IMCG vs IXJ
Comparison between ISHARES MORNINGSTAR MID-CAP GROWTH ETF (IMCG, ETF) and ISHARES GLOBAL HEALTHCARE ETF (IXJ, ETF).
5-Year PerformanceIMCG has outperformed IXJ, delivering a return of +7.9% compared to +4.8%
IMCG vs IXJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IMCG
$3.50B
Winner
IXJ
$3.60B
Expense Ratio
Winner
IMCG
0.06%
IXJ
0.40%
Max Drawdown
IMCG
59.05%
Winner
IXJ
42.81%
Sharpe Ratio
Winner
IMCG
0.95
IXJ
0.64
5Y Beta
IMCG
1.02
Winner
IXJ
0.47
P/E Ratio
IMCG
38.69
Winner
IXJ
28.08
Forward P/E
IMCG
26.56
Winner
IXJ
17.29
PEG Ratio
IMCG
0.17
IXJ
N/A
5Y Dividends CAGR
Winner
IMCG
66.35%
IXJ
6.37%
5Y EPS CAGR
Winner
IMCG
16.65%
IXJ
12.48%
Debt to Equity
IMCG
59.65%
Winner
IXJ
53.55%
P/S Ratio
IMCG
3.37
Winner
IXJ
1.47
P/B Ratio
IMCG
6.60
Winner
IXJ
4.48
IMCG vs IXJ - Holdings Comparison
IMCG and IXJ have 18 common holdings. Overlap is 5.29%
IMCG's top 25 holdings weight is 32.30%. IXJ's top 25 holdings weight is 71.49%.
| Rank | IMCG | IXJ |
|---|---|---|
| #1 | SANDISK CORP ORDINARY SHARES (SNDK) - 2.85% | ELI LILLY AND CO (LLY) - 10.82% |
| #2 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.51% | JOHNSON & JOHNSON (JNJ) - 7.24% |
| #3 | MARVELL TECHNOLOGY INC (MRVL) - 2.36% | ABBVIE INC (ABBV) - 4.89% |
| #4 | CORNING INC (GLW) - 2.02% | UNITEDHEALTH GROUP INC (UNH) - 4.62% |
| #5 | VERTIV HOLDINGS CO CLASS A (VRT) - 1.70% | MERCK & CO INC (MRK) - 3.99% |
| #6 | QUANTA SERVICES INC (PWR) - 1.47% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 3.92% |
| #7 | WESTERN DIGITAL CORP (WDC) - 1.42% | ASTRAZENECA PLC (AZN:XLON) - 3.81% |
| #8 | HOWMET AEROSPACE INC (HWM) - 1.38% | NOVARTIS AG REGISTERED SHARES (n/a) - 3.79% |
| #9 | FORTINET INC (FTNT) - 1.17% | AMGEN INC (AMGN) - 2.40% |
| #10 | n/a (JCI) - 1.17% | THERMO FISHER SCIENTIFIC INC (TMO) - 2.21% |
| #11 | CIENA CORP (CIEN) - 1.14% | GILEAD SCIENCES INC (GILD) - 2.19% |
| #12 | BLOOM ENERGY CORP CLASS A (BE) - 1.10% | INTUITIVE SURGICAL INC (ISRG) - 2.04% |
| #13 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.00% | ABBOTT LABORATORIES (ABT) - 2.00% |
| #14 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.97% | PFIZER INC (PFE) - 1.93% |
| #15 | AON PLC CLASS A (AON) - 0.97% | NOVO NORDISK AS CLASS B (n/a) - 1.87% |
| #16 | TRANSDIGM GROUP INC (TDG) - 0.95% | BRISTOL-MYERS SQUIBB CO (BMY) - 1.59% |
| #17 | DATADOG INC CLASS A (DDOG) - 0.94% | CVS HEALTH CORP (CVS) - 1.56% |
| #18 | CLOUDFLARE INC (NET) - 0.93% | VERTEX PHARMACEUTICALS INC (VRTX) - 1.45% |
| #19 | MOTOROLA SOLUTIONS INC (MSI) - 0.93% | STRYKER CORP (SYK) - 1.43% |
| #20 | ROCKET LAB CORP (RKLB) - 0.92% | DANAHER CORP (DHR) - 1.42% |
| #21 | COHERENT CORP (COHR) - 0.92% | GSK PLC (n/a) - 1.38% |
| #22 | COMFORT SYSTEMS USA INC (FIX) - 0.89% | MEDTRONIC PLC (MDT) - 1.32% |
| #23 | ROYAL CARIBBEAN GROUP (RCL) - 0.89% | SANOFI SA (n/a) - 1.25% |
| #24 | ECOLAB INC (ECL) - 0.88% | MCKESSON CORP (MCK) - 1.23% |
| #25 | FREEPORT-MCMORAN INC (FCX) - 0.82% | ELEVANCE HEALTH INC (ELV) - 1.14% |
| Total Holdings | 271 | 129 |
IMCG vs IXJ - Historical Returns
Returns include dividend reinvestment.
