IMCB vs ARKG
Comparison between ISHARES MORNINGSTAR MID-CAP ETF (IMCB, ETF) and ARK GENOMIC REVOLUTION ETF (ARKG, ETF).
5-Year PerformanceIMCB has outperformed ARKG, delivering a return of +9.5% compared to -13.0%
IMCB vs ARKG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IMCB
$1.70B
ARKG
$1.70B
Expense Ratio
Winner
IMCB
0.04%
ARKG
0.75%
Max Drawdown
Winner
IMCB
59.59%
ARKG
83.69%
Sharpe Ratio
IMCB
1.51
Winner
ARKG
1.57
5Y Beta
Winner
IMCB
0.86
ARKG
1.67
P/E Ratio
IMCB
27.48
Winner
ARKG
-14.25
Forward P/E
IMCB
18.47
ARKG
N/A
PEG Ratio
IMCB
0.32
ARKG
N/A
5Y Dividends CAGR
IMCB
13.10%
ARKG
N/A
5Y EPS CAGR
IMCB
12.80%
ARKG
N/A
Debt to Equity
IMCB
83.66%
Winner
ARKG
7.82%
P/S Ratio
Winner
IMCB
1.95
ARKG
10.58
P/B Ratio
Winner
IMCB
3.45
ARKG
5.34
IMCB vs ARKG - Holdings Comparison
IMCB and ARKG have 3 common holdings. Overlap is 0.46%
IMCB's top 25 holdings weight is 15.10%. ARKG's top 25 holdings weight is 94.59%.
| Rank | IMCB | ARKG |
|---|---|---|
| #1 | n/a (DELL) - 0.84% | 10X GENOMICS INC ORDINARY SHARES CLASS A (TXG) - 9.17% |
| #2 | AUTOMATIC DATA PROCESSING INC (ADP) - 0.74% | TWIST BIOSCIENCE CORP (TWST) - 7.92% |
| #3 | BANK OF NEW YORK MELLON CORP (BNY) - 0.71% | TEMPUS AI INC CLASS A COMMON STOCK (TEM) - 7.16% |
| #4 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 0.71% | CRISPR THERAPEUTICS AG (CRSP) - 6.17% |
| #5 | FORTINET INC (FTNT) - 0.70% | PERSONALIS INC (PSNL) - 5.68% |
| #6 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.70% | ABSCI CORP (ABSI) - 5.37% |
| #7 | U.S. BANCORP (USB) - 0.68% | ELI LILLY AND CO (LLY) - 4.69% |
| #8 | CSX CORP (CSX) - 0.64% | GUARDANT HEALTH INC (GH) - 4.36% |
| #9 | 3M CO (MMM) - 0.63% | ILLUMINA INC (ILMN) - 4.35% |
| #10 | FREEPORT-MCMORAN INC (FCX) - 0.63% | NATERA INC (NTRA) - 4.03% |
| #11 | MARSH (MRSH) - 0.62% | BEAM THERAPEUTICS INC (BEAM) - 3.95% |
| #12 | VALERO ENERGY CORP (VLO) - 0.62% | CAREDX INC (CDNA) - 3.74% |
| #13 | MARATHON PETROLEUM CORP (MPC) - 0.61% | COMPASS PATHWAYS PLC ADR (CMPS) - 3.28% |
| #14 | n/a (JCI) - 0.61% | VERACYTE INC (VCYT) - 3.20% |
| #15 | CUMMINS INC (CMI) - 0.61% | RECURSION PHARMACEUTICALS INC CLASS A (RXRX) - 2.64% |
| #16 | CLOUDFLARE INC (NET) - 0.61% | ADAPTIVE BIOTECHNOLOGIES CORP (ADPT) - 2.52% |
| #17 | EMERSON ELECTRIC CO (EMR) - 0.60% | NURIX THERAPEUTICS INC ORDINARY SHARES (NRIX) - 2.48% |
| #18 | WILLIAMS COMPANIES INC (WMB) - 0.59% | BUTTERFLY NETWORK INC ORDINARY SHARES CLASS A (BFLY) - 2.04% |
| #19 | DATADOG INC CLASS A (DDOG) - 0.58% | INTELLIA THERAPEUTICS INC (NTLA) - 2.03% |
| #20 | PHILLIPS 66 (PSX) - 0.57% | SCHRODINGER INC ORDINARY SHARES (SDGR) - 1.94% |
| #21 | DIGITAL REALTY TRUST INC (DLR) - 0.43% | IONIS PHARMACEUTICALS INC (IONS) - 1.78% |
| #22 | W.W. GRAINGER INC (GWW) - 0.42% | GENEDX HOLDINGS CORP ORDINARY SHARES CLASS A (WGS) - 1.73% |
| #23 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 0.42% | ALAMAR BIOSCIENCES INC (ALMR) - 1.51% |
| #24 | KINDER MORGAN INC CLASS P (KMI) - 0.42% | PRIME MEDICINE INC (PRME) - 1.43% |
| #25 | CENCORA INC (COR) - 0.41% | CERUS CORP (CERS) - 1.42% |
| Total Holdings | 357 | 32 |
IMCB vs ARKG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IMCB
+2.82%
ARKG
+1.03%
3M
IMCB
+10.33%
Winner
ARKG
+41.67%
6M
IMCB
+14.95%
Winner
ARKG
+49.50%
1Y
IMCB
+25.79%
Winner
ARKG
+84.80%
5Y(CAGR)
Winner
IMCB
+9.54%
ARKG
-13.01%
10Y(CAGR)
Winner
IMCB
+11.47%
ARKG
+9.21%
Max(CAGR)
Winner
IMCB
+10.53%
ARKG
+7.29%
IMCB vs ARKG - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | IMCB | ARKG |
|---|---|---|
| 2026 | +20.02% | +47.50% |
| 2025 | +10.31% | +18.44% |
| 2024 | +15.66% | -28.04% |
| 2023 | +16.65% | +18.83% |
| 2022 | -15.81% | -55.37% |
| 2021 | +24.84% | -33.83% |
| 2020 | +13.21% | +181.99% |
| 2019 | +31.94% | +40.89% |
| 2018 | -11.90% | -4.68% |
| 2017 | +18.71% | +44.36% |
| 2016 | +13.45% | -15.91% |
| 2015 | -1.38% | -1.57% |
| 2014 | +16.81% | +5.62% |
| 2013 | +29.45% | N/A |
| 2012 | +15.55% | N/A |
| 2011 | +0.77% | N/A |
| 2010 | +24.95% | N/A |
| 2009 | +34.77% | N/A |
| 2008 | -37.81% | N/A |
| 2007 | +1.91% | N/A |
| 2006 | +12.68% | N/A |
| 2005 | +11.63% | N/A |
| 2004 | +13.47% | N/A |
IMCB vs ARKG Drawdown Comparison
The maximum drawdown for IMCB was -58.80%, occurring on Mar 9, 2009. Recovery took 899 trading sessions.
