IMCG vs UTF
Comparison between ISHARES MORNINGSTAR MID-CAP GROWTH ETF (IMCG, ETF) and Cohen & Steers Infrastructure Fund Inc (UTF, ETF).
5-Year PerformanceIMCG has outperformed UTF, delivering a return of +7.5% compared to +6.4%
IMCG vs UTF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IMCG vs UTF - Historical Returns
Returns include dividend reinvestment.
IMCG vs UTF - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | IMCG | UTF |
|---|---|---|
| 2026 | +11.75% | +13.02% |
| 2025 | +6.65% | +9.02% |
| 2024 | +19.72% | +21.94% |
| 2023 | +21.48% | -4.37% |
| 2022 | -25.08% | -10.87% |
| 2021 | +17.12% | +18.88% |
| 2020 | +44.03% | +7.66% |
| 2019 | +36.82% | +38.37% |
| 2018 | -4.35% | -9.63% |
| 2017 | +24.87% | +33.83% |
| 2016 | +8.75% | +12.44% |
| 2015 | +0.29% | -9.81% |
| 2014 | +11.58% | +18.86% |
| 2013 | +30.83% | +16.92% |
| 2012 | +14.19% | +26.58% |
| 2011 | -3.74% | +4.00% |
| 2010 | +25.95% | +9.22% |
| 2009 | +36.47% | +55.69% |
| 2008 | -45.99% | -56.76% |
| 2007 | +20.06% | +25.13% |
| 2006 | +7.72% | +28.72% |
| 2005 | +18.32% | +9.43% |
| 2004 | +14.09% | +21.99% |
IMCG vs UTF Drawdown Comparison
The maximum drawdown for IMCG was -58.96%, occurring on Nov 20, 2008. Recovery took 827 trading sessions.
The maximum drawdown for UTF was -72.50%, occurring on Mar 9, 2009. Recovery took 1177 trading sessions.
The current IMCG drawdown is -0.92%. The current UTF drawdown is -0.88%.
| Rank | IMCG | UTF |
|---|---|---|
| #1 | -58.96% Oct 31, 2007 - Feb 11, 2011 | -72.50% Jan 11, 2008 - Sep 12, 2012 |
| #2 | -35.08% Nov 16, 2021 - Oct 14, 2024 | -52.53% Feb 18, 2020 - Nov 16, 2020 |
| #3 | -34.05% Feb 19, 2020 - Jun 1, 2020 | -30.24% Apr 20, 2022 - Aug 8, 2024 |
| #4 | -25.77% Jul 7, 2011 - Jan 4, 2013 | -27.26% Jul 1, 2014 - Jun 30, 2016 |
| #5 | -24.44% Apr 23, 2015 - Jan 25, 2017 | -18.14% Aug 29, 2018 - Jan 25, 2019 |
| #6 | -23.65% Sep 4, 2018 - Mar 21, 2019 | -17.85% May 21, 2007 - Oct 29, 2007 |
| #7 | -21.91% Dec 6, 2024 - Jul 3, 2025 | -16.28% May 17, 2013 - Jan 16, 2014 |
| #8 | -16.52% May 9, 2006 - Jan 31, 2007 | -13.18% Sep 7, 2005 - Jul 20, 2006 |
| #9 | -14.23% Feb 12, 2021 - Jul 9, 2021 | -12.73% Jan 8, 2018 - Jul 31, 2018 |
| #10 | -11.79% Jul 2, 2004 - Oct 1, 2004 | -11.99% Apr 2, 2025 - May 16, 2025 |
| #11 | -10.54% Jul 19, 2007 - Oct 1, 2007 | -11.88% Aug 13, 2021 - Mar 28, 2022 |
| #12 | -10.17% Feb 26, 2026 - Apr 13, 2026 | -11.18% Sep 8, 2016 - Feb 8, 2017 |
| #13 | -9.88% Sep 3, 2014 - Nov 3, 2014 | -11.08% Nov 29, 2024 - Apr 1, 2025 |
| #14 | -9.26% Jan 26, 2018 - Mar 9, 2018 | -10.32% Aug 22, 2025 - Jan 29, 2026 |
| #15 | -9.20% Sep 2, 2020 - Oct 8, 2020 | -10.17% Nov 1, 2012 - Dec 31, 2012 |
Correlation
Correlation between IMCG and UTF is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
IMCG vs UTF dividend yield comparison.
| Year | IMCG | UTF |
|---|---|---|
| 2026 | 0.13% | 2.33% |
| 2025 | 0.78% | 7.62% |
| 2024 | 0.78% | 7.74% |
| 2023 | 0.85% | 8.76% |
| 2022 | 0.91% | 7.75% |
| 2021 | 0.41% | 6.53% |
| 2020 | 0.09% | 7.20% |
| 2019 | 0.30% | 7.10% |
| 2018 | 0.35% | 10.12% |
| 2017 | 0.45% | 7.37% |
| 2016 | 0.52% | 10.51% |
| 2015 | 0.38% | 8.39% |
| 2014 | 0.60% | 6.51% |
| 2013 | 0.37% | 6.99% |
| 2012 | 0.80% | 7.68% |
| 2011 | 0.25% | 9.11% |
| 2010 | 0.33% | 7.31% |
| 2009 | 0.28% | 6.02% |
| 2008 | 0.45% | 22.86% |
| 2007 | 0.24% | 11.04% |
| 2006 | 0.46% | 6.34% |
| 2005 | 0.12% | 6.17% |
| 2004 | 0.01% | 3.43% |
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