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EDV vs IMCG

Comparison between VANGUARD EXTENDED DURATION TREASURY INDEX FUND ETF SHARES (EDV, ETF) and ISHARES MORNINGSTAR MID-CAP GROWTH ETF (IMCG, ETF).

5-Year PerformanceIMCG has outperformed EDV, delivering a return of +7.8% compared to -12.1%

EDV vs IMCG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EDV
$4B
IMCG
$4B
Expense Ratio
Winner
EDV
0.05%
IMCG
0.06%
Max Drawdown
EDV
66.66%
Winner
IMCG
59.05%
Sharpe Ratio
EDV
-0.54
Winner
IMCG
1.09
5Y Beta
Winner
EDV
0.13
IMCG
1.03
P/E Ratio
EDV
N/A
IMCG
37.42
Forward P/E
EDV
N/A
IMCG
26.52
PEG Ratio
EDV
N/A
IMCG
0.20
5Y Dividends CAGR
EDV
-14.68%
Winner
IMCG
40.88%
5Y EPS CAGR
EDV
N/A
IMCG
14.72%
Debt to Equity
EDV
N/A
IMCG
86.39%
P/S Ratio
EDV
N/A
IMCG
3.04
P/B Ratio
EDV
N/A
IMCG
6.27

EDV vs IMCG - Historical Returns

Returns include dividend reinvestment.

1M
EDV
-3.18%
Winner
IMCG
+2.27%
3M
EDV
-3.80%
Winner
IMCG
+10.63%
6M
EDV
-5.58%
Winner
IMCG
+20.10%
1Y
EDV
-4.34%
Winner
IMCG
+23.69%
5Y(CAGR)
EDV
-12.14%
Winner
IMCG
+7.77%
10Y(CAGR)
EDV
-4.31%
Winner
IMCG
+14.49%
Max(CAGR)
EDV
+2.49%
Winner
IMCG
+11.57%

EDV vs IMCG - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearEDVIMCG
2026-4.53%+23.12%
2025+0.65%+6.65%
2024-11.90%+19.72%
2023-0.67%+21.48%
2022-37.20%-25.08%
2021-6.39%+17.12%
2020+22.12%+44.03%
2019+17.73%+36.82%
2018-1.95%-4.35%
2017+13.13%+24.87%
2016+0.12%+8.75%
2015-6.57%+0.29%
2014+43.90%+11.58%
2013-17.96%+30.83%
2012+4.50%+14.19%
2011+58.84%-3.74%
2010+10.90%+25.95%
2009-31.11%+36.47%
2008+50.57%-45.99%
2007+3.23%+20.06%
2006N/A+7.72%
2005N/A+18.32%
2004N/A+14.09%

EDV vs IMCG Drawdown Comparison

The maximum drawdown for EDV was -59.94%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The maximum drawdown for IMCG was -58.96%, occurring on Nov 20, 2008. Recovery took 827 trading sessions.

The current EDV drawdown is -56.29%.

RankEDVIMCG
#1-59.94%
Mar 9, 2020 - Oct 19, 2023
-58.96%
Oct 31, 2007 - Feb 11, 2011
#2-41.16%
Dec 26, 2008 - Sep 21, 2011
-35.08%
Nov 16, 2021 - Oct 14, 2024
#3-29.70%
Jul 24, 2012 - Dec 10, 2014
-34.05%
Feb 19, 2020 - Jun 1, 2020
#4-24.19%
Jul 8, 2016 - Aug 1, 2019
-25.77%
Jul 7, 2011 - Jan 4, 2013
#5-23.47%
Jan 30, 2015 - Jun 16, 2016
-24.44%
Apr 23, 2015 - Jan 25, 2017
#6-16.61%
Oct 3, 2011 - Dec 19, 2011
-23.65%
Sep 4, 2018 - Mar 21, 2019
#7-15.59%
Dec 19, 2011 - May 17, 2012
-21.91%
Dec 6, 2024 - Jul 3, 2025
#8-12.90%
Jan 23, 2008 - Mar 20, 2008
-16.52%
May 9, 2006 - Jan 31, 2007
#9-12.32%
Mar 20, 2008 - Sep 3, 2008
-14.23%
Feb 12, 2021 - Jul 9, 2021
#10-11.41%
Aug 28, 2019 - Feb 21, 2020
-11.79%
Jul 2, 2004 - Oct 1, 2004
#11-10.57%
Oct 27, 2008 - Nov 20, 2008
-10.54%
Jul 19, 2007 - Oct 1, 2007
#12-9.87%
Sep 17, 2008 - Oct 6, 2008
-10.17%
Feb 26, 2026 - Apr 13, 2026
#13-8.45%
Sep 22, 2011 - Oct 3, 2011
-9.88%
Sep 3, 2014 - Nov 3, 2014
#14-6.88%
Oct 6, 2008 - Oct 23, 2008
-9.26%
Jan 26, 2018 - Mar 9, 2018
#15-6.24%
Jun 1, 2012 - Jul 16, 2012
-9.20%
Sep 2, 2020 - Oct 8, 2020

Correlation

Correlation between EDV and IMCG is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.39
-101

Dividend Comparison (2004 - 2026)

EDV vs IMCG dividend yield comparison.

YearEDVIMCG
20262.70%0.23%
20254.94%0.78%
20244.65%0.78%
20233.81%0.85%
20223.28%0.91%
20211.95%0.41%
20205.54%0.09%
20193.51%0.30%
20182.90%0.35%
20172.92%0.45%
20165.32%0.52%
20154.24%0.38%
20143.12%0.60%
20135.03%0.37%
20127.54%0.80%
20115.12%0.25%
20104.67%0.33%
200919.33%0.28%
20082.61%0.45%
20070.36%0.24%
20060.00%0.46%
20050.00%0.12%
20040.00%0.01%

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