The maximum drawdown for ARKG was -83.59%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current ARKG drawdown is -61.49%.
| Rank | IMCB | ARKG |
|---|---|---|
| #1 | -58.80% Jul 13, 2007 - Feb 7, 2011 | -83.59% Jan 20, 2021 - Apr 8, 2025 |
| #2 | -40.99% Feb 20, 2020 - Nov 9, 2020 | -37.44% Jun 22, 2015 - Aug 29, 2017 |
| #3 | -25.14% Nov 16, 2021 - Mar 1, 2024 | -35.09% Aug 31, 2018 - Apr 3, 2019 |
| #4 | -24.12% Apr 29, 2011 - Feb 3, 2012 | -34.99% Mar 6, 2020 - Apr 20, 2020 |
| #5 | -20.32% Aug 29, 2018 - Apr 3, 2019 | -20.71% Jul 30, 2019 - Dec 17, 2019 |
| #6 | -19.79% Nov 25, 2024 - Jul 22, 2025 | -17.57% Mar 9, 2018 - Jun 14, 2018 |
| #7 | -18.79% May 22, 2015 - Jul 12, 2016 | -15.74% Apr 10, 2019 - Jul 3, 2019 |
| #8 | -11.06% May 9, 2006 - Oct 16, 2006 | -14.04% May 22, 2020 - Jun 22, 2020 |
| #9 | -10.64% Mar 19, 2012 - Sep 7, 2012 | -13.43% Jan 29, 2018 - Mar 8, 2018 |
| #10 | -10.09% Sep 5, 2014 - Nov 6, 2014 | -12.70% Oct 13, 2020 - Nov 19, 2020 |
| #11 | -8.86% Jan 26, 2018 - Aug 29, 2018 | -12.31% Aug 21, 2020 - Sep 18, 2020 |
| #12 | -8.71% Mar 7, 2005 - Jun 16, 2005 | -11.23% Oct 6, 2017 - Jan 22, 2018 |
| #13 | -8.42% Sep 12, 2005 - Nov 22, 2005 | -11.00% Dec 22, 2020 - Jan 8, 2021 |
| #14 | -8.05% Feb 26, 2026 - Apr 17, 2026 | -9.59% Feb 19, 2020 - Mar 6, 2020 |
| #15 | -7.86% May 21, 2013 - Jul 22, 2013 | -9.59% Jul 13, 2018 - Aug 22, 2018 |
Correlation
Correlation between IMCB and ARKG is 0.26 which considered as a very weak or no correlation - the stocks move independently of each other.
0.26
-101
Dividend Comparison (2004 - 2026)
IMCB vs ARKG dividend yield comparison.
| Year | IMCB | ARKG |
|---|---|---|
| 2026 | 0.53% | 0.00% |
| 2025 | 1.42% | 0.00% |
| 2024 | 1.43% | 0.00% |
| 2023 | 1.55% | 0.00% |
| 2022 | 1.70% | 0.00% |
| 2021 | 1.08% | 0.62% |
| 2020 | 1.12% | 0.85% |
| 2019 | 1.32% | 3.14% |
| 2018 | 1.80% | 0.82% |
| 2017 | 1.31% | 1.34% |
| 2016 | 1.79% | 0.00% |
| 2015 | 1.47% | 0.00% |
| 2014 | 1.40% | 0.00% |
| 2013 | 1.19% | 0.00% |
| 2012 | 1.34% | 0.00% |
| 2011 | 1.34% | 0.00% |
| 2010 | 1.36% | 0.00% |
| 2009 | 1.32% | 0.00% |
| 2008 | 1.81% | 0.00% |
| 2007 | 1.08% | 0.00% |
| 2006 | 1.28% | 0.00% |
| 2005 | 1.05% | 0.00% |
| 2004 | 0.36% | 0.00% |
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