IMCG vs IBDT

Comparison between ISHARES MORNINGSTAR MID-CAP GROWTH ETF (IMCG, ETF) and ISHARES IBONDS DEC 2028 TERM CORPORATE ETF (IBDT, ETF).

5-Year PerformanceIMCG has outperformed IBDT, delivering a return of +8.7% compared to +1.2%

IMCG vs IBDT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IMCG(ETF)	IBDT(ETF)
Net Assets	$3.80B	$3.90B
Expense Ratio	0.06%	0.10%
Max Drawdown	59.05%	21.32%
Sharpe Ratio	1.26	0.38
5Y Beta	1.03	0.03
P/E Ratio	39.64	N/A
Forward P/E	26.08	N/A
PEG Ratio	0.07	N/A
5Y Dividends CAGR	40.88%	8.35%
5Y EPS CAGR	15.37%	N/A
Debt to Equity	57.67%	N/A

Net Assets

IMCG

$3.80B

Winner

IBDT

$3.90B

Expense Ratio

Winner

IMCG

0.06%

IBDT

0.10%

Max Drawdown

IMCG

59.05%

Winner

IBDT

21.32%

Sharpe Ratio

Winner

IMCG

1.26

IBDT

0.38

5Y Beta

IMCG

1.03

Winner

IBDT

0.03

P/E Ratio

IMCG

39.64

IBDT

N/A

Forward P/E

IMCG

26.08

IBDT

N/A

PEG Ratio

IMCG

0.07

IBDT

N/A

5Y Dividends CAGR

Winner

IMCG

40.88%

IBDT

8.35%

5Y EPS CAGR

IMCG

15.37%

IBDT

N/A

Debt to Equity

IMCG

57.67%

IBDT

N/A

IMCG vs IBDT - Historical Returns

Returns include dividend reinvestment.

Period	IMCG	IBDT
1 month	+9.62%	+0.29%
3 months	+21.42%	+0.83%
6 months	+21.73%	+0.97%
1 year	+26.04%	+4.40%
5 years(CAGR)	+8.68%	+1.22%
10 years(CAGR)	+15.85%	N/A
Max(CAGR)	+13.09%	+3.86%

Winner

IMCG

+9.62%

IBDT

+0.29%

Winner

IMCG

+21.42%

IBDT

+0.83%

Winner

IMCG

+21.73%

IBDT

+0.97%

Winner

IMCG

+26.04%

IBDT

+4.40%

5Y(CAGR)

Winner

IMCG

+8.68%

IBDT

+1.22%

10Y(CAGR)

IMCG

+15.85%

IBDT

N/A

Max(CAGR)

Winner

IMCG

+13.09%

IBDT

+3.86%

IMCG vs IBDT - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	IMCG	IBDT
2026	+20.49%	+0.76%
2025	+6.65%	+6.93%
2024	+19.72%	+4.34%
2023	+21.48%	+7.32%
2022	-25.08%	-11.23%
2021	+17.20%	-1.91%
2020	+44.98%	+9.66%
2019	+38.95%	+15.26%
2018	-2.80%	+1.18%
2017	+27.94%	N/A
2016	+11.66%	N/A
2015	+2.17%	N/A
2014	+15.05%	N/A
2013	+33.43%	N/A
2012	+18.79%	N/A
2011	-2.60%	N/A
2010	+28.16%	N/A
2009	+38.60%	N/A
2008	-45.00%	N/A
2007	+21.51%	N/A
2006	+10.21%	N/A
2005	+19.06%	N/A
2004	+14.15%	N/A

IMCG vs IBDT Drawdown Comparison

The maximum drawdown for IMCG was -58.52%, occurring on Nov 20, 2008. Recovery took 799 trading sessions.

The maximum drawdown for IBDT was -17.79%, occurring on Mar 20, 2020. Recovery took 69 trading sessions.

The current IBDT drawdown is -0.18%.

Rank	IMCG	IBDT
#1	-58.52% Oct 31, 2007 - Jan 3, 2011	-17.79% Mar 6, 2020 - Jun 15, 2020
#2	-35.08% Nov 16, 2021 - Oct 14, 2024	-17.69% Aug 2, 2021 - May 29, 2025
#3	-34.05% Feb 19, 2020 - Jun 1, 2020	-4.41% Dec 30, 2020 - Aug 2, 2021
#4	-25.71% Jul 7, 2011 - Sep 14, 2012	-2.61% Sep 4, 2019 - Dec 3, 2019
#5	-23.19% Apr 23, 2015 - Nov 25, 2016	-1.82% Oct 2, 2018 - Dec 28, 2018
#6	-23.03% Sep 4, 2018 - Mar 21, 2019	-1.66% Aug 4, 2020 - Nov 19, 2020
#7	-21.91% Dec 6, 2024 - Jul 3, 2025	-1.36% Jul 3, 2019 - Aug 1, 2019
#8	-16.36% May 9, 2006 - Jan 11, 2007	-1.03% Feb 23, 2026 - May 8, 2026
#9	-14.23% Feb 12, 2021 - Jul 6, 2021	-1.01% Jan 31, 2019 - Feb 26, 2019
#10	-11.79% Jul 2, 2004 - Oct 1, 2004	-0.86% Jun 17, 2020 - Jul 1, 2020
#11	-10.54% Jul 19, 2007 - Sep 27, 2007	-0.78% Mar 27, 2019 - Apr 10, 2019
#12	-10.17% Feb 26, 2026 - Apr 13, 2026	-0.69% Apr 10, 2019 - Apr 26, 2019
#13	-9.43% Sep 3, 2014 - Oct 31, 2014	-0.67% Nov 30, 2020 - Dec 18, 2020
#14	-9.26% Jan 26, 2018 - Mar 9, 2018	-0.61% Dec 3, 2019 - Dec 27, 2019
#15	-9.20% Sep 2, 2020 - Oct 8, 2020	-0.53% Feb 26, 2019 - Mar 8, 2019

Correlation

Correlation between IMCG and IBDT is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2004 - 2026)

IMCG vs IBDT dividend yield comparison.

Year	IMCG	IBDT
2026	0.23%	1.85%
2025	0.78%	4.56%
2024	0.78%	4.67%
2023	0.85%	4.10%
2022	0.91%	3.25%
2021	0.47%	2.45%
2020	0.55%	2.80%
2019	1.77%	3.32%
2018	2.12%	1.47%
2017	2.70%	0.00%
2016	3.13%	0.00%
2015	2.29%	0.00%
2014	3.58%	0.00%
2013	2.19%	0.00%
2012	4.78%	0.00%
2011	1.53%	0.00%
2010	1.97%	0.00%
2009	1.65%	0.00%
2008	2.68%	0.00%
2007	1.43%	0.00%
2006	2.75%	0.00%
2005	0.70%	0.00%
2004	0.06%	0.00%