IMCG vs SPHD
Comparison between ISHARES MORNINGSTAR MID-CAP GROWTH ETF (IMCG, ETF) and INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF).
5-Year PerformanceSPHD has outperformed IMCG, delivering a return of +8.0% compared to +7.8%
IMCG vs SPHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IMCG
$4B
SPHD
$4B
Expense Ratio
Winner
IMCG
0.06%
SPHD
0.30%
Max Drawdown
IMCG
59.05%
Winner
SPHD
42.14%
Sharpe Ratio
Winner
IMCG
1.09
SPHD
0.94
5Y Beta
IMCG
1.03
Winner
SPHD
0.36
P/E Ratio
IMCG
37.42
Winner
SPHD
19.93
Forward P/E
IMCG
26.52
Winner
SPHD
14.52
PEG Ratio
Winner
IMCG
0.20
SPHD
0.60
5Y Dividends CAGR
Winner
IMCG
40.88%
SPHD
6.97%
5Y EPS CAGR
Winner
IMCG
14.72%
SPHD
5.00%
Debt to Equity
IMCG
86.39%
Winner
SPHD
-44.60%
P/S Ratio
IMCG
3.04
Winner
SPHD
2.13
P/B Ratio
IMCG
6.27
Winner
SPHD
1.98
IMCG vs SPHD - Holdings Comparison
IMCG and SPHD have 6 common holdings. Overlap is 1.44%
IMCG's top 25 holdings weight is 25.61%. SPHD's top 25 holdings weight is 62.25%.
| Rank | IMCG | SPHD |
|---|---|---|
| #1 | FORTINET INC (FTNT) - 1.39% | HEALTHPEAK PROPERTIES INC (DOC) - 3.68% |
| #2 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.25% | ALTRIA GROUP INC (MO) - 3.51% |
| #3 | CUMMINS INC (CMI) - 1.24% | THE KRAFT HEINZ CO (KHC) - 3.21% |
| #4 | n/a (DELL) - 1.24% | VERIZON COMMUNICATIONS INC (VZ) - 3.17% |
| #5 | CLOUDFLARE INC (NET) - 1.20% | FRANKLIN RESOURCES INC (BEN) - 2.88% |
| #6 | n/a (JCI) - 1.19% | ONEOK INC (OKE) - 2.85% |
| #7 | FREEPORT-MCMORAN INC (FCX) - 1.19% | PFIZER INC (PFE) - 2.78% |
| #8 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.18% | AMCOR PLC ORDINARY SHARES (AMCR) - 2.63% |
| #9 | DATADOG INC CLASS A (DDOG) - 1.13% | KIMCO REALTY CORP (KIM) - 2.61% |
| #10 | AON PLC CLASS A (AON) - 1.03% | REALTY INCOME CORP (O) - 2.53% |
| #11 | MOODYS CORP (MCO) - 1.00% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.47% |
| #12 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.97% | KIMBERLY-CLARK CORP (KMB) - 2.28% |
| #13 | O'REILLY AUTOMOTIVE INC (ORLY) - 0.95% | T. ROWE PRICE GROUP INC (TROW) - 2.28% |
| #14 | ROYAL CARIBBEAN GROUP (RCL) - 0.95% | DOMINION ENERGY INC (D) - 2.23% |
| #15 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 0.95% | PRUDENTIAL FINANCIAL INC (PRU) - 2.18% |
| #16 | MOTOROLA SOLUTIONS INC (MSI) - 0.93% | CHEVRON CORP (CVX) - 2.18% |
| #17 | ECOLAB INC (ECL) - 0.91% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.16% |
| #18 | MONSTER BEVERAGE CORP (MNST) - 0.90% | BXP INC (BXP) - 2.14% |
| #19 | TRANSDIGM GROUP INC (TDG) - 0.88% | HORMEL FOODS CORP (HRL) - 2.12% |
| #20 | BLOOM ENERGY CORP CLASS A (BE) - 0.87% | PUBLIC STORAGE (PSA) - 2.10% |
| #21 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.87% | EOG RESOURCES INC (EOG) - 2.10% |
| #22 | CINTAS CORP (CTAS) - 0.85% | EXTRA SPACE STORAGE INC (EXR) - 2.08% |
| #23 | CIENA CORP (CIEN) - 0.85% | UDR INC (UDR) - 2.06% |
| #24 | LUMENTUM HOLDINGS INC (LITE) - 0.85% | KINDER MORGAN INC CLASS P (KMI) - 2.02% |
| #25 | CSX CORP (CSX) - 0.84% | CROWN CASTLE INC (CCI) - 2.00% |
