ILCG vs UCON
Comparison between ISHARES MORNINGSTAR GROWTH ETF (ILCG, ETF) and FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON, ETF).
5-Year PerformanceILCG has outperformed UCON, delivering a return of +14.0% compared to +2.8%
ILCG vs UCON - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ILCG vs UCON - Historical Returns
Returns include dividend reinvestment.
ILCG vs UCON - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | ILCG | UCON |
|---|---|---|
| 2026 | +12.59% | +0.77% |
| 2025 | +16.68% | +7.00% |
| 2024 | +35.11% | +4.90% |
| 2023 | +41.82% | +7.67% |
| 2022 | -32.14% | -5.72% |
| 2021 | +25.97% | +1.05% |
| 2020 | +38.72% | +6.67% |
| 2019 | +36.50% | +7.13% |
| 2018 | +4.14% | +1.11% |
| 2017 | +34.85% | N/A |
| 2016 | +7.68% | N/A |
| 2015 | +12.01% | N/A |
| 2014 | +19.48% | N/A |
| 2013 | +33.84% | N/A |
| 2012 | +21.88% | N/A |
| 2011 | +4.40% | N/A |
| 2010 | +14.45% | N/A |
| 2009 | +44.91% | N/A |
| 2008 | -39.45% | N/A |
| 2007 | +14.40% | N/A |
| 2006 | +5.12% | N/A |
| 2005 | +5.57% | N/A |
| 2004 | +6.38% | N/A |
ILCG vs UCON Drawdown Comparison
The maximum drawdown for ILCG was -51.99%, occurring on Nov 20, 2008. Recovery took 802 trading sessions.
The maximum drawdown for UCON was -15.31%, occurring on Mar 18, 2020. Recovery took 83 trading sessions.
The current ILCG drawdown is -2.48%. The current UCON drawdown is -0.40%.
| Rank | ILCG | UCON |
|---|---|---|
| #1 | -51.99% Oct 31, 2007 - Jan 6, 2011 | -15.31% Mar 5, 2020 - Jul 2, 2020 |
| #2 | -35.38% Nov 19, 2021 - Feb 7, 2024 | -9.60% Sep 14, 2021 - Dec 14, 2023 |
| #3 | -31.61% Feb 19, 2020 - Jun 5, 2020 | -2.45% Feb 26, 2026 - Mar 26, 2026 |
| #4 | -23.10% Jan 23, 2025 - Jun 24, 2025 | -1.70% Feb 1, 2024 - May 15, 2024 |
| #5 | -20.00% Oct 1, 2018 - Mar 21, 2019 | -1.67% Sep 24, 2024 - Feb 24, 2025 |
| #6 | -16.90% Jul 22, 2011 - Jan 19, 2012 | -1.53% Mar 3, 2025 - May 30, 2025 |
| #7 | -15.65% Oct 29, 2025 - Apr 22, 2026 | -1.12% Nov 9, 2018 - Jan 10, 2019 |
| #8 | -15.12% Nov 3, 2015 - Jul 11, 2016 | -1.07% Feb 11, 2021 - May 26, 2021 |
| #9 | -13.13% Jul 20, 2015 - Nov 2, 2015 | -0.96% Sep 4, 2019 - Oct 1, 2019 |
| #10 | -12.99% Feb 12, 2021 - Apr 26, 2021 | -0.88% Feb 24, 2020 - Mar 3, 2020 |
| #11 | -12.81% Jul 10, 2024 - Oct 9, 2024 | -0.87% Dec 28, 2023 - Jan 12, 2024 |
| #12 | -12.00% Jan 11, 2006 - Oct 26, 2006 | -0.83% Oct 13, 2020 - Nov 5, 2020 |
| #13 | -11.33% Sep 2, 2020 - Dec 1, 2020 | -0.75% Oct 28, 2025 - Nov 25, 2025 |
| #14 | -9.91% Apr 3, 2012 - Aug 16, 2012 | -0.73% May 15, 2024 - Jun 4, 2024 |
| #15 | -9.54% Jan 26, 2018 - Mar 12, 2018 | -0.73% Feb 19, 2019 - Mar 6, 2019 |
Correlation
Correlation between ILCG and UCON is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
ILCG vs UCON dividend yield comparison.
| Year | ILCG | UCON |
|---|---|---|
| 2026 | 0.16% | 1.83% |
| 2025 | 0.47% | 4.63% |
| 2024 | 0.50% | 4.95% |
| 2023 | 0.69% | 4.75% |
| 2022 | 0.75% | 3.12% |
| 2021 | 0.45% | 2.20% |
| 2020 | 1.39% | 3.14% |
| 2019 | 2.71% | 3.25% |
| 2018 | 4.06% | 1.76% |
| 2017 | 4.46% | 0.00% |
| 2016 | 4.77% | 0.00% |
| 2015 | 4.96% | 0.00% |
| 2014 | 4.35% | 0.00% |
| 2013 | 4.71% | 0.00% |
| 2012 | 6.34% | 0.00% |
| 2011 | 4.58% | 0.00% |
| 2010 | 3.69% | 0.00% |
| 2009 | 4.16% | 0.00% |
| 2008 | 4.85% | 0.00% |
| 2007 | 2.29% | 0.00% |
| 2006 | 2.23% | 0.00% |
| 2005 | 1.79% | 0.00% |
| 2004 | 6.38% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks