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IBDV vs ILCG

Comparison between ISHARES IBONDS DEC 2030 TERM CORPORATE ETF (IBDV, ETF) and ISHARES MORNINGSTAR GROWTH ETF (ILCG, ETF).

5-Year PerformanceILCG has outperformed IBDV, delivering a return of +14.0% compared to +0.7%

IBDV vs ILCG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IBDV
$3.10B
Winner
ILCG
$3.20B
Expense Ratio
IBDV
0.10%
Winner
ILCG
0.04%
Max Drawdown
Winner
IBDV
24.90%
ILCG
53.23%
Sharpe Ratio
IBDV
0.30
Winner
ILCG
1.24
5Y Beta
Winner
IBDV
0.06
ILCG
1.24
P/E Ratio
IBDV
N/A
ILCG
35.54
Forward P/E
IBDV
N/A
ILCG
25.40
PEG Ratio
IBDV
N/A
ILCG
0.23
5Y Dividends CAGR
IBDV
19.43%
Winner
ILCG
24.33%
5Y EPS CAGR
IBDV
N/A
ILCG
39.49%
Debt to Equity
IBDV
N/A
ILCG
38.72%

IBDV vs ILCG - Historical Returns

Returns include dividend reinvestment.

1M
IBDV
+0.61%
Winner
ILCG
+2.34%
3M
IBDV
+0.63%
Winner
ILCG
+19.19%
6M
IBDV
+0.49%
Winner
ILCG
+14.47%
1Y
IBDV
+4.59%
Winner
ILCG
+26.94%
5Y(CAGR)
IBDV
+0.75%
Winner
ILCG
+14.04%
10Y(CAGR)
IBDV
N/A
ILCG
+19.89%
Max(CAGR)
IBDV
+1.09%
Winner
ILCG
+14.70%

IBDV vs ILCG - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearIBDVILCG
2026+0.39%+12.59%
2025+8.24%+16.68%
2024+3.94%+35.11%
2023+7.89%+41.82%
2022-14.02%-32.14%
2021-2.38%+25.97%
2020+5.32%+38.72%
2019N/A+36.50%
2018N/A+4.14%
2017N/A+34.85%
2016N/A+7.68%
2015N/A+12.01%
2014N/A+19.48%
2013N/A+33.84%
2012N/A+21.88%
2011N/A+4.40%
2010N/A+14.45%
2009N/A+44.91%
2008N/A-39.45%
2007N/A+14.40%
2006N/A+5.12%
2005N/A+5.57%
2004N/A+6.38%

IBDV vs ILCG Drawdown Comparison

The maximum drawdown for IBDV was -21.85%, occurring on Oct 20, 2022. Recovery took 1180 trading sessions.

The maximum drawdown for ILCG was -51.99%, occurring on Nov 20, 2008. Recovery took 802 trading sessions.

The current IBDV drawdown is -0.81%. The current ILCG drawdown is -2.48%.

RankIBDVILCG
#1-21.85%
Dec 31, 2020 - Sep 16, 2025
-51.99%
Oct 31, 2007 - Jan 6, 2011
#2-2.07%
Aug 6, 2020 - Nov 19, 2020
-35.38%
Nov 19, 2021 - Feb 7, 2024
#3-2.07%
Feb 27, 2026 - Mar 26, 2026
-31.61%
Feb 19, 2020 - Jun 5, 2020
#4-0.82%
Nov 30, 2020 - Dec 28, 2020
-23.10%
Jan 23, 2025 - Jun 24, 2025
#5-0.75%
Oct 20, 2025 - Nov 25, 2025
-20.00%
Oct 1, 2018 - Mar 21, 2019
#6-0.59%
Sep 16, 2025 - Oct 2, 2025
-16.90%
Jul 22, 2011 - Jan 19, 2012
#7-0.49%
Nov 26, 2025 - Dec 18, 2025
-15.65%
Oct 29, 2025 - Apr 22, 2026
#8-0.48%
Jul 23, 2020 - Jul 30, 2020
-15.12%
Nov 3, 2015 - Jul 11, 2016
#9-0.41%
Jan 14, 2026 - Jan 29, 2026
-13.13%
Jul 20, 2015 - Nov 2, 2015
#10-0.32%
Oct 2, 2025 - Oct 13, 2025
-12.99%
Feb 12, 2021 - Apr 26, 2021
#11-0.27%
Jul 9, 2020 - Jul 14, 2020
-12.81%
Jul 10, 2024 - Oct 9, 2024
#12-0.23%
Dec 29, 2025 - Jan 14, 2026
-12.00%
Jan 11, 2006 - Oct 26, 2006
#13-0.18%
Oct 16, 2025 - Oct 20, 2025
-11.33%
Sep 2, 2020 - Dec 1, 2020
#14-0.15%
Jan 30, 2026 - Feb 5, 2026
-9.91%
Apr 3, 2012 - Aug 16, 2012
#15-0.14%
Feb 17, 2026 - Feb 23, 2026
-9.54%
Jan 26, 2018 - Mar 12, 2018

Correlation

Correlation between IBDV and ILCG is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.60
-101

Dividend Comparison (2004 - 2026)

IBDV vs ILCG dividend yield comparison.

YearIBDVILCG
20261.89%0.16%
20254.57%0.47%
20244.69%0.50%
20234.10%0.69%
20223.02%0.75%
20211.99%0.45%
20200.90%1.39%
20190.00%2.71%
20180.00%4.06%
20170.00%4.46%
20160.00%4.77%
20150.00%4.96%
20140.00%4.35%
20130.00%4.71%
20120.00%6.34%
20110.00%4.58%
20100.00%3.69%
20090.00%4.16%
20080.00%4.85%
20070.00%2.29%
20060.00%2.23%
20050.00%1.79%
20040.00%6.38%

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