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IMCB vs IBTI

Comparison between ISHARES MORNINGSTAR MID-CAP ETF (IMCB, ETF) and ISHARES IBONDS DEC 2028 TERM TREASURY ETF (IBTI, ETF).

5-Year PerformanceIMCB has outperformed IBTI, delivering a return of +9.1% compared to +0.2%

IMCB vs IBTI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IMCB
$1.60B
Winner
IBTI
$1.70B
Expense Ratio
Winner
IMCB
0.04%
IBTI
0.07%
Max Drawdown
IMCB
59.59%
Winner
IBTI
20.83%
Sharpe Ratio
Winner
IMCB
1.43
IBTI
-0.36
5Y Beta
IMCB
0.86
Winner
IBTI
-0.02
P/E Ratio
IMCB
25.86
IBTI
N/A
Forward P/E
IMCB
17.48
IBTI
N/A
PEG Ratio
IMCB
0.16
IBTI
N/A
5Y Dividends CAGR
IMCB
13.10%
Winner
IBTI
36.89%
5Y EPS CAGR
IMCB
13.64%
IBTI
N/A
Debt to Equity
IMCB
64.01%
IBTI
N/A
P/S Ratio
IMCB
1.88
IBTI
N/A
P/B Ratio
IMCB
3.43
IBTI
N/A

IMCB vs IBTI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IMCB
+3.48%
IBTI
+0.18%
3M
Winner
IMCB
+14.43%
IBTI
+0.32%
6M
Winner
IMCB
+14.26%
IBTI
+0.56%
1Y
Winner
IMCB
+23.55%
IBTI
+2.98%
5Y(CAGR)
Winner
IMCB
+9.06%
IBTI
+0.19%
10Y(CAGR)
IMCB
+13.69%
IBTI
N/A
Max(CAGR)
Winner
IMCB
+13.87%
IBTI
+0.21%

IMCB vs IBTI - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearIMCBIBTI
2026+14.45%+0.27%
2025+10.31%+6.24%
2024+15.66%+2.84%
2023+16.65%+4.22%
2022-15.81%-10.75%
2021+25.60%-3.53%
2020+18.08%+3.65%
2019+37.64%N/A
2018-7.56%N/A
2017+23.78%N/A
2016+19.86%N/A
2015+2.93%N/A
2014+21.96%N/A
2013+34.62%N/A
2012+20.38%N/A
2011+4.88%N/A
2010+30.65%N/A
2009+41.10%N/A
2008-34.99%N/A
2007+5.11%N/A
2006+17.24%N/A
2005+15.34%N/A
2004+14.81%N/A

IMCB vs IBTI Drawdown Comparison

The maximum drawdown for IMCB was -57.17%, occurring on Nov 20, 2008. Recovery took 833 trading sessions.

The maximum drawdown for IBTI was -18.46%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current IMCB drawdown is -0.84%. The current IBTI drawdown is -3.91%.

RankIMCBIBTI
#1-57.17%
Jul 13, 2007 - Nov 2, 2010		-18.46%
Aug 4, 2020 - Oct 20, 2022
#2-40.99%
Feb 20, 2020 - Oct 8, 2020		-4.63%
Mar 9, 2020 - Apr 1, 2020
#3-25.14%
Nov 16, 2021 - Mar 1, 2024		-1.69%
Apr 21, 2020 - Jul 17, 2020
#4-23.16%
Jul 7, 2011 - Jan 25, 2012		-0.94%
Apr 3, 2020 - Apr 15, 2020
#5-19.79%
Nov 25, 2024 - Jul 22, 2025		-0.21%
Apr 16, 2020 - Apr 20, 2020
#6-18.02%
Sep 28, 2018 - Feb 15, 2019		-0.19%
Jul 23, 2020 - Jul 28, 2020
#7-15.89%
May 22, 2015 - Apr 18, 2016		-0.12%
Jul 31, 2020 - Aug 4, 2020
#8-10.93%
May 9, 2006 - Oct 12, 2006		-0.04%
Mar 3, 2020 - Mar 5, 2020
#9-10.61%
Apr 2, 2012 - Sep 6, 2012		-0.04%
Apr 1, 2020 - Apr 3, 2020
#10-9.31%
Sep 5, 2014 - Oct 31, 2014		N/A
#11-8.84%
Jan 26, 2018 - Aug 3, 2018		N/A
#12-8.05%
Feb 26, 2026 - Apr 17, 2026		N/A
#13-8.02%
Mar 7, 2005 - Jun 16, 2005		N/A
#14-7.99%
Oct 3, 2005 - Nov 22, 2005		N/A
#15-7.86%
May 21, 2013 - Jul 12, 2013		N/A

Correlation

Correlation between IMCB and IBTI is 0.01 which considered as a very weak or no correlation - the stocks move independently of each other.

0.01
-101

Dividend Comparison (2004 - 2026)

IMCB vs IBTI dividend yield comparison.

YearIMCBIBTI
20260.55%1.54%
20251.42%3.87%
20241.43%3.92%
20231.55%3.26%
20221.70%1.70%
20211.62%0.90%
20204.47%0.56%
20195.30%0.00%
20187.22%0.00%
20175.25%0.00%
20167.16%0.00%
20155.90%0.00%
20145.60%0.00%
20134.77%0.00%
20125.37%0.00%
20115.34%0.00%
20105.45%0.00%
20095.27%0.00%
20087.22%0.00%
20074.34%0.00%
20065.10%0.00%
20054.20%0.00%
20041.45%0.00%

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