AAXJ vs IMCG
Comparison between ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF (AAXJ, ETF) and ISHARES MORNINGSTAR MID-CAP GROWTH ETF (IMCG, ETF).
5-Year PerformanceIMCG has outperformed AAXJ, delivering a return of +7.4% compared to +7.1%
AAXJ vs IMCG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AAXJ
$4B
IMCG
$4B
Expense Ratio
AAXJ
0.72%
Winner
IMCG
0.06%
Max Drawdown
Winner
AAXJ
49.37%
IMCG
59.05%
Sharpe Ratio
Winner
AAXJ
1.20
IMCG
1.01
5Y Beta
Winner
AAXJ
0.90
IMCG
1.03
P/E Ratio
AAXJ
N/A
IMCG
37.42
Forward P/E
AAXJ
N/A
IMCG
26.52
PEG Ratio
AAXJ
N/A
IMCG
0.20
5Y Dividends CAGR
AAXJ
11.41%
Winner
IMCG
40.86%
5Y EPS CAGR
AAXJ
N/A
IMCG
14.72%
Debt to Equity
AAXJ
N/A
IMCG
86.39%
P/S Ratio
AAXJ
N/A
IMCG
3.04
P/B Ratio
AAXJ
N/A
IMCG
6.27
AAXJ vs IMCG - Holdings Comparison
AAXJ and IMCG have 1 common holdings. Overlap is -0.49%
AAXJ's top 25 holdings weight is 54.31%. IMCG's top 25 holdings weight is 25.61%.
| Rank | AAXJ | IMCG |
|---|---|---|
| #1 | n/a (n/a) - 17.44% | FORTINET INC (FTNT) - 1.39% |
| #2 | SAMSUNG ELECTRONICS CO LTD (n/a) - 8.51% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.25% |
| #3 | SK HYNIX INC (n/a) - 8.20% | CUMMINS INC (CMI) - 1.24% |
| #4 | TENCENT HOLDINGS LTD (n/a) - 3.03% | n/a (DELL) - 1.24% |
| #5 | n/a (n/a) - 1.78% | CLOUDFLARE INC (NET) - 1.20% |
| #6 | MEDIATEK INC (n/a) - 1.77% | n/a (JCI) - 1.19% |
| #7 | DELTA ELECTRONICS INC (n/a) - 1.08% | FREEPORT-MCMORAN INC (FCX) - 1.19% |
| #8 | n/a (n/a) - 0.95% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.18% |
| #9 | SK SQUARE (n/a) - 0.94% | DATADOG INC CLASS A (DDOG) - 1.13% |
| #10 | DBS GROUP HOLDINGS LTD (n/a) - 0.93% | AON PLC CLASS A (AON) - 1.03% |
| #11 | AIA GROUP LTD (n/a) - 0.86% | MOODYS CORP (MCO) - 1.00% |
| #12 | HDFC BANK LTD (n/a) - 0.85% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.97% |
| #13 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.84% | O'REILLY AUTOMOTIVE INC (ORLY) - 0.95% |
| #14 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 0.76% | ROYAL CARIBBEAN GROUP (RCL) - 0.95% |
| #15 | RELIANCE INDUSTRIES LTD (n/a) - 0.75% | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 0.95% |
| #16 | SAMSUNG ELECTRO-MECHANICS CO LTD (n/a) - 0.72% | MOTOROLA SOLUTIONS INC (MSI) - 0.93% |
| #17 | ICICI BANK LTD (n/a) - 0.69% | ECOLAB INC (ECL) - 0.91% |
| #18 | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 0.66% | MONSTER BEVERAGE CORP (MNST) - 0.90% |
| #19 | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 0.56% | TRANSDIGM GROUP INC (TDG) - 0.88% |
| #20 | UNITED MICROELECTRONICS CORP (n/a) - 0.54% | BLOOM ENERGY CORP CLASS A (BE) - 0.87% |
| #21 | n/a (n/a) - 0.52% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.87% |
| #22 | YAGEO CORP (n/a) - 0.50% | CINTAS CORP (CTAS) - 0.85% |
| #23 | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 0.49% | CIENA CORP (CIEN) - 0.85% |
| #24 | BHARTI AIRTEL LTD (n/a) - 0.49% | LUMENTUM HOLDINGS INC (LITE) - 0.85% |
| #25 | ELITE MATERIAL CO LTD (n/a) - 0.45% | CSX CORP (CSX) - 0.84% |
| Total Holdings | 951 | 263 |
AAXJ vs IMCG - Historical Returns
Returns include dividend reinvestment.
