IMCG vs NXUS
Comparison between ISHARES MORNINGSTAR MID-CAP GROWTH ETF (IMCG, ETF) and NUVEEN INTERNATIONAL AGGREGATE BOND ETF (NXUS, ETF).
IMCG vs NXUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IMCG
$3.90B
NXUS
$3.90B
Expense Ratio
Winner
IMCG
0.06%
NXUS
0.08%
Max Drawdown
IMCG
59.05%
Winner
NXUS
3.29%
Sharpe Ratio
Winner
IMCG
1.05
NXUS
-0.80
5Y Beta
IMCG
1.04
Winner
NXUS
0.12
P/E Ratio
IMCG
37.08
NXUS
N/A
Forward P/E
IMCG
26.35
NXUS
N/A
5Y Dividends CAGR
IMCG
40.88%
NXUS
N/A
5Y EPS CAGR
IMCG
15.43%
NXUS
N/A
Debt to Equity
IMCG
86.85%
NXUS
N/A
P/S Ratio
IMCG
3.05
NXUS
N/A
P/B Ratio
IMCG
6.35
NXUS
N/A
IMCG vs NXUS - Holdings Comparison
IMCG and NXUS have 1 common holdings. Overlap is 0.00%
IMCG's top 25 holdings weight is 25.61%. NXUS's top 25 holdings weight is 23.89%.
| Rank | IMCG | NXUS |
|---|---|---|
| #1 | FORTINET INC (FTNT) - 1.39% | n/a (n/a) - 4.98% |
| #2 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.25% | JAPAN (GOVERNMENT OF) 0.1% (n/a) - 3.34% |
| #3 | CUMMINS INC (CMI) - 1.24% | STATE STREET INSTL US GOVT MMKT PREMIER (GVMXX) - 2.38% |
| #4 | n/a (DELL) - 1.24% | JAPAN (GOVERNMENT OF) 1% (n/a) - 1.10% |
| #5 | CLOUDFLARE INC (NET) - 1.20% | JAPAN (GOVERNMENT OF) 0.4% (n/a) - 0.84% |
| #6 | n/a (JCI) - 1.19% | JAPAN (GOVERNMENT OF) 0.2% (n/a) - 0.72% |
| #7 | FREEPORT-MCMORAN INC (FCX) - 1.19% | JAPAN (GOVERNMENT OF) 2.1% (n/a) - 0.64% |
| #8 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.18% | JAPAN (GOVERNMENT OF) 2.3% (n/a) - 0.64% |
| #9 | DATADOG INC CLASS A (DDOG) - 1.13% | JAPAN (GOVERNMENT OF) 2% (n/a) - 0.63% |
| #10 | AON PLC CLASS A (AON) - 1.03% | CANADA (GOVERNMENT OF) 2.75% (n/a) - 0.61% |
| #11 | MOODYS CORP (MCO) - 1.00% | CANADA (GOVERNMENT OF) 3.25% (n/a) - 0.61% |
| #12 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.97% | JAPAN (GOVERNMENT OF) 2.4% (n/a) - 0.60% |
| #13 | O'REILLY AUTOMOTIVE INC (ORLY) - 0.95% | JAPAN (GOVERNMENT OF) 1.7% (n/a) - 0.59% |
| #14 | ROYAL CARIBBEAN GROUP (RCL) - 0.95% | JAPAN (GOVERNMENT OF) 1.5% (n/a) - 0.58% |
| #15 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 0.95% | EUROPEAN UNION 2.5% (n/a) - 0.58% |
| #16 | MOTOROLA SOLUTIONS INC (MSI) - 0.93% | JAPAN (GOVERNMENT OF) 0.5% (n/a) - 0.55% |
| #17 | ECOLAB INC (ECL) - 0.91% | JAPAN (GOVERNMENT OF) 1.1% (n/a) - 0.54% |
| #18 | MONSTER BEVERAGE CORP (MNST) - 0.90% | EUROPEAN UNION 3.625% (n/a) - 0.53% |
| #19 | TRANSDIGM GROUP INC (TDG) - 0.88% | n/a (n/a) - 0.51% |
| #20 | BLOOM ENERGY CORP CLASS A (BE) - 0.87% | EUROPEAN UNION 4% (n/a) - 0.50% |
| #21 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.87% | FRANCE (REPUBLIC OF) 3.5% (n/a) - 0.50% |
| #22 | CINTAS CORP (CTAS) - 0.85% | CANADA (GOVERNMENT OF) 3.5% (n/a) - 0.49% |
| #23 | CIENA CORP (CIEN) - 0.85% | JAPAN (GOVERNMENT OF) 1.2% (n/a) - 0.49% |
