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 +7.8% compared to +1.2%
IMCG vs IBDT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IMCG
$4B
Winner
IBDT
$4.10B
Expense Ratio
Winner
IMCG
0.06%
IBDT
0.10%
Max Drawdown
IMCG
59.05%
Winner
IBDT
21.32%
Sharpe Ratio
Winner
IMCG
1.09
IBDT
-0.17
5Y Beta
IMCG
1.03
Winner
IBDT
0.03
P/E Ratio
IMCG
37.42
IBDT
N/A
Forward P/E
IMCG
26.52
IBDT
N/A
PEG Ratio
IMCG
0.20
IBDT
N/A
5Y Dividends CAGR
Winner
IMCG
40.88%
IBDT
7.21%
5Y EPS CAGR
IMCG
14.72%
IBDT
N/A
Debt to Equity
IMCG
86.39%
IBDT
N/A
P/S Ratio
IMCG
3.04
IBDT
N/A
P/B Ratio
IMCG
6.27
IBDT
N/A
IMCG vs IBDT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IMCG
+2.27%
IBDT
+0.37%
3M
Winner
IMCG
+10.63%
IBDT
+0.79%
6M
Winner
IMCG
+20.10%
IBDT
+0.91%
1Y
Winner
IMCG
+23.69%
IBDT
+3.67%
5Y(CAGR)
Winner
IMCG
+7.77%
IBDT
+1.21%
10Y(CAGR)
IMCG
+14.49%
IBDT
N/A
Max(CAGR)
Winner
IMCG
+11.57%
IBDT
+3.87%
IMCG vs IBDT - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | IMCG | IBDT |
|---|---|---|
| 2026 | +23.12% | +1.38% |
| 2025 | +6.65% | +6.93% |
| 2024 | +19.72% | +4.34% |
| 2023 | +21.48% | +7.32% |
| 2022 | -25.08% | -11.23% |
| 2021 | +17.12% | -1.91% |
| 2020 | +44.03% | +9.66% |
| 2019 | +36.82% | +15.26% |
| 2018 | -4.35% | +1.18% |
| 2017 | +24.87% | N/A |
| 2016 | +8.75% | N/A |
| 2015 | +0.29% | N/A |
| 2014 | +11.58% | N/A |
| 2013 | +30.83% | N/A |
| 2012 | +14.19% | N/A |
| 2011 | -3.74% | N/A |
| 2010 | +25.95% | N/A |
| 2009 | +36.47% | N/A |
| 2008 | -45.99% | N/A |
| 2007 | +20.06% | N/A |
| 2006 | +7.72% | N/A |
| 2005 | +18.32% | N/A |
| 2004 | +14.09% | N/A |
IMCG vs IBDT Drawdown Comparison
The maximum drawdown for IMCG was -58.96%, occurring on Nov 20, 2008. Recovery took 827 trading sessions.
The maximum drawdown for IBDT was -17.79%, occurring on Mar 20, 2020. Recovery took 69 trading sessions.
| Rank | IMCG | IBDT |
|---|---|---|
| #1 | -58.96% Oct 31, 2007 - Feb 11, 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 | -25.77% Jul 7, 2011 - Jan 4, 2013 | -2.61% Sep 4, 2019 - Dec 3, 2019 |
| #5 | -24.44% Apr 23, 2015 - Jan 25, 2017 | -1.82% Oct 2, 2018 - Dec 28, 2018 |
| #6 | -23.65% 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 | -16.52% May 9, 2006 - Jan 31, 2007 | -1.03% Feb 23, 2026 - May 8, 2026 |
| #9 | -14.23% Feb 12, 2021 - Jul 9, 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 - Oct 1, 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 | -9.88% Sep 3, 2014 - Nov 3, 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% | 2.59% |
| 2025 | 0.78% | 4.56% |
| 2024 | 0.78% | 4.67% |
| 2023 | 0.85% | 4.10% |
| 2022 | 0.91% | 3.25% |
| 2021 | 0.41% | 2.45% |
| 2020 | 0.09% | 2.80% |
| 2019 | 0.30% | 3.32% |
| 2018 | 0.35% | 1.47% |
| 2017 | 0.45% | 0.00% |
| 2016 | 0.52% | 0.00% |
| 2015 | 0.38% | 0.00% |
| 2014 | 0.60% | 0.00% |
| 2013 | 0.37% | 0.00% |
| 2012 | 0.80% | 0.00% |
| 2011 | 0.25% | 0.00% |
| 2010 | 0.33% | 0.00% |
| 2009 | 0.28% | 0.00% |
| 2008 | 0.45% | 0.00% |
| 2007 | 0.24% | 0.00% |
| 2006 | 0.46% | 0.00% |
| 2005 | 0.12% | 0.00% |
| 2004 | 0.01% | 0.00% |
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