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EWU vs IMCG

Comparison between ISHARES MSCI UNITED KINGDOM ETF (EWU, ETF) and ISHARES MORNINGSTAR MID-CAP GROWTH ETF (IMCG, ETF).

5-Year PerformanceEWU has outperformed IMCG, delivering a return of +10.6% compared to +7.9%

EWU vs IMCG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EWU
$3.50B
IMCG
$3.50B
Expense Ratio
EWU
0.50%
Winner
IMCG
0.06%
Max Drawdown
EWU
66.94%
Winner
IMCG
59.05%
Sharpe Ratio
Winner
EWU
1.09
IMCG
0.95
5Y Beta
Winner
EWU
0.58
IMCG
1.02
P/E Ratio
EWU
N/A
IMCG
38.69
Forward P/E
EWU
N/A
IMCG
26.56
PEG Ratio
EWU
N/A
IMCG
0.17
5Y Dividends CAGR
EWU
12.29%
Winner
IMCG
66.35%
5Y EPS CAGR
EWU
N/A
IMCG
16.65%
Debt to Equity
EWU
N/A
IMCG
59.65%
P/S Ratio
EWU
N/A
IMCG
3.37
P/B Ratio
EWU
N/A
IMCG
6.60

EWU vs IMCG - Historical Returns

Returns include dividend reinvestment.

1M
EWU
-0.15%
Winner
IMCG
+3.26%
3M
EWU
+0.30%
Winner
IMCG
+12.13%
6M
EWU
+9.39%
Winner
IMCG
+14.23%
1Y
Winner
EWU
+19.96%
IMCG
+19.29%
5Y(CAGR)
Winner
EWU
+10.64%
IMCG
+7.88%
10Y(CAGR)
EWU
+7.76%
Winner
IMCG
+14.03%
Max(CAGR)
EWU
+4.17%
Winner
IMCG
+11.31%

EWU vs IMCG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEWUIMCG
2026+4.32%+14.75%
2025+35.28%+6.65%
2024+7.79%+19.72%
2023+12.02%+21.48%
2022-5.49%-25.08%
2021+16.67%+17.12%
2020-11.93%+44.03%
2019+21.33%+36.82%
2018-15.06%-4.35%
2017+21.11%+24.87%
2016+0.39%+8.75%
2015-6.15%+0.29%
2014-6.45%+11.58%
2013+17.73%+30.83%
2012+12.01%+14.19%
2011-3.68%-3.74%
2010+8.10%+25.95%
2009+35.62%+36.47%
2008-46.01%-45.99%
2007+5.79%+20.06%
2006+26.45%+7.72%
2005+6.53%+18.32%
2004+18.42%+14.09%
2003+30.76%N/A
2002-15.16%N/A
2001-14.85%N/A
2000-15.37%N/A
1999+5.56%N/A

EWU vs IMCG Drawdown Comparison

The maximum drawdown for EWU was -64.00%, occurring on Mar 9, 2009. Recovery took 1634 trading sessions.

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

The current EWU drawdown is -4.72%. The current IMCG drawdown is -3.83%.

RankEWUIMCG
#1-64.00%
Oct 31, 2007 - Apr 30, 2014
-58.96%
Oct 31, 2007 - Feb 11, 2011
#2-46.84%
Jan 3, 2000 - Mar 4, 2005
-35.08%
Nov 16, 2021 - Oct 14, 2024
#3-43.33%
Jan 26, 2018 - May 7, 2021
-34.05%
Feb 19, 2020 - Jun 1, 2020
#4-29.36%
Jul 3, 2014 - Jan 17, 2018
-25.77%
Jul 7, 2011 - Jan 4, 2013
#5-24.88%
Feb 9, 2022 - Apr 13, 2023
-24.44%
Apr 23, 2015 - Jan 25, 2017
#6-13.36%
Jul 12, 2007 - Oct 11, 2007
-23.65%
Sep 4, 2018 - Mar 21, 2019
#7-12.67%
May 9, 2006 - Sep 1, 2006
-21.91%
Dec 6, 2024 - Jul 3, 2025
#8-12.63%
Mar 19, 2025 - Apr 28, 2025
-16.52%
May 9, 2006 - Jan 31, 2007
#9-10.04%
Jul 26, 2023 - Dec 22, 2023
-14.23%
Feb 12, 2021 - Jul 9, 2021
#10-9.92%
Feb 27, 2026 - Mar 20, 2026
-11.79%
Jul 2, 2004 - Oct 1, 2004
#11-9.56%
Sep 27, 2024 - Feb 28, 2025
-10.54%
Jul 19, 2007 - Oct 1, 2007
#12-8.43%
Sep 6, 2005 - Jan 3, 2006
-10.17%
Feb 26, 2026 - Apr 13, 2026
#13-8.09%
Feb 26, 2007 - Mar 21, 2007
-9.88%
Sep 3, 2014 - Nov 3, 2014
#14-7.06%
Jun 15, 2021 - Oct 20, 2021
-9.26%
Jan 26, 2018 - Mar 9, 2018
#15-6.41%
Mar 4, 2005 - Aug 11, 2005
-9.20%
Sep 2, 2020 - Oct 8, 2020

Correlation

Correlation between EWU and IMCG is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (1999 - 2026)

EWU vs IMCG dividend yield comparison.

YearEWUIMCG
20260.00%0.13%
20253.73%0.78%
20244.16%0.78%
20234.14%0.85%
20223.43%0.91%
20214.35%0.41%
20202.48%0.09%
20194.13%0.30%
20184.98%0.35%
20173.91%0.45%
20163.97%0.52%
20154.11%0.38%
20147.59%0.60%
20132.39%0.37%
20123.57%0.80%
20113.30%0.25%
20102.43%0.33%
20092.59%0.28%
20086.61%0.45%
20073.50%0.24%
20063.47%0.46%
20053.11%0.12%
20041.91%0.01%
20033.05%0.00%
20022.33%0.00%
20013.25%0.00%
20005.35%0.00%
19991.85%0.00%

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