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IMCG vs EWU

Comparison between ISHARES MORNINGSTAR MID-CAP GROWTH ETF (IMCG, ETF) and ISHARES MSCI UNITED KINGDOM ETF (EWU, ETF).

5-Year PerformanceEWU has outperformed IMCG, delivering a return of +10.6% compared to +7.9%

IMCG vs EWU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IMCG
$3.50B
EWU
$3.50B
Expense Ratio
Winner
IMCG
0.06%
EWU
0.50%
Max Drawdown
Winner
IMCG
59.05%
EWU
66.94%
Sharpe Ratio
IMCG
0.95
Winner
EWU
1.09
5Y Beta
IMCG
1.02
Winner
EWU
0.58
P/E Ratio
IMCG
38.69
EWU
N/A
Forward P/E
IMCG
26.56
EWU
N/A
PEG Ratio
IMCG
0.17
EWU
N/A
5Y Dividends CAGR
Winner
IMCG
66.35%
EWU
12.29%
5Y EPS CAGR
IMCG
16.65%
EWU
N/A
Debt to Equity
IMCG
59.65%
EWU
N/A
P/S Ratio
IMCG
3.37
EWU
N/A
P/B Ratio
IMCG
6.60
EWU
N/A

IMCG vs EWU - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IMCG
+3.26%
EWU
-0.15%
3M
Winner
IMCG
+12.13%
EWU
+0.30%
6M
Winner
IMCG
+14.23%
EWU
+9.39%
1Y
IMCG
+19.29%
Winner
EWU
+19.96%
5Y(CAGR)
IMCG
+7.88%
Winner
EWU
+10.64%
10Y(CAGR)
Winner
IMCG
+14.03%
EWU
+7.76%
Max(CAGR)
Winner
IMCG
+11.31%
EWU
+4.17%

IMCG vs EWU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIMCGEWU
2026+14.75%+4.32%
2025+6.65%+35.28%
2024+19.72%+7.79%
2023+21.48%+12.02%
2022-25.08%-5.49%
2021+17.12%+16.67%
2020+44.03%-11.93%
2019+36.82%+21.33%
2018-4.35%-15.06%
2017+24.87%+21.11%
2016+8.75%+0.39%
2015+0.29%-6.15%
2014+11.58%-6.45%
2013+30.83%+17.73%
2012+14.19%+12.01%
2011-3.74%-3.68%
2010+25.95%+8.10%
2009+36.47%+35.62%
2008-45.99%-46.01%
2007+20.06%+5.79%
2006+7.72%+26.45%
2005+18.32%+6.53%
2004+14.09%+18.42%
2003N/A+30.76%
2002N/A-15.16%
2001N/A-14.85%
2000N/A-15.37%
1999N/A+5.56%

IMCG vs EWU Drawdown Comparison

The maximum drawdown for IMCG was -58.96%, occurring on Nov 20, 2008. Recovery took 827 trading sessions.

The maximum drawdown for EWU was -64.00%, occurring on Mar 9, 2009. Recovery took 1634 trading sessions.

The current IMCG drawdown is -3.83%. The current EWU drawdown is -4.72%.

RankIMCGEWU
#1-58.96%
Oct 31, 2007 - Feb 11, 2011
-64.00%
Oct 31, 2007 - Apr 30, 2014
#2-35.08%
Nov 16, 2021 - Oct 14, 2024
-46.84%
Jan 3, 2000 - Mar 4, 2005
#3-34.05%
Feb 19, 2020 - Jun 1, 2020
-43.33%
Jan 26, 2018 - May 7, 2021
#4-25.77%
Jul 7, 2011 - Jan 4, 2013
-29.36%
Jul 3, 2014 - Jan 17, 2018
#5-24.44%
Apr 23, 2015 - Jan 25, 2017
-24.88%
Feb 9, 2022 - Apr 13, 2023
#6-23.65%
Sep 4, 2018 - Mar 21, 2019
-13.36%
Jul 12, 2007 - Oct 11, 2007
#7-21.91%
Dec 6, 2024 - Jul 3, 2025
-12.67%
May 9, 2006 - Sep 1, 2006
#8-16.52%
May 9, 2006 - Jan 31, 2007
-12.63%
Mar 19, 2025 - Apr 28, 2025
#9-14.23%
Feb 12, 2021 - Jul 9, 2021
-10.04%
Jul 26, 2023 - Dec 22, 2023
#10-11.79%
Jul 2, 2004 - Oct 1, 2004
-9.92%
Feb 27, 2026 - Mar 20, 2026
#11-10.54%
Jul 19, 2007 - Oct 1, 2007
-9.56%
Sep 27, 2024 - Feb 28, 2025
#12-10.17%
Feb 26, 2026 - Apr 13, 2026
-8.43%
Sep 6, 2005 - Jan 3, 2006
#13-9.88%
Sep 3, 2014 - Nov 3, 2014
-8.09%
Feb 26, 2007 - Mar 21, 2007
#14-9.26%
Jan 26, 2018 - Mar 9, 2018
-7.06%
Jun 15, 2021 - Oct 20, 2021
#15-9.20%
Sep 2, 2020 - Oct 8, 2020
-6.41%
Mar 4, 2005 - Aug 11, 2005

Correlation

Correlation between IMCG and EWU is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (1999 - 2026)

IMCG vs EWU dividend yield comparison.

YearIMCGEWU
20260.13%0.00%
20250.78%3.73%
20240.78%4.16%
20230.85%4.14%
20220.91%3.43%
20210.41%4.35%
20200.09%2.48%
20190.30%4.13%
20180.35%4.98%
20170.45%3.91%
20160.52%3.97%
20150.38%4.11%
20140.60%7.59%
20130.37%2.39%
20120.80%3.57%
20110.25%3.30%
20100.33%2.43%
20090.28%2.59%
20080.45%6.61%
20070.24%3.50%
20060.46%3.47%
20050.12%3.11%
20040.01%1.91%
20030.00%3.05%
20020.00%2.33%
20010.00%3.25%
20000.00%5.35%
19990.00%1.85%

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