IMCG vs IWX
Comparison between ISHARES MORNINGSTAR MID-CAP GROWTH ETF (IMCG, ETF) and ISHARES RUSSELL TOP 200 VALUE ETF (IWX, ETF).
5-Year PerformanceIWX has outperformed IMCG, delivering a return of +12.9% compared to +7.8%
IMCG vs IWX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IMCG
$4B
IWX
$4B
Expense Ratio
Winner
IMCG
0.06%
IWX
0.20%
Max Drawdown
IMCG
59.05%
Winner
IWX
35.76%
Sharpe Ratio
IMCG
1.09
Winner
IWX
2.61
5Y Beta
IMCG
1.03
Winner
IWX
0.68
P/E Ratio
IMCG
37.42
Winner
IWX
22.23
Forward P/E
IMCG
26.52
Winner
IWX
19.76
PEG Ratio
Winner
IMCG
0.20
IWX
0.41
5Y Dividends CAGR
Winner
IMCG
40.88%
IWX
5.22%
5Y EPS CAGR
Winner
IMCG
14.72%
IWX
14.39%
Debt to Equity
IMCG
86.39%
Winner
IWX
-3.17%
P/S Ratio
IMCG
3.04
Winner
IWX
2.96
P/B Ratio
IMCG
6.27
Winner
IWX
3.95
IMCG vs IWX - Holdings Comparison
IMCG and IWX have 33 common holdings. Overlap is 7.72%
IMCG's top 25 holdings weight is 25.61%. IWX's top 25 holdings weight is 56.45%.
| Rank | IMCG | IWX |
|---|---|---|
| #1 | FORTINET INC (FTNT) - 1.39% | AMAZON.COM INC (AMZN) - 8.38% |
| #2 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.25% | APPLE INC (AAPL) - 7.61% |
| #3 | CUMMINS INC (CMI) - 1.24% | MICROSOFT CORP (MSFT) - 5.57% |
| #4 | n/a (DELL) - 1.24% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.63% |
| #5 | CLOUDFLARE INC (NET) - 1.20% | JPMORGAN CHASE & CO (JPM) - 3.48% |
| #6 | n/a (JCI) - 1.19% | JOHNSON & JOHNSON (JNJ) - 2.39% |
| #7 | FREEPORT-MCMORAN INC (FCX) - 1.19% | EXXON MOBIL CORP (XOM) - 2.21% |
| #8 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.18% | INTEL CORP (INTC) - 2.17% |
| #9 | DATADOG INC CLASS A (DDOG) - 1.13% | CISCO SYSTEMS INC (CSCO) - 1.80% |
| #10 | AON PLC CLASS A (AON) - 1.03% | WALMART INC (WMT) - 1.70% |
| #11 | MOODYS CORP (MCO) - 1.00% | ABBVIE INC (ABBV) - 1.60% |
| #12 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.97% | UNITEDHEALTH GROUP INC (UNH) - 1.50% |
| #13 | O'REILLY AUTOMOTIVE INC (ORLY) - 0.95% | BANK OF AMERICA CORP (BAC) - 1.40% |
| #14 | ROYAL CARIBBEAN GROUP (RCL) - 0.95% | PROCTER & GAMBLE CO (PG) - 1.34% |
| #15 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 0.95% | MERCK & CO INC (MRK) - 1.21% |
| #16 | MOTOROLA SOLUTIONS INC (MSI) - 0.93% | CHEVRON CORP (CVX) - 1.20% |
| #17 | ECOLAB INC (ECL) - 0.91% | THE GOLDMAN SACHS GROUP INC (GS) - 1.15% |
| #18 | MONSTER BEVERAGE CORP (MNST) - 0.90% | COCA-COLA CO (KO) - 1.09% |
| #19 | TRANSDIGM GROUP INC (TDG) - 0.88% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.08% |
| #20 | BLOOM ENERGY CORP CLASS A (BE) - 0.87% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.05% |
| #21 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.87% | WELLS FARGO & CO (WFC) - 1.03% |
| #22 | CINTAS CORP (CTAS) - 0.85% | RTX CORP (RTX) - 1.01% |
| #23 | CIENA CORP (CIEN) - 0.85% | LINDE PLC (LIN) - 0.96% |
| #24 | LUMENTUM HOLDINGS INC (LITE) - 0.85% | META PLATFORMS INC CLASS A (META) - 0.96% |
| #25 | CSX CORP (CSX) - 0.84% | MORGAN STANLEY (MS) - 0.93% |
| Total Holdings | 263 | 155 |
IMCG vs IWX - Historical Returns
Returns include dividend reinvestment.
