IMCG vs XT
Comparison between ISHARES MORNINGSTAR MID-CAP GROWTH ETF (IMCG, ETF) and ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF (XT, ETF).
5-Year PerformanceIMCG has outperformed XT, delivering a return of +8.0% compared to +7.5%
IMCG vs XT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IMCG
$4B
XT
$4B
Expense Ratio
Winner
IMCG
0.06%
XT
0.46%
Max Drawdown
IMCG
59.05%
Winner
XT
34.97%
Sharpe Ratio
IMCG
0.95
Winner
XT
1.58
5Y Beta
Winner
IMCG
1.03
XT
1.07
P/E Ratio
Winner
IMCG
38.85
XT
39.28
Forward P/E
IMCG
26.62
Winner
XT
25.15
PEG Ratio
IMCG
0.17
XT
N/A
5Y Dividends CAGR
IMCG
40.86%
Winner
XT
52.63%
5Y EPS CAGR
IMCG
13.74%
Winner
XT
22.29%
Debt to Equity
Winner
IMCG
49.56%
XT
50.81%
P/S Ratio
Winner
IMCG
3.05
XT
7.46
P/B Ratio
Winner
IMCG
6.39
XT
7.45
IMCG vs XT - Holdings Comparison
IMCG and XT have 31 common holdings. Overlap is 8.85%
IMCG's top 25 holdings weight is 25.32%. XT's top 25 holdings weight is 58.61%.
| Rank | IMCG | XT |
|---|---|---|
| #1 | FORTINET INC (FTNT) - 1.32% | ELI LILLY AND CO (LLY) - 4.08% |
| #2 | CUMMINS INC (CMI) - 1.24% | TESLA INC (TSLA) - 4.02% |
| #3 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.19% | TEXAS INSTRUMENTS INC (TXN) - 4.00% |
| #4 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.19% | NVIDIA CORP (NVDA) - 3.74% |
| #5 | n/a (DELL) - 1.18% | JOHNSON & JOHNSON (JNJ) - 3.24% |
| #6 | CLOUDFLARE INC (NET) - 1.17% | MICROSOFT CORP (MSFT) - 3.12% |
| #7 | n/a (JCI) - 1.16% | ANALOG DEVICES INC (ADI) - 3.10% |
| #8 | FREEPORT-MCMORAN INC (FCX) - 1.11% | PALO ALTO NETWORKS INC (PANW) - 2.70% |
| #9 | DATADOG INC CLASS A (DDOG) - 1.10% | AMAZON.COM INC (AMZN) - 2.66% |
| #10 | AON PLC CLASS A (AON) - 1.04% | ABBVIE INC (ABBV) - 2.37% |
| #11 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.00% | ALPHABET INC CLASS A (GOOGL) - 2.24% |
| #12 | MOODYS CORP (MCO) - 0.99% | MURATA MANUFACTURING CO LTD (n/a) - 2.19% |
| #13 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 0.96% | BROADCOM INC (AVGO) - 2.04% |
| #14 | ROYAL CARIBBEAN GROUP (RCL) - 0.95% | INFINEON TECHNOLOGIES AG (n/a) - 1.99% |
| #15 | O'REILLY AUTOMOTIVE INC (ORLY) - 0.95% | n/a (n/a) - 1.95% |
| #16 | MOTOROLA SOLUTIONS INC (MSI) - 0.95% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.91% |
| #17 | TRANSDIGM GROUP INC (TDG) - 0.94% | NOVARTIS AG REGISTERED SHARES (n/a) - 1.67% |
| #18 | ECOLAB INC (ECL) - 0.93% | MERCK & CO INC (MRK) - 1.67% |
| #19 | BLOOM ENERGY CORP CLASS A (BE) - 0.91% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.62% |
| #20 | MONSTER BEVERAGE CORP (MNST) - 0.88% | ASTRAZENECA PLC (AZN) - 1.60% |
| #21 | CIENA CORP (CIEN) - 0.84% | IBERDROLA SA (n/a) - 1.41% |
| #22 | CINTAS CORP (CTAS) - 0.84% | META PLATFORMS INC CLASS A (META) - 1.37% |
| #23 | BANK OF NEW YORK MELLON CORP (BNY) - 0.83% | MICRON TECHNOLOGY INC (MU) - 1.37% |
| #24 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.83% | INTUITIVE SURGICAL INC (ISRG) - 1.32% |
| #25 | CSX CORP (CSX) - 0.82% | CISCO SYSTEMS INC (CSCO) - 1.23% |
| Total Holdings | 263 | 222 |
IMCG vs XT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IMCG
-0.51%
XT
-0.80%
3M
Winner
IMCG
+13.01%
XT
+11.99%
6M
Winner
IMCG
+15.81%
XT
+14.03%
1Y
IMCG
+21.34%
Winner
XT
+34.90%
5Y(CAGR)
Winner
IMCG
+8.03%
XT
+7.52%
10Y(CAGR)
IMCG
+14.24%
Winner
XT
+14.36%
Max(CAGR)
IMCG
+11.47%
Winner
XT
+12.57%
IMCG vs XT - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | IMCG | XT |
|---|---|---|
| 2026 | +19.68% | +16.76% |
| 2025 | +6.65% | +26.40% |
| 2024 | +19.72% | +2.22% |
| 2023 | +21.48% | +26.79% |
| 2022 | -25.08% | -28.20% |
| 2021 | +17.12% | +16.59% |
| 2020 | +44.03% | +33.53% |
| 2019 | +36.82% | +30.61% |
| 2018 | -4.35% | -6.17% |
| 2017 | +24.87% | +32.97% |
| 2016 | +8.75% | +11.61% |
| 2015 | +0.29% | -2.29% |
| 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 XT Drawdown Comparison
The maximum drawdown for IMCG was -58.96%, occurring on Nov 20, 2008. Recovery took 827 trading sessions.
