IMCB vs WCMI

Comparison between ISHARES MORNINGSTAR MID-CAP ETF (IMCB, ETF) and FIRST TRUST WCM INTERNATIONAL EQUITY ETF (WCMI, ETF).

IMCB vs WCMI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IMCB(ETF)	WCMI(ETF)
Net Assets	$1.70B	$1.80B
Expense Ratio	0.04%	0.85%
Max Drawdown	59.59%	20.16%
Sharpe Ratio	1.51	1.13
5Y Beta	0.86	0.82
P/E Ratio	27.48	N/A
Forward P/E	18.47	N/A
PEG Ratio	0.32	N/A
5Y Dividends CAGR	13.10%	N/A
5Y EPS CAGR	12.80%	N/A
Debt to Equity	83.66%	N/A
P/S Ratio	1.95	N/A
P/B Ratio	3.45	N/A

Net Assets

IMCB

$1.70B

Winner

WCMI

$1.80B

Expense Ratio

Winner

IMCB

0.04%

WCMI

0.85%

Max Drawdown

IMCB

59.59%

Winner

WCMI

20.16%

Sharpe Ratio

Winner

IMCB

1.51

WCMI

1.13

5Y Beta

IMCB

0.86

Winner

WCMI

0.82

P/E Ratio

IMCB

27.48

WCMI

N/A

Forward P/E

IMCB

18.47

WCMI

N/A

PEG Ratio

IMCB

0.32

WCMI

N/A

5Y Dividends CAGR

IMCB

13.10%

WCMI

N/A

5Y EPS CAGR

IMCB

12.80%

WCMI

N/A

Debt to Equity

IMCB

83.66%

WCMI

N/A

P/S Ratio

IMCB

1.95

WCMI

N/A

P/B Ratio

IMCB

3.45

WCMI

N/A

IMCB vs WCMI - Holdings Comparison

IMCB and WCMI have 2 common holdings. Overlap is 0.10%

IMCB's top 25 holdings weight is 15.10%. WCMI's top 25 holdings weight is 75.13%.

Rank	IMCB	WCMI
#1	n/a (DELL) - 0.84%	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (n/a) - 7.12%
#2	AUTOMATIC DATA PROCESSING INC (ADP) - 0.74%	ROLLS-ROYCE HOLDINGS PLC (n/a) - 6.35%
#3	BANK OF NEW YORK MELLON CORP (BNY) - 0.71%	NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 5.08%
#4	SNOWFLAKE INC ORDINARY SHARES (SNOW) - 0.71%	BABCOCK INTERNATIONAL GROUP PLC (n/a) - 3.98%
#5	FORTINET INC (FTNT) - 0.70%	MIZUHO FINANCIAL GROUP INC (n/a) - 3.31%
#6	PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.70%	CONSTELLATION SOFTWARE INC (CNSWF) - 3.31%
#7	U.S. BANCORP (USB) - 0.68%	KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 3.10%
#8	CSX CORP (CSX) - 0.64%	SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 3.04%
#9	3M CO (MMM) - 0.63%	LOTTOMATICA GROUP SPA (n/a) - 3.01%
#10	FREEPORT-MCMORAN INC (FCX) - 0.63%	TESCO PLC (n/a) - 2.87%
#11	MARSH (MRSH) - 0.62%	COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO ADR (SBS) - 2.85%
#12	VALERO ENERGY CORP (VLO) - 0.62%	TEVA PHARMACEUTICAL INDUSTRIES LTD ADR (TEVA) - 2.78%
#13	MARATHON PETROLEUM CORP (MPC) - 0.61%	SOCIETE GENERALE SA (n/a) - 2.70%
#14	n/a (JCI) - 0.61%	SONY GROUP CORP ADR (SONY) - 2.67%
#15	CUMMINS INC (CMI) - 0.61%	CANADIAN NATURAL RESOURCES LTD (CNQ) - 2.36%
#16	CLOUDFLARE INC (NET) - 0.61%	JAPAN EXCHANGE GROUP INC (n/a) - 2.34%
#17	EMERSON ELECTRIC CO (EMR) - 0.60%	KB FINANCIAL GROUP INC (n/a) - 2.32%
#18	WILLIAMS COMPANIES INC (WMB) - 0.59%	SK HYNIX INC ADR (SKHY) - 2.27%
#19	DATADOG INC CLASS A (DDOG) - 0.58%	UBS GROUP AG REGISTERED SHARES (n/a) - 2.14%
#20	PHILLIPS 66 (PSX) - 0.57%	BROOKFIELD CORP REGISTERED SHS -A- LIMITED VTG (BN) - 2.08%
#21	DIGITAL REALTY TRUST INC (DLR) - 0.43%	WUXI BIOLOGICS (CAYMAN) INC (n/a) - 2.00%
#22	W.W. GRAINGER INC (GWW) - 0.42%	SLB LTD (SLB) - 1.89%
#23	AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 0.42%	NOVO NORDISK AS ADR (NVO) - 1.87%
#24	KINDER MORGAN INC CLASS P (KMI) - 0.42%	RENTOKIL INITIAL PLC (n/a) - 1.86%
#25	CENCORA INC (COR) - 0.41%	BAYER AG (n/a) - 1.83%
Total Holdings	357	52

IMCB vs WCMI - Historical Returns

Returns include dividend reinvestment.

