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ILCG vs HYMB

Comparison between ISHARES MORNINGSTAR GROWTH ETF (ILCG, ETF) and STATE STREET(R) SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF (HYMB, ETF).

5-Year PerformanceILCG has outperformed HYMB, delivering a return of +12.4% compared to +0.1%

ILCG vs HYMB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ILCG
$3.20B
HYMB
$3.20B
Expense Ratio
Winner
ILCG
0.04%
HYMB
0.35%
Max Drawdown
ILCG
53.23%
Winner
HYMB
29.76%
Sharpe Ratio
ILCG
0.76
Winner
HYMB
0.89
5Y Beta
ILCG
1.24
Winner
HYMB
0.04
P/E Ratio
ILCG
36.09
HYMB
N/A
Forward P/E
ILCG
25.62
HYMB
N/A
PEG Ratio
ILCG
0.25
HYMB
N/A
5Y Dividends CAGR
Winner
ILCG
24.33%
HYMB
1.11%
5Y EPS CAGR
ILCG
38.78%
HYMB
N/A
Debt to Equity
ILCG
52.68%
HYMB
N/A
P/S Ratio
ILCG
6.26
HYMB
N/A
P/B Ratio
ILCG
10.32
HYMB
N/A

ILCG vs HYMB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ILCG
+3.15%
HYMB
-0.76%
3M
Winner
ILCG
+3.73%
HYMB
+0.63%
6M
Winner
ILCG
+15.47%
HYMB
+1.83%
1Y
Winner
ILCG
+18.00%
HYMB
+7.57%
5Y(CAGR)
Winner
ILCG
+12.37%
HYMB
+0.15%
10Y(CAGR)
Winner
ILCG
+17.69%
HYMB
+2.26%
Max(CAGR)
Winner
ILCG
+11.78%
HYMB
+4.36%

ILCG vs HYMB - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearILCGHYMB
2026+13.15%+2.79%
2025+16.68%+1.88%
2024+35.11%+6.23%
2023+41.82%+7.95%
2022-32.14%-15.54%
2021+25.79%+5.37%
2020+36.78%+3.67%
2019+33.35%+9.49%
2018+1.05%+4.78%
2017+29.73%+3.02%
2016+3.62%+1.92%
2015+7.61%+3.59%
2014+15.21%+17.12%
2013+28.28%-8.31%
2012+15.97%+15.62%
2011+0.62%+10.19%
2010+10.84%N/A
2009+39.28%N/A
2008-41.24%N/A
2007+12.26%N/A
2006+3.17%N/A
2005+4.03%N/A
2004+1.19%N/A

ILCG vs HYMB Drawdown Comparison

The maximum drawdown for ILCG was -52.99%, occurring on Nov 20, 2008. Recovery took 1082 trading sessions.

The maximum drawdown for HYMB was -29.57%, occurring on Mar 23, 2020. Recovery took 212 trading sessions.

The current ILCG drawdown is -2.00%. The current HYMB drawdown is -1.15%.

RankILCGHYMB
#1-52.99%
Oct 31, 2007 - Feb 16, 2012
-29.57%
Mar 5, 2020 - Jan 6, 2021
#2-35.38%
Nov 19, 2021 - Feb 7, 2024
-20.16%
Jul 27, 2021 - Feb 26, 2026
#3-31.61%
Feb 19, 2020 - Jun 8, 2020
-16.59%
May 20, 2013 - May 20, 2014
#4-23.10%
Jan 23, 2025 - Jun 24, 2025
-7.98%
Aug 29, 2016 - Aug 29, 2017
#5-20.71%
Oct 1, 2018 - Apr 3, 2019
-4.28%
Dec 6, 2012 - Jan 22, 2013
#6-16.14%
Jul 20, 2015 - Jan 6, 2017
-4.19%
Jan 30, 2015 - Oct 22, 2015
#7-15.65%
Oct 29, 2025 - Apr 22, 2026
-3.65%
Sep 5, 2017 - May 25, 2018
#8-12.99%
Feb 12, 2021 - Apr 26, 2021
-3.11%
Feb 27, 2026 - May 28, 2026
#9-12.94%
Jan 11, 2006 - Nov 15, 2006
-2.49%
Feb 11, 2021 - Apr 22, 2021
#10-12.81%
Jul 10, 2024 - Oct 9, 2024
-2.17%
Jul 2, 2026 - Jul 23, 2026
#11-11.59%
Sep 2, 2020 - Dec 4, 2020
-1.93%
May 30, 2014 - Aug 11, 2014
#12-10.28%
Jun 2, 2026 - Jul 29, 2026
-1.89%
Sep 6, 2018 - Dec 28, 2018
#13-9.91%
Apr 3, 2012 - Aug 17, 2012
-1.51%
Oct 4, 2011 - Nov 2, 2011
#14-9.54%
Jan 26, 2018 - Mar 12, 2018
-1.41%
Mar 13, 2012 - Apr 12, 2012
#15-9.54%
Sep 19, 2012 - Feb 19, 2013
-1.33%
Nov 2, 2015 - Dec 23, 2015

Correlation

Correlation between ILCG and HYMB is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (2004 - 2026)

ILCG vs HYMB dividend yield comparison.

YearILCGHYMB
20260.16%2.69%
20250.47%4.55%
20240.50%4.29%
20230.69%4.07%
20220.75%3.77%
20210.34%3.19%
20200.28%3.55%
20190.54%3.95%
20180.81%4.03%
20170.89%3.78%
20160.95%4.08%
20150.99%4.54%
20140.87%4.49%
20130.94%5.17%
20121.27%4.99%
20110.92%4.30%
20100.74%0.00%
20090.83%0.00%
20080.97%0.00%
20070.46%0.00%
20060.45%0.00%
20050.36%0.00%
20041.28%0.00%

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