Which returned more over the last year, IMCB or JHMM?

In the year to Nov 4, 2026, with distributions reinvested, IMCB returned +23.2% and JHMM +18.0%.

Which is cheaper, IMCB or JHMM?

IMCB is cheaper, by 0.37 percentage points a year. That is about $37 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do IMCB and JHMM overlap with the S&P 500?

By their latest filed holdings, 86% of IMCB and 52% of JHMM by weight is stocks the S&P 500 already holds.

Data as of Nov 4, 2026.

Across categories

IMCB vs JHMM: Differences, Returns & Fees

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Over the year to Nov 4, 2026, IMCB returned +23.2% to JHMM's +18.0%; 37% of their weight is in the same names.

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Net assets: $1.8bn on Nov 4, 2026 for iShares Morningstar Mid-Cap ETF, and $5.8bn on Jun 30, 2026 for John Hancock Multifactor Mid Cap ETF.

IMCB on its own →JHMM on its own →

At a glance

+23.2%

IMCB total return, 1 year

+18.0%

JHMM total return, 1 year

0.04%

IMCB expense ratio

0.41%

JHMM expense ratio

Pair scorecard

IMCB costs 0.37 points a year less; their one-year returns differ by 5.2 points.

IMCB vs JHMM: Differences, Returns & Fees
Measure	IMCB	JHMM
Return
Measure	IMCB	JHMM
Total return, 1 year	+23.2%	+18.0%
Drawdown
Measure	IMCB	JHMM
Below its high		3.5%, high on Aug 14, 2026
Benchmark
Measure	IMCB	JHMM
What it tracks	Morningstar US Mid Cap Index	John Hancock Dimensional Mid Cap Index
Cost and size
Measure	IMCB	JHMM
Expense ratio	0.04%	0.41%
Net assets, IMCB as of Nov 4, 2026 and JHMM as of Jun 30, 2026	$1.8bn	$5.8bn
Holdings
Measure	IMCB	JHMM
Holdings in common	37%
Top ten holdings, share of the fund	7.3%	6.1%

Method

What they share

37%

By the books each fund has filed, IMCB and JHMM hold 37% of their money in the same securities at the same weight. Holdings dated Jun 30, 2026 and Nov 3, 2026.

50%

0 half 100%

half

37% in common

Positions both hold · largest shared weight first IMCB JHMM

HEWLETT PACKARD ENTERPRISE 0.49% 0.60%

TARGA RESOURCES 0.44% 0.51%

MONOLITHIC POWER SYSTEMS INC 0.43% 0.52%

CARDINAL HEALTH 0.41% 0.42%

LUMENTUM HOLDINGS 0.41% 0.41%

AMETEK INC 0.39% 0.47%

DEVON ENERGY 0.36% 0.41%

EBAY 0.36% 0.46%

ENTERGY CORP 0.36% 0.45%

KEYSIGHT TECHNOLOGIES 0.36% 0.58%

ROCKWELL AUTOMATION INC 0.34% 0.47%

CHENIERE ENERGY 0.44% 0.34%

Only in one fund ↓

Only in IMCB

MARATHON PETROLEUM 0.82%

AUTOMATIC DATA PROCESSING INC 0.81%

DELL TECHNOLOGIES INC CLASS C 0.80%

VALERO ENERGY CORP 0.77%

PHILLIPS 66 0.75%

BANK OF NEW YORK MELLON CORP 0.69%

SNOWFLAKE 0.69%

MARSH 0.67%

Only in JHMM

Westinghouse Air Brake Technologies Corporation 0.40%

MandT Bank Corporation 0.35%

Interactive Brokers Group Inc. 0.31%

Casey's General Stores Inc. 0.29%

FTAI Aviation Ltd. 0.28%

Jones Lang LaSalle Incorporated 0.28%

Toll Brothers Inc. 0.28%

Renaissancere Holdings Ltd. 0.28%

Check overlap with more funds →

Side by side

IMCB iShares Morningstar Mid-Cap ETF JHMM John Hancock Multifactor Mid Cap ETF

Where it sits Stock ETF Stock ETF

Issuer iShares John Hancock

What it is Tracks an index Tracks an index

Total return, 1 year +23.2% +18.0%

Its benchmark over the same days not measured +14.8% (IWV)

Gap to its benchmark not measured +3.2 pts vs IWV

Expense ratio 0.04% 0.41%

Already in the S&P 500 86.3% 52.5%

Holdings 393 662

Net assets, IMCB as of Nov 4, 2026 and JHMM as of Jun 30, 2026 $1.8bn $5.8bn

IMCB and JHMM on the fields both publish, as of Nov 4, 2026. Source: ETFIQ.

Alert

About each fund

IMCB

IMCB tracks an index. Over the year to Nov 4, 2026 it returned +23.2% with distributions reinvested. The prospectus expense ratio is 0.04% a year. By its holdings published by its issuer for Nov 3, 2026, 86% of the fund by weight is stocks the S&P 500 also holds, across 393 positions, with the top ten at 7.3%.

JHMM

Over the year to Nov 4, 2026 it returned +18.0% with distributions reinvested, against +14.8% for its benchmark, the Russell 3000 Index.

JHMM tracks an index. The prospectus expense ratio is 0.41% a year. By its holdings filed for Jun 30, 2026, 52% of the fund by weight is stocks the S&P 500 also holds, across 662 positions, with the top ten at 6.1%. It sat 3.5% below its high of Aug 14, 2026 on Nov 4, 2026.

Questions people ask

Which returned more over the last year, IMCB or JHMM?: In the year to Nov 4, 2026, with distributions reinvested, IMCB returned +23.2% and JHMM +18.0%.
Which is cheaper, IMCB or JHMM?: IMCB is cheaper, by 0.37 percentage points a year. That is about $37 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IMCB and JHMM overlap with the S&P 500?: By their latest filed holdings, 86% of IMCB and 52% of JHMM by weight is stocks the S&P 500 already holds.

Other comparisons

IMCB vs VFMO IMCB vs XMHQ IMCB vs XMMO IMCB vs VFLO IVOG vs JHMM JHMM vs VFMO JHMM vs SPGP JHMM vs MLRG

Where to next

IMCB on its own →JHMM on its own →Hold both: look the portfolio through →Rankings →IMCB dividend history →IMCB holdings →JHMM dividend history →JHMM holdings →Standards and sources →

Sources and dates

IMCB filings on SEC EDGAR ↗

IMCB prospectus with the expense ratio (SEC) ↗

iShares page for IMCB ↗

JHMM filings on SEC EDGAR ↗

JHMM prospectus with the expense ratio (SEC) ↗

John Hancock website ↗

Links are sources, not endorsements. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, IMCB against JHMM, data as of Nov 4, 2026. https://etfiq.com/compare/any/imcb-vs-jhmm

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Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.