IMCG vs IBDU
Comparison between ISHARES MORNINGSTAR MID-CAP GROWTH ETF (IMCG, ETF) and ISHARES IBONDS DEC 2029 TERM CORPORATE ETF (IBDU, ETF).
5-Year PerformanceIMCG has outperformed IBDU, delivering a return of +7.8% compared to +1.0%
IMCG vs IBDU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IMCG
$4B
Winner
IBDU
$4.10B
Expense Ratio
Winner
IMCG
0.06%
IBDU
0.10%
Max Drawdown
IMCG
59.05%
Winner
IBDU
22.93%
Sharpe Ratio
Winner
IMCG
1.09
IBDU
-0.19
5Y Beta
IMCG
1.03
Winner
IBDU
0.05
P/E Ratio
IMCG
37.42
IBDU
N/A
Forward P/E
IMCG
26.52
IBDU
N/A
PEG Ratio
IMCG
0.20
IBDU
N/A
5Y Dividends CAGR
Winner
IMCG
40.88%
IBDU
9.63%
5Y EPS CAGR
IMCG
14.72%
IBDU
N/A
Debt to Equity
IMCG
86.39%
IBDU
N/A
P/S Ratio
IMCG
3.04
IBDU
N/A
P/B Ratio
IMCG
6.27
IBDU
N/A
IMCG vs IBDU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IMCG
+2.27%
IBDU
+0.34%
3M
Winner
IMCG
+10.63%
IBDU
+0.62%
6M
Winner
IMCG
+20.10%
IBDU
+0.60%
1Y
Winner
IMCG
+23.69%
IBDU
+3.43%
5Y(CAGR)
Winner
IMCG
+7.77%
IBDU
+1.02%
10Y(CAGR)
IMCG
+14.49%
IBDU
N/A
Max(CAGR)
Winner
IMCG
+11.57%
IBDU
+2.41%
IMCG vs IBDU - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | IMCG | IBDU |
|---|---|---|
| 2026 | +23.12% | +1.15% |
| 2025 | +6.65% | +7.50% |
| 2024 | +19.72% | +4.07% |
| 2023 | +21.48% | +8.17% |
| 2022 | -25.08% | -12.44% |
| 2021 | +17.12% | -1.87% |
| 2020 | +44.03% | +10.16% |
| 2019 | +36.82% | +2.23% |
| 2018 | -4.35% | N/A |
| 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 IBDU Drawdown Comparison
The maximum drawdown for IMCG was -58.96%, occurring on Nov 20, 2008. Recovery took 827 trading sessions.
The maximum drawdown for IBDU was -19.44%, occurring on Oct 20, 2022. Recovery took 993 trading sessions.
| Rank | IMCG | IBDU |
|---|---|---|
| #1 | -58.96% Oct 31, 2007 - Feb 11, 2011 | -19.44% Aug 4, 2021 - Jul 21, 2025 |
| #2 | -35.08% Nov 16, 2021 - Oct 14, 2024 | -18.22% Mar 5, 2020 - Jun 15, 2020 |
| #3 | -34.05% Feb 19, 2020 - Jun 1, 2020 | -5.23% Dec 31, 2020 - Aug 2, 2021 |
| #4 | -25.77% Jul 7, 2011 - Jan 4, 2013 | -1.79% Aug 6, 2020 - Nov 27, 2020 |
| #5 | -24.44% Apr 23, 2015 - Jan 25, 2017 | -1.65% Oct 4, 2019 - Dec 26, 2019 |
| #6 | -23.65% Sep 4, 2018 - Mar 21, 2019 | -1.58% Feb 27, 2026 - Aug 5, 2026 |
| #7 | -21.91% Dec 6, 2024 - Jul 3, 2025 | -0.81% Nov 30, 2020 - Dec 24, 2020 |
| #8 | -16.52% May 9, 2006 - Jan 31, 2007 | -0.78% Sep 24, 2019 - Oct 2, 2019 |
| #9 | -14.23% Feb 12, 2021 - Jul 9, 2021 | -0.67% Jun 16, 2020 - Jul 1, 2020 |
| #10 | -11.79% Jul 2, 2004 - Oct 1, 2004 | -0.55% Feb 3, 2020 - Feb 10, 2020 |
| #11 | -10.54% Jul 19, 2007 - Oct 1, 2007 | -0.52% Feb 25, 2020 - Feb 28, 2020 |
| #12 | -10.17% Feb 26, 2026 - Apr 13, 2026 | -0.51% Oct 21, 2025 - Nov 24, 2025 |
| #13 | -9.88% Sep 3, 2014 - Nov 3, 2014 | -0.47% Sep 15, 2025 - Oct 1, 2025 |
| #14 | -9.26% Jan 26, 2018 - Mar 9, 2018 | -0.37% Jul 23, 2020 - Jul 29, 2020 |
| #15 | -9.20% Sep 2, 2020 - Oct 8, 2020 | -0.35% Feb 10, 2020 - Feb 18, 2020 |
Correlation
Correlation between IMCG and IBDU is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
Dividend Comparison (2004 - 2026)
IMCG vs IBDU dividend yield comparison.
| Year | IMCG | IBDU |
|---|---|---|
| 2026 | 0.23% | 2.67% |
| 2025 | 0.78% | 4.67% |
| 2024 | 0.78% | 4.75% |
| 2023 | 0.85% | 4.21% |
| 2022 | 0.91% | 3.34% |
| 2021 | 0.41% | 2.29% |
| 2020 | 0.09% | 2.42% |
| 2019 | 0.30% | 0.74% |
| 2018 | 0.35% | 0.00% |
| 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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