ILCV vs IMCV: holdings overlap, shared companies and scores

As of September 11, 2026, ILCV and IMCV overlap 20.9% by weight. iShares Morningstar Value ETF (ILCV): Large- and mid-cap value stocks. iShares Morningstar Mid-Cap Value ETF (IMCV): Mid-cap value stocks.

Updated September 11, 2026

How much do ILCV and IMCV overlap?

As of September 11, 2026, ILCV and IMCV overlap 20.9% by weight.

21% of ILCV is already inside IMCV.

100% of IMCV is already inside ILCV.

ILCV holds 375 companies and IMCV holds 271; 271 are in both.

Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.

How does ETF Copilot score ILCV and IMCV?

As of September 11, 2026, ETF Copilot scores ILCV 4.4 out of 10 and IMCV 4.5 out of 10.

They differ most on Quality: ILCV 7.3 and IMCV 3.2.

The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.

ILCV vs IMCV — ETF Copilot factor scores, 0–10
FactorILCVIMCV
Growth0.94.1
Valuation1.64.8
Risk6.24.4
Quality7.33.2
Return6.85.6

ILCV is the cheaper of the two at 0.04% a year

As of September 11, 2026, ILCV charges 0.04% a year, yields 1.64% and holds $1.4B in assets across 375 positions.

As of September 11, 2026, IMCV charges 0.06% a year, yields 2.37% and holds $1.2B in assets across 271 positions.

ILCV vs IMCV — cost, income and size
MeasureILCVIMCV
Expense ratio0.04%0.06%
Dividend yield1.64%2.37%
Assets under management$1.4B$1.2B
Holdings375271

Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.

Where ILCV and IMCV trade against their own history

ILCV trades at 21.4 times earnings, against its own median of 18.3, and is more expensive than 90% of its own 67 monthly readings since 2021.

IMCV trades at 17.4 times earnings, against its own median of 16.2, and is more expensive than 70% of its own 67 monthly readings since 2021.

What moved ILCV and IMCV this week

ILCV fell 1.4% in the week to September 11, 2026. The holdings that moved it most were Microsoft (−2.8%), Amgen (−15.0%) and Johnson & Johnson (−4.6%); Meta Platforms (+6.1%) pushed the other way.

IMCV fell 2.0% in the week to September 11, 2026. The holdings that moved it most were Regeneron Pharmaceuticals (−7.3%), Automatic Data Processing (−5.4%) and MicroStrategy (−9.6%); Hewlett Packa (+14.1%) pushed the other way.

What do ILCV and IMCV each hold?

What's inside ILCV: Tech 31%, Magnificent 7 26%.

35% of ILCV is its ten largest holdings.

What's inside IMCV: Tech 8%, AI 1%.

13% of IMCV is its ten largest holdings.

Cite this

ETF Copilot, “ILCV vs IMCV holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/ilcv-vs-imcv

  1. iShares Morningstar Value ETF (ILCV)
  2. iShares Morningstar Mid-Cap Value ETF (IMCV)

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