IMCG vs TOTL
Comparison between ISHARES MORNINGSTAR MID-CAP GROWTH ETF (IMCG, ETF) and STATE STREET(R) DOUBLELINE(R) TOTAL RETURN TACTICAL ETF (TOTL, ETF).
5-Year PerformanceIMCG has outperformed TOTL, delivering a return of +7.7% compared to +0.4%
IMCG vs TOTL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IMCG vs TOTL - Historical Returns
Returns include dividend reinvestment.
IMCG vs TOTL - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | IMCG | TOTL |
|---|---|---|
| 2026 | +21.84% | -0.83% |
| 2025 | +6.65% | +7.65% |
| 2024 | +19.72% | +3.51% |
| 2023 | +21.48% | +5.14% |
| 2022 | -25.08% | -11.37% |
| 2021 | +17.12% | -0.98% |
| 2020 | +44.03% | +3.42% |
| 2019 | +36.82% | +7.11% |
| 2018 | -4.35% | +0.95% |
| 2017 | +24.87% | +3.49% |
| 2016 | +8.75% | +2.64% |
| 2015 | +0.29% | -0.28% |
| 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 TOTL Drawdown Comparison
The maximum drawdown for IMCG was -58.96%, occurring on Nov 20, 2008. Recovery took 827 trading sessions.
The maximum drawdown for TOTL was -16.48%, occurring on Nov 7, 2022. Recovery took 1001 trading sessions.
The current IMCG drawdown is -2.43%. The current TOTL drawdown is -2.45%.
| Rank | IMCG | TOTL |
|---|---|---|
| #1 | -58.96% Oct 31, 2007 - Feb 11, 2011 | -16.48% Sep 2, 2021 - Aug 29, 2025 |
| #2 | -35.08% Nov 16, 2021 - Oct 14, 2024 | -7.29% Mar 6, 2020 - Jul 30, 2020 |
| #3 | -34.05% Feb 19, 2020 - Jun 1, 2020 | -3.29% Sep 29, 2016 - Apr 18, 2017 |
| #4 | -25.77% Jul 7, 2011 - Jan 4, 2013 | -3.04% Sep 5, 2017 - Jan 3, 2019 |
| #5 | -24.44% Apr 23, 2015 - Jan 25, 2017 | -3.04% Feb 27, 2026 - May 19, 2026 |
| #6 | -23.65% Sep 4, 2018 - Mar 21, 2019 | -1.99% Jan 27, 2021 - Sep 2, 2021 |
| #7 | -21.91% Dec 6, 2024 - Jul 3, 2025 | -1.41% Oct 4, 2019 - Jan 3, 2020 |
| #8 | -16.52% May 9, 2006 - Jan 31, 2007 | -1.35% Oct 14, 2015 - Feb 8, 2016 |
| #9 | -14.23% Feb 12, 2021 - Jul 9, 2021 | -1.31% Sep 4, 2019 - Oct 3, 2019 |
| #10 | -11.79% Jul 2, 2004 - Oct 1, 2004 | -1.22% Apr 20, 2015 - Oct 2, 2015 |
| #11 | -10.54% Jul 19, 2007 - Oct 1, 2007 | -1.13% Aug 6, 2020 - Dec 11, 2020 |
| #12 | -10.17% Feb 26, 2026 - Apr 13, 2026 | -1.00% Oct 22, 2025 - Nov 25, 2025 |
| #13 | -9.88% Sep 3, 2014 - Nov 3, 2014 | -0.94% Jun 26, 2017 - Aug 1, 2017 |
| #14 | -9.26% Jan 26, 2018 - Mar 9, 2018 | -0.80% Feb 24, 2015 - Mar 23, 2015 |
| #15 | -9.20% Sep 2, 2020 - Oct 8, 2020 | -0.77% Nov 26, 2025 - Dec 29, 2025 |
Correlation
Correlation between IMCG and TOTL is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2004 - 2026)
IMCG vs TOTL dividend yield comparison.
| Year | IMCG | TOTL |
|---|---|---|
| 2026 | 0.23% | 2.98% |
| 2025 | 0.78% | 5.23% |
| 2024 | 0.78% | 5.35% |
| 2023 | 0.85% | 4.85% |
| 2022 | 0.91% | 4.68% |
| 2021 | 0.41% | 3.07% |
| 2020 | 0.09% | 2.91% |
| 2019 | 0.30% | 3.31% |
| 2018 | 0.35% | 3.41% |
| 2017 | 0.45% | 3.00% |
| 2016 | 0.52% | 3.25% |
| 2015 | 0.38% | 2.67% |
| 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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