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IMCG vs VNQI

Comparison between ISHARES MORNINGSTAR MID-CAP GROWTH ETF (IMCG, ETF) and VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND ETF SHARES (VNQI, ETF).

5-Year PerformanceIMCG has outperformed VNQI, delivering a return of +8.6% compared to -1.4%

IMCG vs VNQI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IMCG
$3.80B
VNQI
$3.80B
Expense Ratio
Winner
IMCG
0.06%
VNQI
0.12%
Max Drawdown
IMCG
59.05%
Winner
VNQI
43.72%
Sharpe Ratio
Winner
IMCG
1.06
VNQI
0.24
5Y Beta
IMCG
1.03
Winner
VNQI
0.48
P/E Ratio
IMCG
39.18
VNQI
N/A
Forward P/E
IMCG
25.95
VNQI
N/A
PEG Ratio
IMCG
0.11
VNQI
N/A
5Y Dividends CAGR
IMCG
40.88%
VNQI
N/A
5Y EPS CAGR
IMCG
16.28%
VNQI
N/A
Debt to Equity
IMCG
67.07%
VNQI
N/A
P/S Ratio
IMCG
3.69
VNQI
N/A
P/B Ratio
IMCG
6.25
VNQI
N/A

IMCG vs VNQI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IMCG
+8.53%
VNQI
-0.57%
3M
Winner
IMCG
+20.55%
VNQI
-0.65%
6M
Winner
IMCG
+20.76%
VNQI
+0.78%
1Y
Winner
IMCG
+25.15%
VNQI
+6.45%
5Y(CAGR)
Winner
IMCG
+8.58%
VNQI
-1.39%
10Y(CAGR)
Winner
IMCG
+14.79%
VNQI
+2.69%
Max(CAGR)
Winner
IMCG
+11.54%
VNQI
+3.44%

IMCG vs VNQI - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearIMCGVNQI
2026+20.29%-0.70%
2025+6.65%+22.21%
2024+19.72%-0.65%
2023+21.48%+5.60%
2022-25.08%-23.09%
2021+17.12%+7.00%
2020+44.03%-7.77%
2019+36.82%+22.46%
2018-4.35%-10.62%
2017+24.87%+26.19%
2016+8.75%+3.10%
2015+0.29%-2.29%
2014+11.58%+3.80%
2013+30.83%+0.80%
2012+14.19%+39.74%
2011-3.74%-17.41%
2010+25.95%+1.64%
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 VNQI Drawdown Comparison

The maximum drawdown for IMCG was -58.96%, occurring on Nov 20, 2008. Recovery took 827 trading sessions.

The maximum drawdown for VNQI was -38.35%, occurring on Mar 23, 2020. Recovery took 344 trading sessions.

The current VNQI drawdown is -9.97%.

RankIMCGVNQI
#1-58.96%
Oct 31, 2007 - Feb 11, 2011
-38.35%
Jan 17, 2020 - Jun 1, 2021
#2-35.08%
Nov 16, 2021 - Oct 14, 2024
-35.77%
Jun 10, 2021 - Feb 9, 2026
#3-34.05%
Feb 19, 2020 - Jun 1, 2020
-24.53%
May 2, 2011 - Sep 12, 2012
#4-25.77%
Jul 7, 2011 - Jan 4, 2013
-21.53%
May 15, 2015 - May 15, 2017
#5-24.44%
Apr 23, 2015 - Jan 25, 2017
-18.53%
May 3, 2013 - Apr 6, 2015
#6-23.65%
Sep 4, 2018 - Mar 21, 2019
-18.18%
Jan 26, 2018 - Nov 4, 2019
#7-21.91%
Dec 6, 2024 - Jul 3, 2025
-14.78%
Feb 26, 2026 - Mar 27, 2026
#8-16.52%
May 9, 2006 - Jan 31, 2007
-10.16%
Nov 4, 2010 - Apr 21, 2011
#9-14.23%
Feb 12, 2021 - Jul 9, 2021
-3.56%
May 4, 2015 - May 15, 2015
#10-11.79%
Jul 2, 2004 - Oct 1, 2004
-3.54%
Nov 4, 2019 - Dec 20, 2019
#11-10.54%
Jul 19, 2007 - Oct 1, 2007
-3.40%
Nov 6, 2012 - Nov 28, 2012
#12-10.17%
Feb 26, 2026 - Apr 13, 2026
-3.18%
Jun 7, 2017 - Jul 19, 2017
#13-9.88%
Sep 3, 2014 - Nov 3, 2014
-3.14%
Feb 1, 2013 - Mar 1, 2013
#14-9.26%
Jan 26, 2018 - Mar 9, 2018
-2.48%
Sep 18, 2017 - Oct 13, 2017
#15-9.20%
Sep 2, 2020 - Oct 8, 2020
-2.22%
Apr 12, 2013 - Apr 19, 2013

Correlation

Correlation between IMCG and VNQI is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.70
-101

Dividend Comparison (2004 - 2026)

IMCG vs VNQI dividend yield comparison.

YearIMCGVNQI
20260.23%0.00%
20250.78%4.70%
20240.78%5.16%
20230.85%3.74%
20220.91%0.57%
20210.41%6.48%
20200.09%0.93%
20190.30%7.58%
20180.35%4.62%
20170.45%3.86%
20160.52%5.18%
20150.38%2.86%
20140.60%4.11%
20130.37%3.27%
20120.80%5.58%
20110.25%3.28%
20100.33%0.88%
20090.28%0.00%
20080.45%0.00%
20070.24%0.00%
20060.46%0.00%
20050.12%0.00%
20040.01%0.00%

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