IBDS vs IMCG
Comparison between ISHARES IBONDS DEC 2027 TERM CORPORATE ETF (IBDS, ETF) and ISHARES MORNINGSTAR MID-CAP GROWTH ETF (IMCG, ETF).
5-Year PerformanceIMCG has outperformed IBDS, delivering a return of +8.6% compared to +1.4%
IBDS vs IMCG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IBDS vs IMCG - Historical Returns
Returns include dividend reinvestment.
IBDS vs IMCG - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | IBDS | IMCG |
|---|---|---|
| 2026 | +1.36% | +20.29% |
| 2025 | +5.81% | +6.65% |
| 2024 | +4.92% | +19.72% |
| 2023 | +6.19% | +21.48% |
| 2022 | -9.09% | -25.08% |
| 2021 | -1.38% | +17.12% |
| 2020 | +9.00% | +44.03% |
| 2019 | +15.05% | +36.82% |
| 2018 | -2.48% | -4.35% |
| 2017 | +1.14% | +24.87% |
| 2016 | N/A | +8.75% |
| 2015 | N/A | +0.29% |
| 2014 | N/A | +11.58% |
| 2013 | N/A | +30.83% |
| 2012 | N/A | +14.19% |
| 2011 | N/A | -3.74% |
| 2010 | N/A | +25.95% |
| 2009 | N/A | +36.47% |
| 2008 | N/A | -45.99% |
| 2007 | N/A | +20.06% |
| 2006 | N/A | +7.72% |
| 2005 | N/A | +18.32% |
| 2004 | N/A | +14.09% |
IBDS vs IMCG Drawdown Comparison
The maximum drawdown for IBDS was -16.75%, occurring on Mar 20, 2020. Recovery took 65 trading sessions.
The maximum drawdown for IMCG was -58.96%, occurring on Nov 20, 2008. Recovery took 827 trading sessions.
| Rank | IBDS | IMCG |
|---|---|---|
| #1 | -16.75% Mar 5, 2020 - Jun 8, 2020 | -58.96% Oct 31, 2007 - Feb 11, 2011 |
| #2 | -14.98% Aug 2, 2021 - Feb 28, 2025 | -35.08% Nov 16, 2021 - Oct 14, 2024 |
| #3 | -5.54% Dec 6, 2017 - Feb 19, 2019 | -34.05% Feb 19, 2020 - Jun 1, 2020 |
| #4 | -3.12% Feb 10, 2021 - Aug 2, 2021 | -25.77% Jul 7, 2011 - Jan 4, 2013 |
| #5 | -2.35% Aug 28, 2019 - Oct 4, 2019 | -24.44% Apr 23, 2015 - Jan 25, 2017 |
| #6 | -1.43% Aug 6, 2020 - Nov 17, 2020 | -23.65% Sep 4, 2018 - Mar 21, 2019 |
| #7 | -1.22% Oct 4, 2019 - Nov 26, 2019 | -21.91% Dec 6, 2024 - Jul 3, 2025 |
| #8 | -1.20% Jul 3, 2019 - Aug 1, 2019 | -16.52% May 9, 2006 - Jan 31, 2007 |
| #9 | -1.16% Nov 6, 2017 - Dec 5, 2017 | -14.23% Feb 12, 2021 - Jul 9, 2021 |
| #10 | -0.91% Apr 3, 2025 - Apr 28, 2025 | -11.79% Jul 2, 2004 - Oct 1, 2004 |
| #11 | -0.70% Apr 11, 2019 - Apr 24, 2019 | -10.54% Jul 19, 2007 - Oct 1, 2007 |
| #12 | -0.66% Sep 18, 2017 - Oct 13, 2017 | -10.17% Feb 26, 2026 - Apr 13, 2026 |
| #13 | -0.64% Oct 17, 2017 - Nov 2, 2017 | -9.88% Sep 3, 2014 - Nov 3, 2014 |
| #14 | -0.63% Jun 16, 2020 - Jul 2, 2020 | -9.26% Jan 26, 2018 - Mar 9, 2018 |
| #15 | -0.59% Jun 24, 2019 - Jun 27, 2019 | -9.20% Sep 2, 2020 - Oct 8, 2020 |
Correlation
Correlation between IBDS and IMCG is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
IBDS vs IMCG dividend yield comparison.
| Year | IBDS | IMCG |
|---|---|---|
| 2026 | 1.77% | 0.23% |
| 2025 | 4.36% | 0.78% |
| 2024 | 4.37% | 0.78% |
| 2023 | 3.81% | 0.85% |
| 2022 | 2.87% | 0.91% |
| 2021 | 2.19% | 0.41% |
| 2020 | 2.66% | 0.09% |
| 2019 | 3.31% | 0.30% |
| 2018 | 3.66% | 0.35% |
| 2017 | 0.97% | 0.45% |
| 2016 | 0.00% | 0.52% |
| 2015 | 0.00% | 0.38% |
| 2014 | 0.00% | 0.60% |
| 2013 | 0.00% | 0.37% |
| 2012 | 0.00% | 0.80% |
| 2011 | 0.00% | 0.25% |
| 2010 | 0.00% | 0.33% |
| 2009 | 0.00% | 0.28% |
| 2008 | 0.00% | 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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