IMCG vs GSY
Comparison between ISHARES MORNINGSTAR MID-CAP GROWTH ETF (IMCG, ETF) and INVESCO ULTRA SHORT DURATION ETF (GSY, ETF).
5-Year PerformanceIMCG has outperformed GSY, delivering a return of +7.9% compared to +3.6%
IMCG vs GSY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IMCG vs GSY - Historical Returns
Returns include dividend reinvestment.
IMCG vs GSY - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | IMCG | GSY |
|---|---|---|
| 2026 | +14.75% | +1.51% |
| 2025 | +6.65% | +4.98% |
| 2024 | +19.72% | +6.00% |
| 2023 | +21.48% | +6.03% |
| 2022 | -25.08% | +0.05% |
| 2021 | +17.12% | +0.03% |
| 2020 | +44.03% | +1.90% |
| 2019 | +36.82% | +3.34% |
| 2018 | -4.35% | +2.16% |
| 2017 | +24.87% | +1.88% |
| 2016 | +8.75% | +1.81% |
| 2015 | +0.29% | +1.00% |
| 2014 | +11.58% | +0.76% |
| 2013 | +30.83% | +1.37% |
| 2012 | +14.19% | +1.53% |
| 2011 | -3.74% | +0.09% |
| 2010 | +25.95% | -0.15% |
| 2009 | +36.47% | +0.06% |
| 2008 | -45.99% | +1.62% |
| 2007 | +20.06% | N/A |
| 2006 | +7.72% | N/A |
| 2005 | +18.32% | N/A |
| 2004 | +14.09% | N/A |
IMCG vs GSY Drawdown Comparison
The maximum drawdown for IMCG was -58.96%, occurring on Nov 20, 2008. Recovery took 827 trading sessions.
The maximum drawdown for GSY was -12.14%, occurring on Dec 4, 2008. Recovery took 2158 trading sessions.
The current IMCG drawdown is -3.83%. The current GSY drawdown is -0.06%.
| Rank | IMCG | GSY |
|---|---|---|
| #1 | -58.96% Oct 31, 2007 - Feb 11, 2011 | -12.14% Dec 3, 2008 - Jun 30, 2017 |
| #2 | -35.08% Nov 16, 2021 - Oct 14, 2024 | -5.25% Mar 5, 2020 - May 27, 2020 |
| #3 | -34.05% Feb 19, 2020 - Jun 1, 2020 | -3.29% Nov 20, 2008 - Dec 3, 2008 |
| #4 | -25.77% Jul 7, 2011 - Jan 4, 2013 | -1.48% Sep 15, 2021 - Jan 9, 2023 |
| #5 | -24.44% Apr 23, 2015 - Jan 25, 2017 | -0.90% Aug 25, 2008 - Sep 24, 2008 |
| #6 | -23.65% Sep 4, 2018 - Mar 21, 2019 | -0.80% Sep 24, 2008 - Oct 30, 2008 |
| #7 | -21.91% Dec 6, 2024 - Jul 3, 2025 | -0.56% Apr 24, 2008 - May 8, 2008 |
| #8 | -16.52% May 9, 2006 - Jan 31, 2007 | -0.30% May 8, 2008 - May 14, 2008 |
| #9 | -14.23% Feb 12, 2021 - Jul 9, 2021 | -0.26% Jul 25, 2008 - Aug 25, 2008 |
| #10 | -11.79% Jul 2, 2004 - Oct 1, 2004 | -0.20% Mar 25, 2008 - Apr 24, 2008 |
| #11 | -10.54% Jul 19, 2007 - Oct 1, 2007 | -0.18% Feb 12, 2008 - Feb 28, 2008 |
| #12 | -10.17% Feb 26, 2026 - Apr 13, 2026 | -0.18% May 23, 2008 - Jun 24, 2008 |
| #13 | -9.88% Sep 3, 2014 - Nov 3, 2014 | -0.18% Jun 24, 2008 - Jul 25, 2008 |
| #14 | -9.26% Jan 26, 2018 - Mar 9, 2018 | -0.18% Apr 3, 2025 - Apr 17, 2025 |
| #15 | -9.20% Sep 2, 2020 - Oct 8, 2020 | -0.16% Mar 24, 2023 - Apr 3, 2023 |
Correlation
Correlation between IMCG and GSY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
IMCG vs GSY dividend yield comparison.
| Year | IMCG | GSY |
|---|---|---|
| 2026 | 0.13% | 1.74% |
| 2025 | 0.78% | 4.56% |
| 2024 | 0.78% | 5.31% |
| 2023 | 0.85% | 4.95% |
| 2022 | 0.91% | 1.70% |
| 2021 | 0.41% | 0.58% |
| 2020 | 0.09% | 1.45% |
| 2019 | 0.30% | 2.71% |
| 2018 | 0.35% | 2.30% |
| 2017 | 0.45% | 1.80% |
| 2016 | 0.52% | 1.21% |
| 2015 | 0.38% | 1.17% |
| 2014 | 0.60% | 1.29% |
| 2013 | 0.37% | 1.15% |
| 2012 | 0.80% | 0.72% |
| 2011 | 0.25% | 0.32% |
| 2010 | 0.33% | 0.01% |
| 2009 | 0.28% | 0.24% |
| 2008 | 0.45% | 1.81% |
| 2007 | 0.24% | 0.00% |
| 2006 | 0.46% | 0.00% |
| 2005 | 0.12% | 0.00% |
| 2004 | 0.01% | 0.00% |
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