IMCV vs SUSL
Comparison between ISHARES MORNINGSTAR MID-CAP VALUE ETF (IMCV, ETF) and ISHARES ESG MSCI USA LEADERS ETF (SUSL, ETF).
5-Year PerformanceSUSL has outperformed IMCV, delivering a return of +13.5% compared to +8.4%
IMCV vs SUSL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IMCV
$976M
SUSL
$972M
Expense Ratio
Winner
IMCV
0.06%
SUSL
0.10%
Max Drawdown
IMCV
66.48%
Winner
SUSL
34.26%
Sharpe Ratio
IMCV
1.58
Winner
SUSL
2.05
5Y Beta
Winner
IMCV
0.71
SUSL
1.00
P/E Ratio
Winner
IMCV
19.59
SUSL
30.28
Forward P/E
Winner
IMCV
13.57
SUSL
23.71
PEG Ratio
Winner
IMCV
0.29
SUSL
0.52
5Y Dividends CAGR
IMCV
9.93%
Winner
SUSL
10.73%
5Y EPS CAGR
IMCV
11.33%
Winner
SUSL
35.86%
Debt to Equity
IMCV
63.30%
Winner
SUSL
33.90%
P/S Ratio
Winner
IMCV
1.36
SUSL
4.28
P/B Ratio
Winner
IMCV
2.40
SUSL
7.23
IMCV vs SUSL - Holdings Comparison
IMCV and SUSL have 139 common holdings. Overlap is 15.66%
IMCV's top 25 holdings weight is 26.22%. SUSL's top 25 holdings weight is 59.96%.
| Rank | IMCV | SUSL |
|---|---|---|
| #1 | NEWMONT CORP (NEM) - 1.74% | NVIDIA CORP (NVDA) - 16.19% |
| #2 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.23% | MICROSOFT CORP (MSFT) - 9.23% |
| #3 | U.S. BANCORP (USB) - 1.20% | ALPHABET INC CLASS A (GOOGL) - 6.27% |
| #4 | WILLIAMS COMPANIES INC (WMB) - 1.20% | ALPHABET INC CLASS C (GOOG) - 5.22% |
| #5 | FEDEX CORP (FDX) - 1.18% | TESLA INC (TSLA) - 3.29% |
| #6 | CSX CORP (CSX) - 1.17% | ELI LILLY AND CO (LLY) - 2.15% |
| #7 | SLB LTD (SLB) - 1.13% | ADVANCED MICRO DEVICES INC (AMD) - 1.68% |
| #8 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.10% | JOHNSON & JOHNSON (JNJ) - 1.67% |
| #9 | ELEVANCE HEALTH INC (ELV) - 1.09% | VISA INC CLASS A (V) - 1.61% |
| #10 | ILLINOIS TOOL WORKS INC (ITW) - 1.07% | MASTERCARD INC CLASS A (MA) - 1.32% |
| #11 | REGENERON PHARMACEUTICALS INC (REGN) - 1.03% | CATERPILLAR INC (CAT) - 1.19% |
| #12 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.02% | INTEL CORP (INTC) - 1.18% |
| #13 | THE CIGNA GROUP (CI) - 1.02% | PROCTER & GAMBLE CO (PG) - 1.07% |
| #14 | VALERO ENERGY CORP (VLO) - 1.00% | THE HOME DEPOT INC (HD) - 1.02% |
| #15 | EOG RESOURCES INC (EOG) - 1.00% | LAM RESEARCH CORP (LRCX) - 1.00% |
| #16 | GENERAL MOTORS CO (GM) - 0.97% | APPLIED MATERIALS INC (AMAT) - 0.99% |
| #17 | AMERICAN ELECTRIC POWER CO INC (AEP) - 0.96% | COCA-COLA CO (KO) - 0.95% |
| #18 | AIR PRODUCTS AND CHEMICALS INC (APD) - 0.93% | GE AEROSPACE (GE) - 0.92% |
| #19 | THE TRAVELERS COMPANIES INC (TRV) - 0.91% | MERCK & CO INC (MRK) - 0.84% |
| #20 | SIMON PROPERTY GROUP INC (SPG) - 0.90% | TEXAS INSTRUMENTS INC (TXN) - 0.75% |
| #21 | PACCAR INC (PCAR) - 0.90% | SERVICENOW INC (NOW) - 0.29% |
| #22 | MARATHON PETROLEUM CORP (MPC) - 0.90% | SYNOPSYS INC (SNPS) - 0.29% |
| #23 | TRUIST FINANCIAL CORP (TFC) - 0.89% | BANK OF NEW YORK MELLON CORP (BK) - 0.28% |
| #24 | n/a (WBD) - 0.84% | CADENCE DESIGN SYSTEMS INC (CDNS) - 0.28% |
| #25 | KINDER MORGAN INC CLASS P (KMI) - 0.84% | CUMMINS INC (CMI) - 0.28% |
| Total Holdings | 279 | 223 |
IMCV vs SUSL - Historical Returns
Returns include dividend reinvestment.
