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GSY vs IMCG

Comparison between INVESCO ULTRA SHORT DURATION ETF (GSY, ETF) and ISHARES MORNINGSTAR MID-CAP GROWTH ETF (IMCG, ETF).

5-Year PerformanceIMCG has outperformed GSY, delivering a return of +7.9% compared to +3.6%

GSY vs IMCG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
GSY
$3.50B
IMCG
$3.50B
Expense Ratio
GSY
0.22%
Winner
IMCG
0.06%
Max Drawdown
Winner
GSY
12.14%
IMCG
59.05%
Sharpe Ratio
Winner
GSY
1.87
IMCG
0.95
5Y Beta
Winner
GSY
0.00
IMCG
1.02
P/E Ratio
GSY
N/A
IMCG
38.69
Forward P/E
GSY
N/A
IMCG
26.56
PEG Ratio
GSY
N/A
IMCG
0.17
5Y Dividends CAGR
GSY
37.18%
Winner
IMCG
66.35%
5Y EPS CAGR
GSY
N/A
IMCG
16.65%
Debt to Equity
GSY
N/A
IMCG
59.65%
P/S Ratio
GSY
N/A
IMCG
3.37
P/B Ratio
GSY
N/A
IMCG
6.60

GSY vs IMCG - Historical Returns

Returns include dividend reinvestment.

1M
GSY
+0.36%
Winner
IMCG
+3.26%
3M
GSY
+0.89%
Winner
IMCG
+12.13%
6M
GSY
+1.92%
Winner
IMCG
+14.23%
1Y
GSY
+4.47%
Winner
IMCG
+19.29%
5Y(CAGR)
GSY
+3.64%
Winner
IMCG
+7.88%
10Y(CAGR)
GSY
+2.86%
Winner
IMCG
+14.03%
Max(CAGR)
GSY
+1.94%
Winner
IMCG
+11.31%

GSY vs IMCG - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearGSYIMCG
2026+1.51%+14.75%
2025+4.98%+6.65%
2024+6.00%+19.72%
2023+6.03%+21.48%
2022+0.05%-25.08%
2021+0.03%+17.12%
2020+1.90%+44.03%
2019+3.34%+36.82%
2018+2.16%-4.35%
2017+1.88%+24.87%
2016+1.81%+8.75%
2015+1.00%+0.29%
2014+0.76%+11.58%
2013+1.37%+30.83%
2012+1.53%+14.19%
2011+0.09%-3.74%
2010-0.15%+25.95%
2009+0.06%+36.47%
2008+1.62%-45.99%
2007N/A+20.06%
2006N/A+7.72%
2005N/A+18.32%
2004N/A+14.09%

GSY vs IMCG Drawdown Comparison

The maximum drawdown for GSY was -12.14%, occurring on Dec 4, 2008. Recovery took 2158 trading sessions.

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

The current GSY drawdown is -0.06%. The current IMCG drawdown is -3.83%.

RankGSYIMCG
#1-12.14%
Dec 3, 2008 - Jun 30, 2017
-58.96%
Oct 31, 2007 - Feb 11, 2011
#2-5.25%
Mar 5, 2020 - May 27, 2020
-35.08%
Nov 16, 2021 - Oct 14, 2024
#3-3.29%
Nov 20, 2008 - Dec 3, 2008
-34.05%
Feb 19, 2020 - Jun 1, 2020
#4-1.48%
Sep 15, 2021 - Jan 9, 2023
-25.77%
Jul 7, 2011 - Jan 4, 2013
#5-0.90%
Aug 25, 2008 - Sep 24, 2008
-24.44%
Apr 23, 2015 - Jan 25, 2017
#6-0.80%
Sep 24, 2008 - Oct 30, 2008
-23.65%
Sep 4, 2018 - Mar 21, 2019
#7-0.56%
Apr 24, 2008 - May 8, 2008
-21.91%
Dec 6, 2024 - Jul 3, 2025
#8-0.30%
May 8, 2008 - May 14, 2008
-16.52%
May 9, 2006 - Jan 31, 2007
#9-0.26%
Jul 25, 2008 - Aug 25, 2008
-14.23%
Feb 12, 2021 - Jul 9, 2021
#10-0.20%
Mar 25, 2008 - Apr 24, 2008
-11.79%
Jul 2, 2004 - Oct 1, 2004
#11-0.18%
Feb 12, 2008 - Feb 28, 2008
-10.54%
Jul 19, 2007 - Oct 1, 2007
#12-0.18%
May 23, 2008 - Jun 24, 2008
-10.17%
Feb 26, 2026 - Apr 13, 2026
#13-0.18%
Jun 24, 2008 - Jul 25, 2008
-9.88%
Sep 3, 2014 - Nov 3, 2014
#14-0.18%
Apr 3, 2025 - Apr 17, 2025
-9.26%
Jan 26, 2018 - Mar 9, 2018
#15-0.16%
Mar 24, 2023 - Apr 3, 2023
-9.20%
Sep 2, 2020 - Oct 8, 2020

Correlation

Correlation between GSY and IMCG is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2004 - 2026)

GSY vs IMCG dividend yield comparison.

YearGSYIMCG
20261.74%0.13%
20254.56%0.78%
20245.31%0.78%
20234.95%0.85%
20221.70%0.91%
20210.58%0.41%
20201.45%0.09%
20192.71%0.30%
20182.30%0.35%
20171.80%0.45%
20161.21%0.52%
20151.17%0.38%
20141.29%0.60%
20131.15%0.37%
20120.72%0.80%
20110.32%0.25%
20100.01%0.33%
20090.24%0.28%
20081.81%0.45%
20070.00%0.24%
20060.00%0.46%
20050.00%0.12%
20040.00%0.01%

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