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ISCG vs BCX

Comparison between ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF (ISCG, ETF) and BlackRock Resources & Commodities Strategy Trust (BCX, ETF).

5-Year PerformanceBCX has outperformed ISCG, delivering a return of +16.2% compared to +6.7%

ISCG vs BCX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
ISCG
$971M
BCX
$968M
Expense Ratio
ISCG
0.06%
BCX
N/A
Max Drawdown
Winner
ISCG
58.03%
BCX
82.29%
Sharpe Ratio
ISCG
1.20
Winner
BCX
1.83
5Y Beta
ISCG
1.13
Winner
BCX
0.55
P/E Ratio
ISCG
66.45
BCX
N/A
Forward P/E
ISCG
21.54
BCX
N/A
5Y Dividends CAGR
Winner
ISCG
30.69%
BCX
13.55%
5Y EPS CAGR
ISCG
14.17%
BCX
N/A
Debt to Equity
ISCG
165.40%
BCX
N/A
P/S Ratio
ISCG
2.33
BCX
N/A
P/B Ratio
ISCG
3.85
BCX
N/A

ISCG vs BCX - Historical Returns

Returns include dividend reinvestment.

1M
ISCG
+2.54%
Winner
BCX
+15.20%
3M
ISCG
+6.40%
Winner
BCX
+11.57%
6M
Winner
ISCG
+10.78%
BCX
+7.27%
1Y
ISCG
+27.31%
Winner
BCX
+47.13%
5Y(CAGR)
ISCG
+6.70%
Winner
BCX
+16.18%
10Y(CAGR)
ISCG
+11.26%
Winner
BCX
+12.88%
Max(CAGR)
Winner
ISCG
+9.61%
BCX
+5.17%

ISCG vs BCX - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearISCGBCX
2026+16.25%+23.38%
2025+12.81%+37.92%
2024+14.87%+2.17%
2023+23.65%-2.90%
2022-27.38%+12.24%
2021+0.42%+32.34%
2020+42.48%-0.73%
2019+28.07%+20.21%
2018-7.54%-23.72%
2017+24.76%+25.52%
2016+12.44%+26.38%
2015+1.02%-20.37%
2014+3.78%-8.86%
2013+38.12%-3.69%
2012+13.44%+3.15%
2011-2.86%-28.96%
2010+28.70%N/A
2009+29.95%N/A
2008-39.16%N/A
2007+11.34%N/A
2006+7.87%N/A
2005+7.65%N/A
2004+11.12%N/A

ISCG vs BCX Drawdown Comparison

The maximum drawdown for ISCG was -57.72%, occurring on Mar 9, 2009. Recovery took 824 trading sessions.

The maximum drawdown for BCX was -62.40%, occurring on Mar 18, 2020. Recovery took 2483 trading sessions.

The current ISCG drawdown is -1.88%.

RankISCGBCX
#1-57.72%
Oct 9, 2007 - Jan 14, 2011
-62.40%
Apr 7, 2011 - Feb 19, 2021
#2-41.47%
Feb 9, 2021 - Oct 27, 2025
-29.22%
Apr 18, 2022 - May 27, 2025
#3-37.17%
Feb 19, 2020 - Jul 15, 2020
-18.81%
Mar 2, 2026 - Aug 21, 2026
#4-28.27%
Sep 13, 2018 - Jan 13, 2020
-15.87%
Jun 14, 2021 - Jan 11, 2022
#5-27.73%
Jun 23, 2015 - Dec 8, 2016
-9.00%
Mar 10, 2022 - Mar 22, 2022
#6-27.37%
Jul 7, 2011 - Sep 6, 2012
-6.79%
Mar 15, 2021 - Apr 30, 2021
#7-18.66%
May 5, 2006 - Feb 20, 2007
-6.16%
Jan 18, 2022 - Feb 9, 2022
#8-15.25%
Jul 7, 2004 - Nov 3, 2004
-5.91%
Jan 29, 2026 - Feb 10, 2026
#9-13.16%
Dec 29, 2004 - Jul 11, 2005
-5.53%
Oct 1, 2025 - Nov 11, 2025
#10-12.93%
Mar 4, 2014 - Feb 5, 2015
-4.97%
Nov 11, 2025 - Nov 26, 2025
#11-11.43%
Jan 22, 2026 - Apr 17, 2026
-4.54%
May 10, 2021 - Jun 11, 2021
#12-11.11%
Sep 14, 2012 - Jan 7, 2013
-4.09%
Mar 25, 2022 - Apr 14, 2022
#13-9.44%
Apr 29, 2011 - Jul 7, 2011
-4.09%
Feb 11, 2026 - Feb 26, 2026
#14-9.21%
Jul 13, 2007 - Oct 1, 2007
-3.91%
Feb 24, 2021 - Mar 2, 2021
#15-8.65%
Feb 23, 2007 - Apr 13, 2007
-3.51%
Feb 11, 2022 - Feb 25, 2022

Correlation

Correlation between ISCG and BCX is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80
-101

Dividend Comparison (2005 - 2026)

ISCG vs BCX dividend yield comparison.

YearISCGBCX
20260.27%4.22%
20250.61%7.62%
20240.84%7.49%
20230.77%7.00%
20220.92%5.52%
20210.62%5.13%
20200.10%7.10%
20190.27%7.67%
20180.40%8.77%
20170.52%6.19%
20161.19%6.98%
20150.64%11.38%
20140.56%9.53%
20130.53%9.50%
20121.36%10.47%
20110.31%7.91%
20100.24%0.00%
20090.09%0.00%
20080.75%0.00%
20070.19%0.00%
20060.00%0.00%
20050.01%0.00%

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