1M
IMCG
+2.27%
Winner
IWX
+4.17%
3M
IMCG
+10.63%
Winner
IWX
+12.10%
6M
Winner
IMCG
+20.10%
IWX
+16.22%
1Y
IMCG
+23.69%
Winner
IWX
+36.34%
5Y(CAGR)
IMCG
+7.77%
Winner
IWX
+12.93%
10Y(CAGR)
Winner
IMCG
+14.49%
IWX
+12.18%
Max(CAGR)
IMCG
+11.57%
Winner
IWX
+11.84%
IMCG vs IWX - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | IMCG | IWX |
|---|---|---|
| 2026 | +23.12% | +22.62% |
| 2025 | +6.65% | +18.35% |
| 2024 | +19.72% | +14.15% |
| 2023 | +21.48% | +10.40% |
| 2022 | -25.08% | -5.80% |
| 2021 | +17.12% | +24.62% |
| 2020 | +44.03% | +0.74% |
| 2019 | +36.82% | +25.79% |
| 2018 | -4.35% | -6.69% |
| 2017 | +24.87% | +13.11% |
| 2016 | +8.75% | +17.63% |
| 2015 | +0.29% | -3.41% |
| 2014 | +11.58% | +14.05% |
| 2013 | +30.83% | +28.53% |
| 2012 | +14.19% | +14.33% |
| 2011 | -3.74% | +0.04% |
| 2010 | +25.95% | +10.63% |
| 2009 | +36.47% | +3.66% |
| 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 IWX Drawdown Comparison
The maximum drawdown for IMCG was -58.96%, occurring on Nov 20, 2008. Recovery took 827 trading sessions.
The maximum drawdown for IWX was -35.76%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
| Rank | IMCG | IWX |
|---|---|---|
| #1 | -58.96% Oct 31, 2007 - Feb 11, 2011 | -35.76% Feb 12, 2020 - Dec 31, 2020 |
| #2 | -35.08% Nov 16, 2021 - Oct 14, 2024 | -20.53% May 2, 2011 - Mar 1, 2012 |
| #3 | -34.05% Feb 19, 2020 - Jun 1, 2020 | -18.12% Jan 12, 2022 - Jul 24, 2023 |
| #4 | -25.77% Jul 7, 2011 - Jan 4, 2013 | -17.34% Jan 26, 2018 - Apr 29, 2019 |
| #5 | -24.44% Apr 23, 2015 - Jan 25, 2017 | -16.79% Apr 23, 2010 - Dec 21, 2010 |
| #6 | -23.65% Sep 4, 2018 - Mar 21, 2019 | -14.98% May 21, 2015 - Jul 8, 2016 |
| #7 | -21.91% Dec 6, 2024 - Jul 3, 2025 | -13.37% Feb 19, 2025 - Jun 30, 2025 |
| #8 | -16.52% May 9, 2006 - Jan 31, 2007 | -10.01% Jul 26, 2023 - Dec 13, 2023 |
| #9 | -14.23% Feb 12, 2021 - Jul 9, 2021 | -9.92% Apr 2, 2012 - Aug 6, 2012 |
| #10 | -11.79% Jul 2, 2004 - Oct 1, 2004 | -8.53% Jan 11, 2010 - Mar 18, 2010 |
| #11 | -10.54% Jul 19, 2007 - Oct 1, 2007 | -8.13% Sep 19, 2014 - Nov 6, 2014 |
| #12 | -10.17% Feb 26, 2026 - Apr 13, 2026 | -7.93% Oct 18, 2012 - Jan 2, 2013 |
| #13 | -9.88% Sep 3, 2014 - Nov 3, 2014 | -7.53% Nov 29, 2024 - Feb 19, 2025 |
| #14 | -9.26% Jan 26, 2018 - Mar 9, 2018 | -6.83% Jul 26, 2019 - Sep 13, 2019 |
| #15 | -9.20% Sep 2, 2020 - Oct 8, 2020 | -6.59% Apr 30, 2019 - Jun 20, 2019 |
Correlation
Correlation between IMCG and IWX is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2004 - 2026)
IMCG vs IWX dividend yield comparison.
| Year | IMCG | IWX |
|---|---|---|
| 2026 | 0.23% | 0.66% |
| 2025 | 0.78% | 1.59% |
| 2024 | 0.78% | 1.97% |
| 2023 | 0.85% | 2.13% |
| 2022 | 0.91% | 2.07% |
| 2021 | 0.41% | 1.79% |
| 2020 | 0.09% | 2.12% |
| 2019 | 0.30% | 2.60% |
| 2018 | 0.35% | 2.66% |
| 2017 | 0.45% | 2.12% |
| 2016 | 0.52% | 2.22% |
| 2015 | 0.38% | 2.77% |
| 2014 | 0.60% | 2.19% |
| 2013 | 0.37% | 1.89% |
| 2012 | 0.80% | 2.71% |
| 2011 | 0.25% | 2.58% |
| 2010 | 0.33% | 1.83% |
| 2009 | 0.28% | 0.56% |
| 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% |
Select Stocks to Compare
Popular: IMCG vs SPYIWX vs SPY
More Comparisons
Compare with similar stocks