| Total Holdings | 263 | 53 |
IMCG vs SPHD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IMCG
+2.27%
SPHD
+0.97%
3M
Winner
IMCG
+10.63%
SPHD
+6.93%
6M
Winner
IMCG
+20.10%
SPHD
+4.63%
1Y
Winner
IMCG
+23.69%
SPHD
+14.77%
5Y(CAGR)
IMCG
+7.77%
Winner
SPHD
+8.03%
10Y(CAGR)
Winner
IMCG
+14.49%
SPHD
+7.29%
Max(CAGR)
Winner
IMCG
+11.57%
SPHD
+9.87%
IMCG vs SPHD - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | IMCG | SPHD |
|---|---|---|
| 2026 | +23.12% | +12.27% |
| 2025 | +6.65% | +3.29% |
| 2024 | +19.72% | +16.18% |
| 2023 | +21.48% | +0.93% |
| 2022 | -25.08% | +0.31% |
| 2021 | +17.12% | +26.77% |
| 2020 | +44.03% | -8.99% |
| 2019 | +36.82% | +20.89% |
| 2018 | -4.35% | -6.32% |
| 2017 | +24.87% | +10.79% |
| 2016 | +8.75% | +23.47% |
| 2015 | +0.29% | +4.85% |
| 2014 | +11.58% | +21.27% |
| 2013 | +30.83% | +18.33% |
| 2012 | +14.19% | -1.73% |
| 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 SPHD Drawdown Comparison
The maximum drawdown for IMCG was -58.96%, occurring on Nov 20, 2008. Recovery took 827 trading sessions.
The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.
The current SPHD drawdown is -1.77%.
| Rank | IMCG | SPHD |
|---|---|---|
| #1 | -58.96% Oct 31, 2007 - Feb 11, 2011 | -41.36% Jan 17, 2020 - Mar 8, 2021 |
| #2 | -35.08% Nov 16, 2021 - Oct 14, 2024 | -19.51% Apr 20, 2022 - May 15, 2024 |
| #3 | -34.05% Feb 19, 2020 - Jun 1, 2020 | -13.30% Nov 29, 2024 - Jan 22, 2026 |
| #4 | -25.77% Jul 7, 2011 - Jan 4, 2013 | -12.52% Sep 21, 2018 - Feb 5, 2019 |
| #5 | -24.44% Apr 23, 2015 - Jan 25, 2017 | -11.05% Jan 26, 2018 - Aug 17, 2018 |
| #6 | -23.65% Sep 4, 2018 - Mar 21, 2019 | -8.88% Aug 17, 2015 - Oct 22, 2015 |
| #7 | -21.91% Dec 6, 2024 - Jul 3, 2025 | -8.32% Jun 11, 2021 - Dec 29, 2021 |
| #8 | -16.52% May 9, 2006 - Jan 31, 2007 | -7.39% Jul 29, 2016 - Dec 7, 2016 |
| #9 | -14.23% Feb 12, 2021 - Jul 9, 2021 | -7.33% Mar 2, 2026 - Jun 26, 2026 |
| #10 | -11.79% Jul 2, 2004 - Oct 1, 2004 | -7.24% Apr 12, 2019 - Sep 10, 2019 |
| #11 | -10.54% Jul 19, 2007 - Oct 1, 2007 | -6.98% May 21, 2013 - Oct 25, 2013 |
| #12 | -10.17% Feb 26, 2026 - Apr 13, 2026 | -6.67% Dec 29, 2015 - Feb 17, 2016 |
| #13 | -9.88% Sep 3, 2014 - Nov 3, 2014 | -5.84% Nov 1, 2012 - Jan 2, 2013 |
| #14 | -9.26% Jan 26, 2018 - Mar 9, 2018 | -5.76% Jan 22, 2015 - Aug 14, 2015 |
| #15 | -9.20% Sep 2, 2020 - Oct 8, 2020 | -5.04% Jan 14, 2022 - Mar 22, 2022 |
Correlation
Correlation between IMCG and SPHD is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2004 - 2026)
IMCG vs SPHD dividend yield comparison.
| Year | IMCG | SPHD |
|---|---|---|
| 2026 | 0.23% | 2.78% |
| 2025 | 0.78% | 4.02% |
| 2024 | 0.78% | 3.41% |
| 2023 | 0.85% | 4.48% |
| 2022 | 0.91% | 3.89% |
| 2021 | 0.41% | 3.45% |
| 2020 | 0.09% | 4.89% |
| 2019 | 0.30% | 4.07% |
| 2018 | 0.35% | 4.40% |
| 2017 | 0.45% | 3.14% |
| 2016 | 0.52% | 3.83% |
| 2015 | 0.38% | 3.49% |
| 2014 | 0.60% | 3.24% |
| 2013 | 0.37% | 3.68% |
| 2012 | 0.80% | 0.93% |
| 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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