1M
AAXJ
-4.23%
Winner
IMCG
-0.35%
3M
AAXJ
-2.92%
Winner
IMCG
+7.53%
6M
AAXJ
+11.09%
Winner
IMCG
+18.31%
1Y
Winner
AAXJ
+35.68%
IMCG
+21.33%
5Y(CAGR)
AAXJ
+7.05%
Winner
IMCG
+7.45%
10Y(CAGR)
AAXJ
+8.78%
Winner
IMCG
+14.32%
Max(CAGR)
AAXJ
+6.47%
Winner
IMCG
+11.50%
AAXJ vs IMCG - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | AAXJ | IMCG |
|---|---|---|
| 2026 | +17.66% | +21.29% |
| 2025 | +32.06% | +6.65% |
| 2024 | +12.32% | +19.72% |
| 2023 | +3.42% | +21.48% |
| 2022 | -20.91% | -25.08% |
| 2021 | -6.56% | +17.12% |
| 2020 | +21.04% | +44.03% |
| 2019 | +18.74% | +36.82% |
| 2018 | -16.78% | -4.35% |
| 2017 | +40.39% | +24.87% |
| 2016 | +7.84% | +8.75% |
| 2015 | -9.87% | +0.29% |
| 2014 | +6.28% | +11.58% |
| 2013 | -0.52% | +30.83% |
| 2012 | +20.37% | +14.19% |
| 2011 | -21.26% | -3.74% |
| 2010 | +13.23% | +25.95% |
| 2009 | +60.72% | +36.47% |
| 2008 | -32.98% | -45.99% |
| 2007 | N/A | +20.06% |
| 2006 | N/A | +7.72% |
| 2005 | N/A | +18.32% |
| 2004 | N/A | +14.09% |
AAXJ vs IMCG Drawdown Comparison
The maximum drawdown for AAXJ was -49.37%, occurring on Nov 20, 2008. Recovery took 232 trading sessions.
The maximum drawdown for IMCG was -58.96%, occurring on Nov 20, 2008. Recovery took 827 trading sessions.
The current AAXJ drawdown is -9.35%. The current IMCG drawdown is -0.95%.
| Rank | AAXJ | IMCG |
|---|---|---|
| #1 | -49.37% Aug 15, 2008 - Jul 20, 2009 | -58.96% Oct 31, 2007 - Feb 11, 2011 |
| #2 | -44.50% Feb 17, 2021 - Oct 20, 2025 | -35.08% Nov 16, 2021 - Oct 14, 2024 |
| #3 | -32.99% Jan 26, 2018 - Oct 9, 2020 | -34.05% Feb 19, 2020 - Jun 1, 2020 |
| #4 | -31.09% Apr 27, 2015 - May 25, 2017 | -25.77% Jul 7, 2011 - Jan 4, 2013 |
| #5 | -29.50% Apr 21, 2011 - May 16, 2014 | -24.44% Apr 23, 2015 - Jan 25, 2017 |
| #6 | -15.57% Apr 14, 2010 - Sep 20, 2010 | -23.65% Sep 4, 2018 - Mar 21, 2019 |
| #7 | -14.94% Jun 22, 2026 - Jul 29, 2026 | -21.91% Dec 6, 2024 - Jul 3, 2025 |
| #8 | -14.07% Jan 11, 2010 - Apr 1, 2010 | -16.52% May 9, 2006 - Jan 31, 2007 |
| #9 | -13.66% Feb 25, 2026 - Apr 17, 2026 | -14.23% Feb 12, 2021 - Jul 9, 2021 |
| #10 | -10.90% Sep 5, 2014 - Apr 8, 2015 | -11.79% Jul 2, 2004 - Oct 1, 2004 |
| #11 | -9.49% Nov 5, 2010 - Apr 21, 2011 | -10.54% Jul 19, 2007 - Oct 1, 2007 |
| #12 | -9.25% Jun 2, 2026 - Jun 18, 2026 | -10.17% Feb 26, 2026 - Apr 13, 2026 |
| #13 | -8.35% Aug 3, 2009 - Sep 10, 2009 | -9.88% Sep 3, 2014 - Nov 3, 2014 |
| #14 | -8.19% Oct 19, 2009 - Nov 16, 2009 | -9.26% Jan 26, 2018 - Mar 9, 2018 |
| #15 | -6.51% Jul 20, 2009 - Aug 3, 2009 | -9.20% Sep 2, 2020 - Oct 8, 2020 |
Correlation
Correlation between AAXJ and IMCG is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2004 - 2026)
AAXJ vs IMCG dividend yield comparison.
| Year | AAXJ | IMCG |
|---|---|---|
| 2026 | 0.37% | 0.23% |
| 2025 | 1.81% | 0.78% |
| 2024 | 1.86% | 0.78% |
| 2023 | 1.95% | 0.85% |
| 2022 | 1.74% | 0.91% |
| 2021 | 2.21% | 0.41% |
| 2020 | 1.06% | 0.09% |
| 2019 | 1.83% | 0.30% |
| 2018 | 2.10% | 0.35% |
| 2017 | 1.99% | 0.45% |
| 2016 | 1.77% | 0.52% |
| 2015 | 2.44% | 0.38% |
| 2014 | 1.78% | 0.60% |
| 2013 | 1.77% | 0.37% |
| 2012 | 1.73% | 0.80% |
| 2011 | 2.11% | 0.25% |
| 2010 | 1.51% | 0.33% |
| 2009 | 1.26% | 0.28% |
| 2008 | 0.19% | 0.45% |
| 2007 | 0.00% | 0.24% |
| 2006 | 0.00% | 0.46% |
| 2005 | 0.00% | 0.12% |
| 2004 | 0.00% | 0.01% |
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