IBDU vs IMCG

Comparison between ISHARES IBONDS DEC 2029 TERM CORPORATE ETF (IBDU, ETF) and ISHARES MORNINGSTAR MID-CAP GROWTH ETF (IMCG, ETF).

5-Year PerformanceIMCG has outperformed IBDU, delivering a return of +8.6% compared to +1.2%

IBDU vs IMCG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBDU(ETF)	IMCG(ETF)
Net Assets	$3.80B	$3.80B
Expense Ratio	0.10%	0.06%
Max Drawdown	22.93%	59.05%
Sharpe Ratio	0.44	1.06
5Y Beta	0.05	1.03
P/E Ratio	N/A	39.18
Forward P/E	N/A	25.95
PEG Ratio	N/A	0.11
5Y Dividends CAGR	11.26%	40.88%
5Y EPS CAGR	N/A	16.28%
Debt to Equity	N/A	67.07%
P/S Ratio	N/A	3.69
P/B Ratio	N/A	6.25

Net Assets

IBDU

$3.80B

IMCG

$3.80B

Expense Ratio

IBDU

0.10%

Winner

IMCG

0.06%

Max Drawdown

Winner

IBDU

22.93%

IMCG

59.05%

Sharpe Ratio

IBDU

0.44

Winner

IMCG

1.06

5Y Beta

Winner

IBDU

0.05

IMCG

1.03

P/E Ratio

IBDU

N/A

IMCG

39.18

Forward P/E

IBDU

N/A

IMCG

25.95

PEG Ratio

IBDU

N/A

IMCG

0.11

5Y Dividends CAGR

IBDU

11.26%

Winner

IMCG

40.88%

5Y EPS CAGR

IBDU

N/A

IMCG

16.28%

Debt to Equity

IBDU

N/A

IMCG

67.07%

P/S Ratio

IBDU

N/A

IMCG

3.69

P/B Ratio

IBDU

N/A

IMCG

6.25

IBDU vs IMCG - Historical Returns

Returns include dividend reinvestment.

Period	IBDU	IMCG
1 month	+0.58%	+8.53%
3 months	+0.78%	+20.55%
6 months	+1.16%	+20.76%
1 year	+4.88%	+25.15%
5 years(CAGR)	+1.18%	+8.58%
10 years(CAGR)	N/A	+14.79%
Max(CAGR)	+2.40%	+11.54%

IBDU

+0.58%

Winner

IMCG

+8.53%

IBDU

+0.78%

Winner

IMCG

+20.55%

IBDU

+1.16%

Winner

IMCG

+20.76%

IBDU

+4.88%

Winner

IMCG

+25.15%

5Y(CAGR)

IBDU

+1.18%

Winner

IMCG

+8.58%

10Y(CAGR)

IBDU

N/A

IMCG

+14.79%

Max(CAGR)

IBDU

+2.40%

Winner

IMCG

+11.54%

IBDU vs IMCG - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	IBDU	IMCG
2026	+0.76%	+20.29%
2025	+7.50%	+6.65%
2024	+4.07%	+19.72%
2023	+8.17%	+21.48%
2022	-12.44%	-25.08%
2021	-1.87%	+17.12%
2020	+10.16%	+44.03%
2019	+2.23%	+36.82%
2018	N/A	-4.35%
2017	N/A	+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%

IBDU vs IMCG Drawdown Comparison

The maximum drawdown for IBDU was -19.44%, occurring on Oct 20, 2022. Recovery took 993 trading sessions.

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

The current IBDU drawdown is -0.30%.

Rank	IBDU	IMCG
#1	-19.44% Aug 4, 2021 - Jul 21, 2025	-58.96% Oct 31, 2007 - Feb 11, 2011
#2	-18.22% Mar 5, 2020 - Jun 15, 2020	-35.08% Nov 16, 2021 - Oct 14, 2024
#3	-5.23% Dec 31, 2020 - Aug 2, 2021	-34.05% Feb 19, 2020 - Jun 1, 2020
#4	-1.79% Aug 6, 2020 - Nov 27, 2020	-25.77% Jul 7, 2011 - Jan 4, 2013
#5	-1.65% Oct 4, 2019 - Dec 26, 2019	-24.44% Apr 23, 2015 - Jan 25, 2017
#6	-1.58% Feb 27, 2026 - Mar 26, 2026	-23.65% Sep 4, 2018 - Mar 21, 2019
#7	-0.81% Nov 30, 2020 - Dec 24, 2020	-21.91% Dec 6, 2024 - Jul 3, 2025
#8	-0.78% Sep 24, 2019 - Oct 2, 2019	-16.52% May 9, 2006 - Jan 31, 2007
#9	-0.67% Jun 16, 2020 - Jul 1, 2020	-14.23% Feb 12, 2021 - Jul 9, 2021
#10	-0.55% Feb 3, 2020 - Feb 10, 2020	-11.79% Jul 2, 2004 - Oct 1, 2004
#11	-0.52% Feb 25, 2020 - Feb 28, 2020	-10.54% Jul 19, 2007 - Oct 1, 2007
#12	-0.51% Oct 21, 2025 - Nov 24, 2025	-10.17% Feb 26, 2026 - Apr 13, 2026
#13	-0.47% Sep 15, 2025 - Oct 1, 2025	-9.88% Sep 3, 2014 - Nov 3, 2014
#14	-0.37% Jul 23, 2020 - Jul 29, 2020	-9.26% Jan 26, 2018 - Mar 9, 2018
#15	-0.35% Feb 10, 2020 - Feb 18, 2020	-9.20% Sep 2, 2020 - Oct 8, 2020

Correlation

Correlation between IBDU and IMCG is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (2004 - 2026)

IBDU vs IMCG dividend yield comparison.

Year	IBDU	IMCG
2026	1.91%	0.23%
2025	4.67%	0.78%
2024	4.75%	0.78%
2023	4.21%	0.85%
2022	3.34%	0.91%
2021	2.29%	0.41%
2020	2.42%	0.09%
2019	0.74%	0.30%
2018	0.00%	0.35%
2017	0.00%	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%