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IMCV vs CERY

Comparison between ISHARES MORNINGSTAR MID-CAP VALUE ETF (IMCV, ETF) and SPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 ETF (CERY, ETF).

IMCV vs CERY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IMCV
$976M
CERY
$974M
Expense Ratio
Winner
IMCV
0.06%
CERY
0.28%
Max Drawdown
IMCV
66.48%
Winner
CERY
10.05%
Sharpe Ratio
IMCV
1.58
Winner
CERY
2.42
5Y Beta
IMCV
0.71
Winner
CERY
0.18
P/E Ratio
IMCV
19.59
CERY
N/A
Forward P/E
IMCV
13.57
CERY
N/A
PEG Ratio
IMCV
0.29
CERY
N/A
5Y Dividends CAGR
IMCV
9.93%
CERY
N/A
5Y EPS CAGR
IMCV
11.33%
CERY
N/A
Debt to Equity
IMCV
63.30%
CERY
N/A
P/S Ratio
IMCV
1.36
CERY
N/A
P/B Ratio
IMCV
2.40
CERY
N/A

IMCV vs CERY - Historical Returns

Returns include dividend reinvestment.

1M
IMCV
+1.53%
Winner
CERY
+6.28%
3M
IMCV
+0.72%
Winner
CERY
+18.23%
6M
IMCV
+11.67%
Winner
CERY
+33.28%
1Y
IMCV
+23.84%
Winner
CERY
+47.12%
5Y(CAGR)
IMCV
+8.43%
CERY
N/A
10Y(CAGR)
IMCV
+10.57%
CERY
N/A
Max(CAGR)
IMCV
+9.61%
Winner
CERY
+30.56%

IMCV vs CERY - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearIMCVCERY
2026+6.95%+29.15%
2025+13.71%+15.10%
2024+11.90%+3.92%
2023+12.04%N/A
2022-7.02%N/A
2021+35.83%N/A
2020-3.61%N/A
2019+24.35%N/A
2018-11.68%N/A
2017+11.51%N/A
2016+25.77%N/A
2015-2.44%N/A
2014+12.32%N/A
2013+38.47%N/A
2012+15.22%N/A
2011-3.91%N/A
2010+18.47%N/A
2009+31.62%N/A
2008-34.80%N/A
2007-6.70%N/A
2006+17.11%N/A
2005+12.96%N/A
2004+14.93%N/A

IMCV vs CERY Drawdown Comparison

The maximum drawdown for IMCV was -64.75%, occurring on Mar 9, 2009. Recovery took 1397 trading sessions.

The maximum drawdown for CERY was -10.05%, occurring on Apr 8, 2025. Recovery took 52 trading sessions.

The current IMCV drawdown is -1.28%. The current CERY drawdown is -1.85%.

RankIMCVCERY
#1-64.75%
Jun 4, 2007 - Dec 18, 2012
-10.05%
Apr 2, 2025 - Jun 17, 2025
#2-46.33%
Jan 17, 2020 - Jan 14, 2021
-6.98%
Jan 29, 2026 - Mar 2, 2026
#3-19.85%
Apr 20, 2022 - Dec 26, 2023
-5.84%
Oct 7, 2024 - Jan 15, 2025
#4-19.61%
Jan 26, 2018 - Sep 12, 2019
-4.45%
Mar 12, 2026 - Apr 6, 2026
#5-18.62%
Nov 29, 2024 - Aug 22, 2025
-4.33%
Jun 18, 2025 - Sep 15, 2025
#6-16.48%
May 21, 2015 - Apr 19, 2016
-4.07%
Feb 19, 2025 - Apr 1, 2025
#7-9.36%
Aug 29, 2014 - Nov 24, 2014
-2.76%
Nov 11, 2025 - Dec 1, 2025
#8-8.13%
Aug 3, 2005 - Dec 1, 2005
-2.54%
Oct 8, 2025 - Oct 20, 2025
#9-7.88%
Jun 8, 2021 - Oct 19, 2021
-2.43%
Dec 5, 2025 - Dec 22, 2025
#10-7.59%
Jun 23, 2016 - Jul 12, 2016
-2.20%
Dec 26, 2025 - Jan 5, 2026
#11-7.49%
May 8, 2006 - Oct 5, 2006
-2.12%
May 5, 2026 - May 6, 2026
#12-7.40%
Nov 16, 2021 - Dec 31, 2021
-1.99%
Jan 15, 2025 - Feb 10, 2025
#13-6.91%
Feb 26, 2026 - Apr 30, 2026
-1.98%
Sep 16, 2025 - Sep 26, 2025
#14-6.79%
Jan 14, 2022 - Mar 25, 2022
-1.94%
Apr 6, 2026 - Apr 16, 2026
#15-6.35%
Jan 22, 2014 - Feb 20, 2014
-1.82%
Sep 5, 2024 - Sep 12, 2024

Correlation

Correlation between IMCV and CERY is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (2004 - 2026)

IMCV vs CERY dividend yield comparison.

YearIMCVCERY
20260.40%0.00%
20252.23%4.99%
20242.36%0.52%
20232.30%0.00%
20222.36%0.00%
20211.86%0.00%
20202.61%0.00%
20192.45%0.00%
20182.61%0.00%
20171.87%0.00%
20162.09%0.00%
20152.29%0.00%
20141.95%0.00%
20131.87%0.00%
20122.25%0.00%
20112.26%0.00%
20102.64%0.00%
20092.19%0.00%
20083.80%0.00%
20072.55%0.00%
20061.77%0.00%
20052.57%0.00%
20040.98%0.00%

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