| #24 | LUMENTUM HOLDINGS INC (LITE) - 0.85% | AUSTRALIA (COMMONWEALTH OF) 2.75% (n/a) - 0.48% |
| #25 | CSX CORP (CSX) - 0.84% | GERMANY (FEDERAL REPUBLIC OF) 0% (n/a) - 0.46% |
| Total Holdings | 263 | 1673 |
IMCG vs NXUS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IMCG
+2.51%
NXUS
-0.20%
3M
Winner
IMCG
+8.50%
NXUS
+0.08%
6M
Winner
IMCG
+17.56%
NXUS
-1.28%
1Y
Winner
IMCG
+22.74%
NXUS
+0.77%
5Y(CAGR)
IMCG
+7.74%
NXUS
N/A
10Y(CAGR)
IMCG
+14.34%
NXUS
N/A
Max(CAGR)
Winner
IMCG
+11.50%
NXUS
+0.85%
IMCG vs NXUS - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | IMCG | NXUS |
|---|---|---|
| 2026 | +21.84% | +0.20% |
| 2025 | +6.65% | +0.61% |
| 2024 | +19.72% | N/A |
| 2023 | +21.48% | N/A |
| 2022 | -25.08% | N/A |
| 2021 | +17.12% | N/A |
| 2020 | +44.03% | N/A |
| 2019 | +36.82% | N/A |
| 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 NXUS Drawdown Comparison
The maximum drawdown for IMCG was -58.96%, occurring on Nov 20, 2008. Recovery took 827 trading sessions.
The maximum drawdown for NXUS was -2.81%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current IMCG drawdown is -2.43%. The current NXUS drawdown is -1.65%.
| Rank | IMCG | NXUS |
|---|---|---|
| #1 | -58.96% Oct 31, 2007 - Feb 11, 2011 | -2.81% Feb 27, 2026 - Mar 27, 2026 |
| #2 | -35.08% Nov 16, 2021 - Oct 14, 2024 | -1.05% Oct 22, 2025 - Feb 3, 2026 |
| #3 | -34.05% Feb 19, 2020 - Jun 1, 2020 | -0.62% Sep 24, 2025 - Sep 26, 2025 |
| #4 | -25.77% Jul 7, 2011 - Jan 4, 2013 | -0.54% Feb 3, 2026 - Feb 12, 2026 |
| #5 | -24.44% Apr 23, 2015 - Jan 25, 2017 | -0.26% Oct 1, 2025 - Oct 10, 2025 |
| #6 | -23.65% Sep 4, 2018 - Mar 21, 2019 | -0.20% Oct 16, 2025 - Oct 22, 2025 |
| #7 | -21.91% Dec 6, 2024 - Jul 3, 2025 | -0.08% Feb 24, 2026 - Feb 26, 2026 |
| #8 | -16.52% May 9, 2006 - Jan 31, 2007 | -0.06% Sep 29, 2025 - Oct 1, 2025 |
| #9 | -14.23% Feb 12, 2021 - Jul 9, 2021 | N/A |
| #10 | -11.79% Jul 2, 2004 - Oct 1, 2004 | N/A |
| #11 | -10.54% Jul 19, 2007 - Oct 1, 2007 | N/A |
| #12 | -10.17% Feb 26, 2026 - Apr 13, 2026 | N/A |
| #13 | -9.88% Sep 3, 2014 - Nov 3, 2014 | N/A |
| #14 | -9.26% Jan 26, 2018 - Mar 9, 2018 | N/A |
| #15 | -9.20% Sep 2, 2020 - Oct 8, 2020 | N/A |
Correlation
Correlation between IMCG and NXUS is 0.28 which considered as a very weak or no correlation - the stocks move independently of each other.
0.28
-101
Dividend Comparison (2004 - 2026)
IMCG vs NXUS dividend yield comparison.
| Year | IMCG | NXUS |
|---|---|---|
| 2026 | 0.23% | 1.85% |
| 2025 | 0.78% | 0.39% |
| 2024 | 0.78% | 0.00% |
| 2023 | 0.85% | 0.00% |
| 2022 | 0.91% | 0.00% |
| 2021 | 0.41% | 0.00% |
| 2020 | 0.09% | 0.00% |
| 2019 | 0.30% | 0.00% |
| 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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