1M
IMCG
+3.26%
Winner
IXJ
+3.56%
3M
Winner
IMCG
+12.13%
IXJ
-1.49%
6M
Winner
IMCG
+14.23%
IXJ
-0.46%
1Y
Winner
IMCG
+19.29%
IXJ
+12.91%
5Y(CAGR)
Winner
IMCG
+7.88%
IXJ
+4.77%
10Y(CAGR)
Winner
IMCG
+14.03%
IXJ
+7.99%
Max(CAGR)
Winner
IMCG
+11.31%
IXJ
+7.17%
IMCG vs IXJ - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IMCG | IXJ |
|---|---|---|
| 2026 | +14.75% | -2.15% |
| 2025 | +6.65% | +14.95% |
| 2024 | +19.72% | -0.69% |
| 2023 | +21.48% | +3.59% |
| 2022 | -25.08% | -3.93% |
| 2021 | +17.12% | +19.74% |
| 2020 | +44.03% | +12.39% |
| 2019 | +36.82% | +24.67% |
| 2018 | -4.35% | +1.74% |
| 2017 | +24.87% | +19.02% |
| 2016 | +8.75% | -4.37% |
| 2015 | +0.29% | +5.69% |
| 2014 | +11.58% | +18.07% |
| 2013 | +30.83% | +33.83% |
| 2012 | +14.19% | +15.83% |
| 2011 | -3.74% | +9.85% |
| 2010 | +25.95% | +0.65% |
| 2009 | +36.47% | +16.29% |
| 2008 | -45.99% | -19.96% |
| 2007 | +20.06% | +2.96% |
| 2006 | +7.72% | +8.49% |
| 2005 | +18.32% | +7.27% |
| 2004 | +14.09% | +3.72% |
| 2003 | N/A | +16.34% |
| 2002 | N/A | -17.01% |
| 2001 | N/A | -2.47% |
IMCG vs IXJ Drawdown Comparison
The maximum drawdown for IMCG was -58.96%, occurring on Nov 20, 2008. Recovery took 827 trading sessions.
The maximum drawdown for IXJ was -40.60%, occurring on Mar 9, 2009. Recovery took 1001 trading sessions.
The current IMCG drawdown is -3.83%. The current IXJ drawdown is -5.98%.
| Rank | IMCG | IXJ |
|---|---|---|
| #1 | -58.96% Oct 31, 2007 - Feb 11, 2011 | -40.60% May 7, 2007 - Apr 26, 2011 |
| #2 | -35.08% Nov 16, 2021 - Oct 14, 2024 | -31.87% Nov 26, 2001 - Apr 13, 2005 |
| #3 | -34.05% Feb 19, 2020 - Jun 1, 2020 | -27.35% Feb 12, 2020 - Jul 14, 2020 |
| #4 | -25.77% Jul 7, 2011 - Jan 4, 2013 | -18.80% Aug 5, 2015 - Jun 19, 2017 |
| #5 | -24.44% Apr 23, 2015 - Jan 25, 2017 | -18.14% Aug 30, 2024 - Jan 6, 2026 |
| #6 | -23.65% Sep 4, 2018 - Mar 21, 2019 | -17.48% Apr 8, 2022 - Jan 8, 2024 |
| #7 | -21.91% Dec 6, 2024 - Jul 3, 2025 | -16.52% May 31, 2011 - Mar 13, 2012 |
| #8 | -16.52% May 9, 2006 - Jan 31, 2007 | -14.45% Oct 1, 2018 - Jul 2, 2019 |
| #9 | -14.23% Feb 12, 2021 - Jul 9, 2021 | -11.65% Jan 26, 2018 - Aug 21, 2018 |
| #10 | -11.79% Jul 2, 2004 - Oct 1, 2004 | -10.78% Feb 27, 2026 - Apr 29, 2026 |
| #11 | -10.54% Jul 19, 2007 - Oct 1, 2007 | -10.59% Dec 29, 2021 - Apr 7, 2022 |
| #12 | -10.17% Feb 26, 2026 - Apr 13, 2026 | -8.47% Sep 24, 2014 - Oct 30, 2014 |
| #13 | -9.88% Sep 3, 2014 - Nov 3, 2014 | -7.78% Sep 3, 2021 - Dec 23, 2021 |
| #14 | -9.26% Jan 26, 2018 - Mar 9, 2018 | -7.77% Jan 25, 2021 - Apr 16, 2021 |
| #15 | -9.20% Sep 2, 2020 - Oct 8, 2020 | -7.76% Sep 2, 2020 - Nov 5, 2020 |
Correlation
Correlation between IMCG and IXJ is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2001 - 2026)
IMCG vs IXJ dividend yield comparison.
| Year | IMCG | IXJ |
|---|---|---|
| 2026 | 0.13% | 0.00% |
| 2025 | 0.78% | 1.40% |
| 2024 | 0.78% | 1.50% |
| 2023 | 0.85% | 1.38% |
| 2022 | 0.91% | 1.17% |
| 2021 | 0.41% | 1.12% |
| 2020 | 0.09% | 1.27% |
| 2019 | 0.30% | 1.42% |
| 2018 | 0.35% | 2.11% |
| 2017 | 0.45% | 1.46% |
| 2016 | 0.52% | 1.73% |
| 2015 | 0.38% | 2.85% |
| 2014 | 0.60% | 1.38% |
| 2013 | 0.37% | 1.51% |
| 2012 | 0.80% | 2.28% |
| 2011 | 0.25% | 2.17% |
| 2010 | 0.33% | 2.20% |
| 2009 | 0.28% | 1.97% |
| 2008 | 0.45% | 2.25% |
| 2007 | 0.24% | 1.72% |
| 2006 | 0.46% | 0.85% |
| 2005 | 0.12% | 0.70% |
| 2004 | 0.01% | 0.74% |
| 2003 | 0.00% | 0.63% |
| 2002 | 0.00% | 0.61% |
| 2001 | 0.00% | 0.03% |
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