1M
IMCV
+1.53%
Winner
SUSL
+10.84%
3M
IMCV
+0.72%
Winner
SUSL
+6.88%
6M
Winner
IMCV
+11.67%
SUSL
+11.17%
1Y
IMCV
+23.84%
Winner
SUSL
+34.39%
5Y(CAGR)
IMCV
+8.43%
Winner
SUSL
+13.54%
10Y(CAGR)
IMCV
+10.57%
SUSL
N/A
Max(CAGR)
IMCV
+9.61%
Winner
SUSL
+16.87%
IMCV vs SUSL - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | IMCV | SUSL |
|---|---|---|
| 2026 | +6.95% | +8.06% |
| 2025 | +13.71% | +19.41% |
| 2024 | +11.90% | +24.23% |
| 2023 | +12.04% | +29.40% |
| 2022 | -7.02% | -20.54% |
| 2021 | +35.83% | +33.33% |
| 2020 | -3.61% | +18.00% |
| 2019 | +24.35% | +16.29% |
| 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 SUSL Drawdown Comparison
The maximum drawdown for IMCV was -64.75%, occurring on Mar 9, 2009. Recovery took 1397 trading sessions.
The maximum drawdown for SUSL was -34.26%, occurring on Mar 23, 2020. Recovery took 130 trading sessions.
The current IMCV drawdown is -1.28%.
| Rank | IMCV | SUSL |
|---|---|---|
| #1 | -64.75% Jun 4, 2007 - Dec 18, 2012 | -34.26% Feb 19, 2020 - Aug 24, 2020 |
| #2 | -46.33% Jan 17, 2020 - Jan 14, 2021 | -26.98% Dec 29, 2021 - Dec 13, 2023 |
| #3 | -19.85% Apr 20, 2022 - Dec 26, 2023 | -19.90% Jan 23, 2025 - Jun 26, 2025 |
| #4 | -19.61% Jan 26, 2018 - Sep 12, 2019 | -11.37% Jan 28, 2026 - Apr 17, 2026 |
| #5 | -18.62% Nov 29, 2024 - Aug 22, 2025 | -9.37% Jul 16, 2024 - Sep 19, 2024 |
| #6 | -16.48% May 21, 2015 - Apr 19, 2016 | -9.12% Sep 2, 2020 - Nov 13, 2020 |
| #7 | -9.36% Aug 29, 2014 - Nov 24, 2014 | -6.41% Mar 21, 2024 - May 15, 2024 |
| #8 | -8.13% Aug 3, 2005 - Dec 1, 2005 | -5.61% Jul 30, 2019 - Sep 13, 2019 |
| #9 | -7.88% Jun 8, 2021 - Oct 19, 2021 | -5.15% Dec 11, 2024 - Jan 23, 2025 |
| #10 | -7.59% Jun 23, 2016 - Jul 12, 2016 | -5.12% Sep 3, 2021 - Oct 19, 2021 |
| #11 | -7.49% May 8, 2006 - Oct 5, 2006 | -4.97% Oct 29, 2025 - Dec 22, 2025 |
| #12 | -7.40% Nov 16, 2021 - Dec 31, 2021 | -4.79% May 16, 2019 - Jun 10, 2019 |
| #13 | -6.91% Feb 26, 2026 - Apr 30, 2026 | -4.78% Feb 24, 2021 - Mar 11, 2021 |
| #14 | -6.79% Jan 14, 2022 - Mar 25, 2022 | -4.68% Nov 5, 2021 - Dec 27, 2021 |
| #15 | -6.35% Jan 22, 2014 - Feb 20, 2014 | -4.22% Sep 13, 2019 - Oct 25, 2019 |
Correlation
Correlation between IMCV and SUSL is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2004 - 2026)
IMCV vs SUSL dividend yield comparison.
| Year | IMCV | SUSL |
|---|---|---|
| 2026 | 0.40% | 0.23% |
| 2025 | 2.23% | 0.99% |
| 2024 | 2.36% | 1.10% |
| 2023 | 2.30% | 1.27% |
| 2022 | 2.36% | 1.57% |
| 2021 | 1.86% | 1.12% |
| 2020 | 2.61% | 1.38% |
| 2019 | 2.45% | 1.12% |
| 2018 | 2.61% | 0.00% |
| 2017 | 1.87% | 0.00% |
| 2016 | 2.09% | 0.00% |
| 2015 | 2.29% | 0.00% |
| 2014 | 1.95% | 0.00% |
| 2013 | 1.87% | 0.00% |
| 2012 | 2.25% | 0.00% |
| 2011 | 2.26% | 0.00% |
| 2010 | 2.64% | 0.00% |
| 2009 | 2.19% | 0.00% |
| 2008 | 3.80% | 0.00% |
| 2007 | 2.55% | 0.00% |
| 2006 | 1.77% | 0.00% |
| 2005 | 2.57% | 0.00% |
| 2004 | 0.98% | 0.00% |
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