IMCB vs SPGM
Comparison between ISHARES MORNINGSTAR MID-CAP ETF (IMCB, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF (SPGM, ETF).
5-Year PerformanceSPGM has outperformed IMCB, delivering a return of +11.3% compared to +9.1%
IMCB vs SPGM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IMCB
$1.60B
Winner
SPGM
$1.70B
Expense Ratio
Winner
IMCB
0.04%
SPGM
0.09%
Max Drawdown
IMCB
59.59%
Winner
SPGM
33.97%
Sharpe Ratio
IMCB
1.43
Winner
SPGM
1.68
5Y Beta
Winner
IMCB
0.86
SPGM
0.91
P/E Ratio
Winner
IMCB
25.86
SPGM
27.34
Forward P/E
Winner
IMCB
17.48
SPGM
20.03
PEG Ratio
IMCB
0.16
SPGM
N/A
5Y Dividends CAGR
IMCB
13.10%
Winner
SPGM
13.19%
5Y EPS CAGR
IMCB
13.64%
Winner
SPGM
23.07%
Debt to Equity
IMCB
64.01%
SPGM
N/A
P/S Ratio
IMCB
1.88
Winner
SPGM
0.31
P/B Ratio
Winner
IMCB
3.43
SPGM
4.77
IMCB vs SPGM - Holdings Comparison
IMCB and SPGM have 198 common holdings. Overlap is 11.89%
IMCB's top 25 holdings weight is 20.31%. SPGM's top 25 holdings weight is 29.28%.
| Rank | IMCB | SPGM |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.83% | NVIDIA CORP (NVDA) - 4.15% |
| #2 | MARVELL TECHNOLOGY INC (MRVL) - 1.69% | APPLE INC (AAPL) - 3.64% |
| #3 | WESTERN DIGITAL CORP (WDC) - 1.61% | MICROSOFT CORP (MSFT) - 2.61% |
| #4 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.59% | AMAZON.COM INC (AMZN) - 1.85% |
| #5 | CORNING INC (GLW) - 0.88% | ALPHABET INC CLASS A (GOOGL) - 1.53% |
| #6 | n/a (DELL) - 0.85% | ALPHABET INC CLASS C (GOOG) - 1.52% |
| #7 | VERTIV HOLDINGS CO CLASS A (VRT) - 0.80% | BROADCOM INC (AVGO) - 1.40% |
| #8 | NEWMONT CORP (NEM) - 0.77% | n/a (TSM) - 1.38% |
| #9 | HOWMET AEROSPACE INC (HWM) - 0.74% | META PLATFORMS INC CLASS A (META) - 1.29% |
| #10 | QUANTA SERVICES INC (PWR) - 0.70% | TESLA INC (TSLA) - 1.06% |
| #11 | BANK OF NEW YORK MELLON CORP (BNY) - 0.67% | JPMORGAN CHASE & CO (JPM) - 0.90% |
| #12 | FREEPORT-MCMORAN INC (FCX) - 0.66% | EXXON MOBIL CORP (XOM) - 0.80% |
| #13 | CUMMINS INC (CMI) - 0.66% | ELI LILLY AND CO (LLY) - 0.70% |
| #14 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.63% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 0.66% |
| #15 | FORTINET INC (FTNT) - 0.61% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.63% |
| #16 | U.S. BANCORP (USB) - 0.60% | VISA INC CLASS A (V) - 0.58% |
| #17 | n/a (JCI) - 0.59% | ASML HOLDING NV (n/a) - 0.56% |
| #18 | ELEVANCE HEALTH INC (ELV) - 0.58% | CHEVRON CORP (CVX) - 0.53% |
| #19 | MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 0.58% | COSTCO WHOLESALE CORP (COST) - 0.52% |
| #20 | WILLIAMS COMPANIES INC (WMB) - 0.58% | WALMART INC (WMT) - 0.51% |
| #21 | CSX CORP (CSX) - 0.57% | JOHNSON & JOHNSON (JNJ) - 0.51% |
| #22 | EMERSON ELECTRIC CO (EMR) - 0.56% | CHUBB LTD (CB) - 0.50% |
| #23 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 0.53% | TENCENT HOLDINGS LTD (n/a) - 0.50% |
| #24 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 0.52% | NESTLE SA (n/a) - 0.50% |
| #25 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.51% | CATERPILLAR INC (CAT) - 0.45% |
| Total Holdings | 406 | 2333 |
IMCB vs SPGM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IMCB
+3.48%
SPGM
-0.09%
3M
Winner
IMCB
+14.43%
SPGM
+12.19%
6M
Winner
IMCB
+14.26%
SPGM
+9.88%
1Y
IMCB
+23.55%
Winner
SPGM
+28.35%
5Y(CAGR)
IMCB
+9.06%
Winner
SPGM
+11.26%
10Y(CAGR)
Winner
IMCB
+13.69%
SPGM
+13.27%
Max(CAGR)
Winner
IMCB
+13.87%
SPGM
+12.56%
IMCB vs SPGM - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | IMCB | SPGM |
|---|---|---|
| 2026 | +14.45% | +9.92% |
| 2025 | +10.31% | +23.70% |
| 2024 | +15.66% | +17.65% |
| 2023 | +16.65% | +21.33% |
| 2022 | -15.81% | -17.95% |
| 2021 | +25.60% | +20.77% |
| 2020 | +18.08% | +14.24% |
| 2019 | +37.64% | +27.70% |
| 2018 | -7.56% | -8.85% |
| 2017 | +23.78% | +25.00% |
| 2016 | +19.86% | +12.47% |
| 2015 | +2.93% | +1.18% |
| 2014 | +21.96% | +13.98% |
| 2013 | +34.62% | +22.99% |
| 2012 | +20.38% | +3.69% |
| 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 SPGM Drawdown Comparison
The maximum drawdown for IMCB was -57.17%, occurring on Nov 20, 2008. Recovery took 833 trading sessions.