The maximum drawdown for XT was -34.40%, occurring on Oct 14, 2022. Recovery took 908 trading sessions.
The current IMCG drawdown is -1.97%. The current XT drawdown is -2.68%.
| Rank | IMCG | XT |
|---|---|---|
| #1 | -58.96% Oct 31, 2007 - Feb 11, 2011 | -34.40% Nov 16, 2021 - Jul 2, 2025 |
| #2 | -35.08% Nov 16, 2021 - Oct 14, 2024 | -32.21% Feb 19, 2020 - Jul 2, 2020 |
| #3 | -34.05% Feb 19, 2020 - Jun 1, 2020 | -19.47% Jun 22, 2015 - Aug 5, 2016 |
| #4 | -25.77% Jul 7, 2011 - Jan 4, 2013 | -18.90% Aug 29, 2018 - Apr 3, 2019 |
| #5 | -24.44% Apr 23, 2015 - Jan 25, 2017 | -10.45% Jan 28, 2026 - Apr 16, 2026 |
| #6 | -23.65% Sep 4, 2018 - Mar 21, 2019 | -9.55% Jan 26, 2018 - Aug 7, 2018 |
| #7 | -21.91% Dec 6, 2024 - Jul 3, 2025 | -9.31% Feb 12, 2021 - Apr 26, 2021 |
| #8 | -16.52% May 9, 2006 - Jan 31, 2007 | -8.11% Apr 8, 2019 - Jul 1, 2019 |
| #9 | -14.23% Feb 12, 2021 - Jul 9, 2021 | -7.30% Sep 3, 2021 - Nov 4, 2021 |
| #10 | -11.79% Jul 2, 2004 - Oct 1, 2004 | -7.29% Oct 12, 2020 - Nov 5, 2020 |
| #11 | -10.54% Jul 19, 2007 - Oct 1, 2007 | -7.16% Sep 2, 2020 - Oct 9, 2020 |
| #12 | -10.17% Feb 26, 2026 - Apr 13, 2026 | -7.03% Jul 24, 2019 - Oct 25, 2019 |
| #13 | -9.88% Sep 3, 2014 - Nov 3, 2014 | -6.92% Jun 2, 2026 - Jun 10, 2026 |
| #14 | -9.26% Jan 26, 2018 - Mar 9, 2018 | -6.52% Sep 22, 2016 - Dec 7, 2016 |
| #15 | -9.20% Sep 2, 2020 - Oct 8, 2020 | -6.46% Nov 3, 2025 - Dec 10, 2025 |
Correlation
Correlation between IMCG and XT is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2004 - 2026)
IMCG vs XT dividend yield comparison.
| Year | IMCG | XT |
|---|---|---|
| 2026 | 0.23% | 0.44% |
| 2025 | 0.78% | 7.95% |
| 2024 | 0.78% | 0.66% |
| 2023 | 0.85% | 0.41% |
| 2022 | 0.91% | 0.78% |
| 2021 | 0.41% | 0.84% |
| 2020 | 0.09% | 0.77% |
| 2019 | 0.30% | 1.55% |
| 2018 | 0.35% | 1.40% |
| 2017 | 0.45% | 0.97% |
| 2016 | 0.52% | 1.37% |
| 2015 | 0.38% | 1.34% |
| 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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