (EMR) - 0.60% | ENCORE ENERGY CORP (EU) - 1.33% |
| #18 | WILLIAMS COMPANIES INC (WMB) - 0.59% | GLOBAL ATOMIC CORP (n/a) - 1.19% |
| #19 | DATADOG INC CLASS A (DDOG) - 0.58% | MEGA URANIUM LTD (n/a) - 0.80% |
| #20 | PHILLIPS 66 (PSX) - 0.57% | ALLIGATOR ENERGY LTD (n/a) - 0.75% |
| #21 | DIGITAL REALTY TRUST INC (DLR) - 0.43% | EAGLE NUCLEAR ENERGY CORP (NUCL) - 0.63% |
| #22 | W.W. GRAINGER INC (GWW) - 0.42% | LOTUS RESOURCES LTD (n/a) - 0.49% |
| #23 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 0.42% | PENINSULA ENERGY LTD (n/a) - 0.47% |
| #24 | KINDER MORGAN INC CLASS P (KMI) - 0.42% | LARAMIDE RESOURCES LTD (n/a) - 0.46% |
| #25 | CENCORA INC (COR) - 0.41% | STATE STREET INSTL TRS PLS MMKT PREMIER (TPIXX) - 0.14% |
| Total Holdings | 357 | 29 |
IMCB vs URNM - Historical Returns
Returns include dividend reinvestment.
1M
IMCB
+2.82%
Winner
URNM
+7.62%
3M
Winner
IMCB
+10.33%
URNM
-18.62%
6M
Winner
IMCB
+14.95%
URNM
-20.51%
1Y
Winner
IMCB
+25.79%
URNM
+19.14%
5Y(CAGR)
IMCB
+9.54%
Winner
URNM
+17.61%
10Y(CAGR)
IMCB
+11.47%
URNM
N/A
Max(CAGR)
IMCB
+10.53%
Winner
URNM
+28.01%
IMCB vs URNM - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | IMCB | URNM |
|---|---|---|
| 2026 | +20.02% | -9.79% |
| 2025 | +10.31% | +31.26% |
| 2024 | +15.66% | -12.51% |
| 2023 | +16.65% | +58.81% |
| 2022 | -15.81% | -18.24% |
| 2021 | +24.84% | +77.71% |
| 2020 | +13.21% | +67.70% |
| 2019 | +31.94% | +3.70% |
| 2018 | -11.90% | N/A |
| 2017 | +18.71% | N/A |
| 2016 | +13.45% | N/A |
| 2015 | -1.38% | N/A |
| 2014 | +16.81% | N/A |
| 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 URNM Drawdown Comparison
The maximum drawdown for IMCB was -58.80%, occurring on Mar 9, 2009. Recovery took 899 trading sessions.
The maximum drawdown for URNM was -50.74%, occurring on Apr 8, 2025. Recovery took 330 trading sessions.
The current URNM drawdown is -35.08%.
| Rank | IMCB | URNM |
|---|---|---|
| #1 | -58.80% Jul 13, 2007 - Feb 7, 2011 | -50.74% May 20, 2024 - Sep 15, 2025 |
| #2 | -40.99% Feb 20, 2020 - Nov 9, 2020 | -43.89% Jan 28, 2026 - Jul 29, 2026 |
| #3 | -25.14% Nov 16, 2021 - Mar 1, 2024 | -42.41% Nov 9, 2021 - Sep 25, 2023 |
| #4 | -24.12% Apr 29, 2011 - Feb 3, 2012 | -38.39% Jan 6, 2020 - Apr 20, 2020 |
| #5 | -20.32% Aug 29, 2018 - Apr 3, 2019 | -28.21% Jun 7, 2021 - Sep 2, 2021 |
| #6 | -19.79% Nov 25, 2024 - Jul 22, 2025 | -23.41% Oct 14, 2025 - Jan 12, 2026 |
| #7 | -18.79% May 22, 2015 - Jul 12, 2016 | -23.10% Sep 15, 2021 - Oct 20, 2021 |
| #8 | -11.06% May 9, 2006 - Oct 16, 2006 | -22.46% Sep 1, 2020 - Dec 7, 2020 |
| #9 | -10.64% Mar 19, 2012 - Sep 7, 2012 | -21.04% Feb 1, 2024 - May 20, 2024 |
| #10 | -10.09% Sep 5, 2014 - Nov 6, 2014 | -14.94% Jan 7, 2021 - Feb 8, 2021 |
| #11 | -8.86% Jan 26, 2018 - Aug 29, 2018 | -13.31% Apr 5, 2021 - May 5, 2021 |
| #12 | -8.71% Mar 7, 2005 - Jun 16, 2005 | -13.18% Sep 28, 2023 - Nov 17, 2023 |
| #13 | -8.42% Sep 12, 2005 - Nov 22, 2005 | -12.87% Feb 17, 2021 - Mar 16, 2021 |
| #14 | -8.05% Feb 26, 2026 - Apr 17, 2026 | -11.55% Mar 16, 2021 - Apr 5, 2021 |
| #15 | -7.86% May 21, 2013 - Jul 22, 2013 | -10.95% Oct 20, 2021 - Nov 8, 2021 |
Correlation
Correlation between IMCB and URNM is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2004 - 2026)
IMCB vs URNM dividend yield comparison.
| Year | IMCB | URNM |
|---|---|---|
| 2026 | 0.53% | 0.00% |
| 2025 | 1.42% | 3.18% |
| 2024 | 1.43% | 3.18% |
| 2023 | 1.55% | 3.63% |
| 2022 | 1.70% | 0.00% |
| 2021 | 1.08% | 6.70% |
| 2020 | 1.12% | 2.57% |
| 2019 | 1.32% | 0.00% |
| 2018 | 1.80% | 0.00% |
| 2017 | 1.31% | 0.00% |
| 2016 | 1.79% | 0.00% |
| 2015 | 1.47% | 0.00% |
| 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% |
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