The maximum drawdown for SPGM was -33.97%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current IMCB drawdown is -0.84%. The current SPGM drawdown is -2.70%.
| Rank | IMCB | SPGM |
|---|---|---|
| #1 | -57.17% Jul 13, 2007 - Nov 2, 2010 | -33.97% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -40.99% Feb 20, 2020 - Oct 8, 2020 | -25.92% Jan 4, 2022 - Jan 25, 2024 |
| #3 | -25.14% Nov 16, 2021 - Mar 1, 2024 | -20.73% Jun 19, 2015 - Jul 26, 2016 |
| #4 | -23.16% Jul 7, 2011 - Jan 25, 2012 | -17.94% Jan 26, 2018 - Apr 29, 2019 |
| #5 | -19.79% Nov 25, 2024 - Jul 22, 2025 | -16.90% Feb 18, 2025 - Jun 2, 2025 |
| #6 | -18.02% Sep 28, 2018 - Feb 15, 2019 | -13.83% Jul 10, 2014 - Dec 3, 2014 |
| #7 | -15.89% May 22, 2015 - Apr 18, 2016 | -11.87% Mar 19, 2012 - Sep 13, 2012 |
| #8 | -10.93% May 9, 2006 - Oct 12, 2006 | -9.50% Feb 25, 2026 - Apr 15, 2026 |
| #9 | -10.61% Apr 2, 2012 - Sep 6, 2012 | -8.55% Jul 16, 2024 - Aug 30, 2024 |
| #10 | -9.31% Sep 5, 2014 - Oct 31, 2014 | -8.44% Dec 16, 2013 - May 13, 2014 |
| #11 | -8.84% Jan 26, 2018 - Aug 3, 2018 | -7.49% Sep 2, 2020 - Nov 9, 2020 |
| #12 | -8.05% Feb 26, 2026 - Apr 17, 2026 | -7.13% May 21, 2013 - Jul 17, 2013 |
| #13 | -8.02% Mar 7, 2005 - Jun 16, 2005 | -6.95% Jul 24, 2019 - Oct 24, 2019 |
| #14 | -7.99% Oct 3, 2005 - Nov 22, 2005 | -6.72% Jul 26, 2016 - Dec 8, 2016 |
| #15 | -7.86% May 21, 2013 - Jul 12, 2013 | -6.25% Apr 29, 2019 - Jun 19, 2019 |
Correlation
Correlation between IMCB and SPGM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2004 - 2026)
IMCB vs SPGM dividend yield comparison.
| Year | IMCB | SPGM |
|---|---|---|
| 2026 | 0.55% | 0.79% |
| 2025 | 1.42% | 1.89% |
| 2024 | 1.43% | 1.98% |
| 2023 | 1.55% | 2.09% |
| 2022 | 1.70% | 2.37% |
| 2021 | 1.62% | 1.94% |
| 2020 | 4.47% | 1.45% |
| 2019 | 5.30% | 3.49% |
| 2018 | 7.22% | 3.77% |
| 2017 | 5.25% | 4.57% |
| 2016 | 7.16% | 3.74% |
| 2015 | 5.90% | 7.40% |
| 2014 | 5.60% | 4.37% |
| 2013 | 4.77% | 3.49% |
| 2012 | 5.37% | 4.52% |
| 2011 | 5.34% | 0.00% |
| 2010 | 5.45% | 0.00% |
| 2009 | 5.27% | 0.00% |
| 2008 | 7.22% | 0.00% |
| 2007 | 4.34% | 0.00% |
| 2006 | 5.10% | 0.00% |
| 2005 | 4.20% | 0.00% |
| 2004 | 1.45% | 0.00% |
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