IMCG vs SCMB
Comparison between ISHARES MORNINGSTAR MID-CAP GROWTH ETF (IMCG, ETF) and SCHWAB MUNICIPAL BOND ETF (SCMB, ETF).
IMCG vs SCMB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IMCG
$4B
SCMB
$4B
Expense Ratio
IMCG
0.06%
Winner
SCMB
0.03%
Max Drawdown
IMCG
59.05%
Winner
SCMB
7.77%
Sharpe Ratio
Winner
IMCG
0.95
SCMB
0.81
5Y Beta
IMCG
1.03
Winner
SCMB
0.03
P/E Ratio
IMCG
38.85
SCMB
N/A
Forward P/E
IMCG
26.62
SCMB
N/A
PEG Ratio
IMCG
0.17
SCMB
N/A
5Y Dividends CAGR
IMCG
40.86%
SCMB
N/A
5Y EPS CAGR
IMCG
13.74%
SCMB
N/A
Debt to Equity
IMCG
49.56%
SCMB
N/A
P/S Ratio
IMCG
3.05
SCMB
N/A
P/B Ratio
IMCG
6.39
SCMB
N/A
IMCG vs SCMB - Historical Returns
Returns include dividend reinvestment.
1M
IMCG
-0.51%
Winner
SCMB
+0.10%
3M
Winner
IMCG
+13.01%
SCMB
+0.72%
6M
Winner
IMCG
+15.81%
SCMB
+0.55%
1Y
Winner
IMCG
+21.34%
SCMB
+6.47%
5Y(CAGR)
IMCG
+8.03%
SCMB
N/A
10Y(CAGR)
IMCG
+14.24%
SCMB
N/A
Max(CAGR)
Winner
IMCG
+11.47%
SCMB
+3.96%
IMCG vs SCMB - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | IMCG | SCMB |
|---|---|---|
| 2026 | +19.68% | +1.25% |
| 2025 | +6.65% | +3.34% |
| 2024 | +19.72% | +1.10% |
| 2023 | +21.48% | +5.70% |
| 2022 | -25.08% | +3.05% |
| 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 SCMB Drawdown Comparison
The maximum drawdown for IMCG was -58.96%, occurring on Nov 20, 2008. Recovery took 827 trading sessions.
The maximum drawdown for SCMB was -6.13%, occurring on Oct 30, 2023. Recovery took 162 trading sessions.
The current IMCG drawdown is -1.97%. The current SCMB drawdown is -0.66%.
| Rank | IMCG | SCMB |
|---|---|---|
| #1 | -58.96% Oct 31, 2007 - Feb 11, 2011 | -6.13% Apr 12, 2023 - Dec 1, 2023 |
| #2 | -35.08% Nov 16, 2021 - Oct 14, 2024 | -4.75% Dec 4, 2024 - Sep 11, 2025 |
| #3 | -34.05% Feb 19, 2020 - Jun 1, 2020 | -3.23% Feb 2, 2023 - Apr 6, 2023 |
| #4 | -25.77% Jul 7, 2011 - Jan 4, 2013 | -2.92% Feb 27, 2026 - Jul 6, 2026 |
| #5 | -24.44% Apr 23, 2015 - Jan 25, 2017 | -2.55% Oct 1, 2024 - Dec 3, 2024 |
| #6 | -23.65% Sep 4, 2018 - Mar 21, 2019 | -2.25% Feb 1, 2024 - Jul 16, 2024 |
| #7 | -21.91% Dec 6, 2024 - Jul 3, 2025 | -2.09% Oct 12, 2022 - Nov 10, 2022 |
| #8 | -16.52% May 9, 2006 - Jan 31, 2007 | -1.25% Dec 29, 2023 - Feb 1, 2024 |
| #9 | -14.23% Feb 12, 2021 - Jul 9, 2021 | -1.05% Dec 14, 2022 - Jan 6, 2023 |
| #10 | -11.79% Jul 2, 2004 - Oct 1, 2004 | -0.94% Aug 5, 2024 - Sep 6, 2024 |
| #11 | -10.54% Jul 19, 2007 - Oct 1, 2007 | -0.66% Jul 6, 2026 - Jul 15, 2026 |
| #12 | -10.17% Feb 26, 2026 - Apr 13, 2026 | -0.58% Sep 17, 2025 - Oct 10, 2025 |
| #13 | -9.88% Sep 3, 2014 - Nov 3, 2014 | -0.50% Nov 11, 2025 - Dec 29, 2025 |
| #14 | -9.26% Jan 26, 2018 - Mar 9, 2018 | -0.50% Jan 16, 2026 - Feb 5, 2026 |
| #15 | -9.20% Sep 2, 2020 - Oct 8, 2020 | -0.38% Oct 24, 2025 - Nov 11, 2025 |
Correlation
Correlation between IMCG and SCMB is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2004 - 2026)
IMCG vs SCMB dividend yield comparison.
| Year | IMCG | SCMB |
|---|---|---|
| 2026 | 0.23% | 1.75% |
| 2025 | 0.78% | 3.36% |
| 2024 | 0.78% | 3.34% |
| 2023 | 0.85% | 3.10% |
| 2022 | 0.91% | 0.59% |
| 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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