IMCV vs VOTE
Comparison between ISHARES MORNINGSTAR MID-CAP VALUE ETF (IMCV, ETF) and TCW TRANSFORM 500 ETF (VOTE, ETF).
5-Year PerformanceVOTE has outperformed IMCV, delivering a return of +13.1% compared to +8.7%
IMCV vs VOTE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IMCV
$1B
VOTE
$1B
Expense Ratio
IMCV
0.06%
Winner
VOTE
0.05%
Max Drawdown
IMCV
66.48%
Winner
VOTE
26.46%
Sharpe Ratio
Winner
IMCV
1.63
VOTE
1.58
5Y Beta
Winner
IMCV
0.71
VOTE
0.99
P/E Ratio
Winner
IMCV
20.57
VOTE
29.98
Forward P/E
Winner
IMCV
13.15
VOTE
22.32
PEG Ratio
IMCV
0.29
VOTE
N/A
5Y Dividends CAGR
IMCV
9.93%
VOTE
N/A
5Y EPS CAGR
IMCV
10.98%
Winner
VOTE
29.03%
Debt to Equity
IMCV
86.86%
Winner
VOTE
41.02%
P/S Ratio
Winner
IMCV
1.36
VOTE
3.78
P/B Ratio
Winner
IMCV
2.45
VOTE
5.78
IMCV vs VOTE - Holdings Comparison
IMCV and VOTE have 253 common holdings. Overlap is 14.51%
IMCV's top 25 holdings weight is 25.90%. VOTE's top 25 holdings weight is 49.93%.
| Rank | IMCV | VOTE |
|---|---|---|
| #1 | NEWMONT CORP (NEM) - 1.59% | NVIDIA CORP (NVDA) - 7.63% |
| #2 | WILLIAMS COMPANIES INC (WMB) - 1.29% | APPLE INC (AAPL) - 6.99% |
| #3 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.20% | MICROSOFT CORP (MSFT) - 4.70% |
| #4 | ELEVANCE HEALTH INC (ELV) - 1.19% | AMAZON.COM INC (AMZN) - 4.09% |
| #5 | FEDEX CORP (FDX) - 1.18% | ALPHABET INC CLASS A (GOOGL) - 3.47% |
| #6 | U.S. BANCORP (USB) - 1.16% | BROADCOM INC (AVGO) - 3.01% |
| #7 | SLB LTD (SLB) - 1.15% | ALPHABET INC CLASS C (GOOG) - 2.98% |
| #8 | CSX CORP (CSX) - 1.15% | META PLATFORMS INC CLASS A (META) - 2.13% |
| #9 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.09% | TESLA INC (TSLA) - 1.90% |
| #10 | EOG RESOURCES INC (EOG) - 1.04% | MICRON TECHNOLOGY INC (MU) - 1.60% |
| #11 | VALERO ENERGY CORP (VLO) - 1.02% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.35% |
| #12 | THE CIGNA GROUP (CI) - 1.02% | ELI LILLY AND CO (LLY) - 1.32% |
| #13 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.01% | JPMORGAN CHASE & CO (JPM) - 1.24% |
| #14 | MARATHON PETROLEUM CORP (MPC) - 1.00% | ADVANCED MICRO DEVICES INC (AMD) - 1.24% |
| #15 | ILLINOIS TOOL WORKS INC (ITW) - 0.99% | EXXON MOBIL CORP (XOM) - 0.94% |
| #16 | GENERAL MOTORS CO (GM) - 0.97% | JOHNSON & JOHNSON (JNJ) - 0.85% |
| #17 | AMERICAN ELECTRIC POWER CO INC (AEP) - 0.92% | VISA INC CLASS A (V) - 0.84% |
| #18 | THE TRAVELERS COMPANIES INC (TRV) - 0.90% | INTEL CORP (INTC) - 0.81% |
| #19 | KINDER MORGAN INC CLASS P (KMI) - 0.90% | WALMART INC (WMT) - 0.78% |
| #20 | SIMON PROPERTY GROUP INC (SPG) - 0.90% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | REGENERON PHARMACEUTICALS INC (REGN) - 0.87% | BOEING CO (BA) - 0.27% |
| #22 | AIR PRODUCTS AND CHEMICALS INC (APD) - 0.87% | TJX COMPANIES INC (TJX) - 0.27% |
| #23 | TRUIST FINANCIAL CORP (TFC) - 0.83% | MARVELL TECHNOLOGY INC (MRVL) - 0.27% |
| #24 | WESTERN DIGITAL CORP (WDC) - 0.83% | WESTERN DIGITAL CORP (WDC) - 0.27% |
| #25 | n/a (WBD) - 0.83% | AMPHENOL CORP CLASS A (APH) - 0.26% |
| Total Holdings | 279 | 466 |
IMCV vs VOTE - Historical Returns
Returns include dividend reinvestment.