Period	IMCB	WCMI
1 month	+2.82%	+1.60%
3 months	+10.33%	+4.44%
6 months	+14.95%	+10.42%
1 year	+25.79%	+26.72%
5 years(CAGR)	+9.54%	N/A
10 years(CAGR)	+11.47%	N/A
Max(CAGR)	+10.53%	+21.67%

Winner

IMCB

+2.82%

WCMI

+1.60%

Winner

IMCB

+10.33%

WCMI

+4.44%

Winner

IMCB

+14.95%

WCMI

+10.42%

IMCB

+25.79%

Winner

WCMI

+26.72%

5Y(CAGR)

IMCB

+9.54%

WCMI

N/A

10Y(CAGR)

IMCB

+11.47%

WCMI

N/A

Max(CAGR)

IMCB

+10.53%

Winner

WCMI

+21.67%

IMCB vs WCMI - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	IMCB	WCMI
2026	+20.02%	+13.60%
2025	+10.31%	+30.97%
2024	+15.66%	-5.05%
2023	+16.65%	N/A
2022	-15.81%	N/A
2021	+24.84%	N/A
2020	+13.21%	N/A
2019	+31.94%	N/A
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 WCMI Drawdown Comparison

The maximum drawdown for IMCB was -58.80%, occurring on Mar 9, 2009. Recovery took 899 trading sessions.

The maximum drawdown for WCMI was -12.79%, occurring on Apr 8, 2025. Recovery took 30 trading sessions.

The current WCMI drawdown is -1.12%.

Rank	IMCB	WCMI
#1	-58.80% Jul 13, 2007 - Feb 7, 2011	-12.79% Mar 17, 2025 - Apr 29, 2025
#2	-40.99% Feb 20, 2020 - Nov 9, 2020	-12.49% Jan 27, 2026 - Apr 14, 2026
#3	-25.14% Nov 16, 2021 - Mar 1, 2024	-8.03% Oct 6, 2025 - Dec 26, 2025
#4	-24.12% Apr 29, 2011 - Feb 3, 2012	-7.18% Oct 18, 2024 - Jan 28, 2025
#5	-20.32% Aug 29, 2018 - Apr 3, 2019	-6.81% Jun 22, 2026 - Jul 29, 2026
#6	-19.79% Nov 25, 2024 - Jul 22, 2025	-5.05% Jun 4, 2026 - Jun 15, 2026
#7	-18.79% May 22, 2015 - Jul 12, 2016	-4.56% May 6, 2026 - Jun 1, 2026
#8	-11.06% May 9, 2006 - Oct 16, 2006	-3.85% Apr 17, 2026 - May 5, 2026
#9	-10.64% Mar 19, 2012 - Sep 7, 2012	-3.29% Jun 12, 2025 - Jun 26, 2025
#10	-10.09% Sep 5, 2014 - Nov 6, 2014	-3.22% Mar 5, 2025 - Mar 17, 2025
#11	-8.86% Jan 26, 2018 - Aug 29, 2018	-3.08% Jun 30, 2025 - Sep 8, 2025
#12	-8.71% Mar 7, 2005 - Jun 16, 2005	-2.49% Feb 18, 2025 - Mar 5, 2025
#13	-8.42% Sep 12, 2005 - Nov 22, 2005	-1.99% Jan 12, 2026 - Jan 23, 2026
#14	-8.05% Feb 26, 2026 - Apr 17, 2026	-1.83% Jan 30, 2025 - Feb 12, 2025
#15	-7.86% May 21, 2013 - Jul 22, 2013	-1.33% May 2, 2025 - May 12, 2025

Correlation

Correlation between IMCB and WCMI is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2004 - 2026)

IMCB vs WCMI dividend yield comparison.

Year	IMCB	WCMI
2026	0.53%	0.24%
2025	1.42%	0.78%
2024	1.43%	15.26%
2023	1.55%	0.00%
2022	1.70%	0.00%
2021	1.08%	0.00%
2020	1.12%	0.00%
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%