IMCG vs AOR
Comparison between ISHARES MORNINGSTAR MID-CAP GROWTH ETF (IMCG, ETF) and ISHARES CORE GROWTH ALLOCATION ETF (AOR, ETF).
5-Year PerformanceIMCG has outperformed AOR, delivering a return of +7.5% compared to +6.9%
IMCG vs AOR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IMCG vs AOR - Historical Returns
Returns include dividend reinvestment.
IMCG vs AOR - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | IMCG | AOR |
|---|---|---|
| 2026 | +11.75% | +5.94% |
| 2025 | +6.65% | +16.68% |
| 2024 | +19.72% | +11.47% |
| 2023 | +21.48% | +14.90% |
| 2022 | -25.08% | -15.79% |
| 2021 | +17.12% | +11.46% |
| 2020 | +44.03% | +10.74% |
| 2019 | +36.82% | +18.94% |
| 2018 | -4.35% | -6.24% |
| 2017 | +24.87% | +15.49% |
| 2016 | +8.75% | +7.82% |
| 2015 | +0.29% | -1.02% |
| 2014 | +11.58% | +7.24% |
| 2013 | +30.83% | +14.07% |
| 2012 | +14.19% | +10.41% |
| 2011 | -3.74% | +0.52% |
| 2010 | +25.95% | +9.79% |
| 2009 | +36.47% | +17.43% |
| 2008 | -45.99% | +4.43% |
| 2007 | +20.06% | N/A |
| 2006 | +7.72% | N/A |
| 2005 | +18.32% | N/A |
| 2004 | +14.09% | N/A |
IMCG vs AOR Drawdown Comparison
The maximum drawdown for IMCG was -58.96%, occurring on Nov 20, 2008. Recovery took 827 trading sessions.
The maximum drawdown for AOR was -24.44%, occurring on Mar 9, 2009. Recovery took 177 trading sessions.
The current IMCG drawdown is -0.92%.
| Rank | IMCG | AOR |
|---|---|---|
| #1 | -58.96% Oct 31, 2007 - Feb 11, 2011 | -24.44% Nov 28, 2008 - Aug 13, 2009 |
| #2 | -35.08% Nov 16, 2021 - Oct 14, 2024 | -22.95% Feb 12, 2020 - Aug 5, 2020 |
| #3 | -34.05% Feb 19, 2020 - Jun 1, 2020 | -21.73% Nov 8, 2021 - Mar 1, 2024 |
| #4 | -25.77% Jul 7, 2011 - Jan 4, 2013 | -13.45% Nov 13, 2008 - Nov 28, 2008 |
| #5 | -24.44% Apr 23, 2015 - Jan 25, 2017 | -12.62% Apr 29, 2011 - Feb 3, 2012 |
| #6 | -23.65% Sep 4, 2018 - Mar 21, 2019 | -12.28% Jan 26, 2018 - Apr 30, 2019 |
| #7 | -21.91% Dec 6, 2024 - Jul 3, 2025 | -11.29% May 21, 2015 - Jul 27, 2016 |
| #8 | -16.52% May 9, 2006 - Jan 31, 2007 | -9.77% Feb 18, 2025 - May 15, 2025 |
| #9 | -14.23% Feb 12, 2021 - Jul 9, 2021 | -8.82% Apr 23, 2010 - Oct 5, 2010 |
| #10 | -11.79% Jul 2, 2004 - Oct 1, 2004 | -6.64% Feb 25, 2026 - Apr 17, 2026 |
| #11 | -10.54% Jul 19, 2007 - Oct 1, 2007 | -6.24% Apr 2, 2012 - Aug 16, 2012 |
| #12 | -10.17% Feb 26, 2026 - Apr 13, 2026 | -6.06% Jan 14, 2010 - Mar 16, 2010 |
| #13 | -9.88% Sep 3, 2014 - Nov 3, 2014 | -5.97% May 21, 2013 - Aug 2, 2013 |
| #14 | -9.26% Jan 26, 2018 - Mar 9, 2018 | -5.32% Sep 5, 2014 - Nov 21, 2014 |
| #15 | -9.20% Sep 2, 2020 - Oct 8, 2020 | -5.11% Sep 2, 2020 - Nov 9, 2020 |
Correlation
Correlation between IMCG and AOR is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
IMCG vs AOR dividend yield comparison.
| Year | IMCG | AOR |
|---|---|---|
| 2026 | 0.13% | 0.45% |
| 2025 | 0.78% | 2.54% |
| 2024 | 0.78% | 2.66% |
| 2023 | 0.85% | 2.50% |
| 2022 | 0.91% | 2.12% |
| 2021 | 0.41% | 1.64% |
| 2020 | 0.09% | 1.89% |
| 2019 | 0.30% | 2.56% |
| 2018 | 0.35% | 2.49% |
| 2017 | 0.45% | 4.51% |
| 2016 | 0.52% | 2.16% |
| 2015 | 0.38% | 2.12% |
| 2014 | 0.60% | 2.11% |
| 2013 | 0.37% | 1.92% |
| 2012 | 0.80% | 2.08% |
| 2011 | 0.25% | 2.42% |
| 2010 | 0.33% | 1.84% |
| 2009 | 0.28% | 2.07% |
| 2008 | 0.45% | 0.68% |
| 2007 | 0.24% | 0.00% |
| 2006 | 0.46% | 0.00% |
| 2005 | 0.12% | 0.00% |
| 2004 | 0.01% | 0.00% |
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