1M
IMCV
+1.64%
Winner
VOTE
+1.92%
3M
IMCV
+4.09%
Winner
VOTE
+8.81%
6M
Winner
IMCV
+11.05%
VOTE
+8.14%
1Y
IMCV
+24.45%
Winner
VOTE
+25.69%
5Y(CAGR)
IMCV
+8.74%
Winner
VOTE
+13.09%
10Y(CAGR)
IMCV
+10.33%
VOTE
N/A
Max(CAGR)
IMCV
+9.69%
Winner
VOTE
+13.09%
IMCV vs VOTE - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | IMCV | VOTE |
|---|---|---|
| 2026 | +9.36% | +8.30% |
| 2025 | +13.71% | +18.12% |
| 2024 | +11.90% | +26.16% |
| 2023 | +12.04% | +28.07% |
| 2022 | -7.02% | -20.16% |
| 2021 | +35.83% | +12.07% |
| 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 VOTE Drawdown Comparison
The maximum drawdown for IMCV was -64.75%, occurring on Mar 9, 2009. Recovery took 1397 trading sessions.
The maximum drawdown for VOTE was -25.71%, occurring on Oct 14, 2022. Recovery took 492 trading sessions.
The current IMCV drawdown is -0.67%. The current VOTE drawdown is -3.01%.
| Rank | IMCV | VOTE |
|---|---|---|
| #1 | -64.75% Jun 4, 2007 - Dec 18, 2012 | -25.71% Dec 29, 2021 - Dec 13, 2023 |
| #2 | -46.33% Jan 17, 2020 - Jan 14, 2021 | -19.09% Feb 19, 2025 - Jun 26, 2025 |
| #3 | -19.85% Apr 20, 2022 - Dec 26, 2023 | -9.10% Jan 28, 2026 - Apr 14, 2026 |
| #4 | -19.61% Jan 26, 2018 - Sep 12, 2019 | -8.61% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -18.62% Nov 29, 2024 - Aug 22, 2025 | -5.50% Mar 28, 2024 - May 14, 2024 |
| #6 | -16.48% May 21, 2015 - Apr 19, 2016 | -5.44% Sep 2, 2021 - Oct 20, 2021 |
| #7 | -9.36% Aug 29, 2014 - Nov 24, 2014 | -5.26% Oct 28, 2025 - Dec 11, 2025 |
| #8 | -8.13% Aug 3, 2005 - Dec 1, 2005 | -4.47% Nov 8, 2021 - Dec 27, 2021 |
| #9 | -7.88% Jun 8, 2021 - Oct 19, 2021 | -4.34% Dec 6, 2024 - Jan 23, 2025 |
| #10 | -7.59% Jun 23, 2016 - Jul 12, 2016 | -3.01% Jun 2, 2026 - Jun 5, 2026 |
| #11 | -7.49% May 8, 2006 - Oct 5, 2006 | -2.97% Oct 8, 2025 - Oct 24, 2025 |
| #12 | -7.40% Nov 16, 2021 - Dec 31, 2021 | -2.65% Jan 12, 2026 - Jan 27, 2026 |
| #13 | -6.91% Feb 26, 2026 - Apr 30, 2026 | -2.62% Dec 11, 2025 - Dec 23, 2025 |
| #14 | -6.79% Jan 14, 2022 - Mar 25, 2022 | -2.62% Jul 12, 2021 - Jul 23, 2021 |
| #15 | -6.35% Jan 22, 2014 - Feb 20, 2014 | -2.62% Oct 18, 2024 - Nov 6, 2024 |
Correlation
Correlation between IMCV and VOTE is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2004 - 2026)
IMCV vs VOTE dividend yield comparison.
| Year | IMCV | VOTE |
|---|---|---|
| 2026 | 0.39% | 0.20% |
| 2025 | 2.23% | 1.03% |
| 2024 | 2.36% | 1.18% |
| 2023 | 2.30% | 1.33% |
| 2022 | 2.36% | 1.54% |
| 2021 | 1.86% | 0.54% |
| 2020 | 2.61% | 0.00% |
| 2019 | 2.45% | 0.00% |
| 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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