ISCG vs GIGB

Comparison between ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF (ISCG, ETF) and GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF (GIGB, ETF).

5-Year PerformanceISCG has outperformed GIGB, delivering a return of +6.7% compared to -0.2%

ISCG vs GIGB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ISCG(ETF)	GIGB(ETF)
Net Assets	$971M	$971M
Expense Ratio	0.06%	0.08%
Max Drawdown	58.03%	26.20%
Sharpe Ratio	1.20	-0.41
5Y Beta	1.13	0.13
P/E Ratio	66.45	N/A
Forward P/E	21.54	N/A
5Y Dividends CAGR	30.69%	8.70%
5Y EPS CAGR	14.17%	N/A
Debt to Equity	165.40%	N/A
P/S Ratio	2.33	N/A
P/B Ratio	3.85	N/A

Net Assets

ISCG

$971M

Winner

GIGB

$971M

Expense Ratio

Winner

ISCG

0.06%

GIGB

0.08%

Max Drawdown

ISCG

58.03%

Winner

GIGB

26.20%

Sharpe Ratio

Winner

ISCG

1.20

GIGB

-0.41

5Y Beta

ISCG

1.13

Winner

GIGB

0.13

P/E Ratio

ISCG

66.45

GIGB

N/A

Forward P/E

ISCG

21.54

GIGB

N/A

5Y Dividends CAGR

Winner

ISCG

30.69%

GIGB

8.70%

5Y EPS CAGR

ISCG

14.17%

GIGB

N/A

Debt to Equity

ISCG

165.40%

GIGB

N/A

P/S Ratio

ISCG

2.33

GIGB

N/A

P/B Ratio

ISCG

3.85

GIGB

N/A

ISCG vs GIGB - Historical Returns

Returns include dividend reinvestment.

Period	ISCG	GIGB
1 month	+2.54%	-0.27%
3 months	+6.40%	-0.38%
6 months	+10.78%	-1.82%
1 year	+27.31%	+2.28%
5 years(CAGR)	+6.70%	-0.24%
10 years(CAGR)	+11.26%	+2.33%
Max(CAGR)	+9.61%	+2.33%

Winner

ISCG

+2.54%

GIGB

-0.27%

Winner

ISCG

+6.40%

GIGB

-0.38%

Winner

ISCG

+10.78%

GIGB

-1.82%

Winner

ISCG

+27.31%

GIGB

+2.28%

5Y(CAGR)

Winner

ISCG

+6.70%

GIGB

-0.24%

10Y(CAGR)

Winner

ISCG

+11.26%

GIGB

+2.33%

Max(CAGR)

Winner

ISCG

+9.61%

GIGB

+2.33%

ISCG vs GIGB - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	ISCG	GIGB
2026	+16.25%	-0.35%
2025	+12.81%	+7.46%
2024	+14.87%	+2.27%
2023	+23.65%	+8.15%
2022	-27.38%	-15.06%
2021	+0.42%	-1.24%
2020	+42.48%	+9.59%
2019	+28.07%	+15.00%
2018	-7.54%	-2.38%
2017	+24.76%	+2.44%
2016	+12.44%	N/A
2015	+1.02%	N/A
2014	+3.78%	N/A
2013	+38.12%	N/A
2012	+13.44%	N/A
2011	-2.86%	N/A
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 GIGB Drawdown Comparison

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

The maximum drawdown for GIGB was -22.25%, occurring on Oct 20, 2022. Recovery took 1104 trading sessions.

The current ISCG drawdown is -1.88%. The current GIGB drawdown is -1.96%.

Rank	ISCG	GIGB
#1	-57.72% Oct 9, 2007 - Jan 14, 2011	-22.25% Sep 22, 2021 - Feb 17, 2026
#2	-41.47% Feb 9, 2021 - Oct 27, 2025	-19.64% Mar 6, 2020 - Jun 10, 2020
#3	-37.17% Feb 19, 2020 - Jul 15, 2020	-5.78% Dec 31, 2020 - Aug 4, 2021
#4	-28.27% Sep 13, 2018 - Jan 13, 2020	-4.30% Dec 29, 2017 - Jan 31, 2019
#5	-27.73% Jun 23, 2015 - Dec 8, 2016	-2.98% Aug 6, 2020 - Dec 30, 2020
#6	-27.37% Jul 7, 2011 - Sep 6, 2012	-2.87% Feb 26, 2026 - Mar 27, 2026
#7	-18.66% May 5, 2006 - Feb 20, 2007	-2.55% Aug 28, 2019 - Oct 4, 2019
#8	-15.25% Jul 7, 2004 - Nov 3, 2004	-1.57% Aug 4, 2021 - Sep 22, 2021
#9	-13.16% Dec 29, 2004 - Jul 11, 2005	-1.40% Oct 4, 2019 - Nov 26, 2019
#10	-12.93% Mar 4, 2014 - Feb 5, 2015	-1.23% Jul 3, 2019 - Aug 1, 2019
#11	-11.43% Jan 22, 2026 - Apr 17, 2026	-1.02% Jun 10, 2020 - Jun 15, 2020
#12	-11.11% Sep 14, 2012 - Jan 7, 2013	-0.99% Sep 7, 2017 - Nov 22, 2017
#13	-9.44% Apr 29, 2011 - Jul 7, 2011	-0.92% Jun 26, 2017 - Jul 18, 2017
#14	-9.21% Jul 13, 2007 - Oct 1, 2007	-0.70% Dec 15, 2017 - Dec 29, 2017
#15	-8.65% Feb 23, 2007 - Apr 13, 2007	-0.65% Aug 3, 2017 - Aug 31, 2017

Correlation

Correlation between ISCG and GIGB is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79

-101

Dividend Comparison (2005 - 2026)

ISCG vs GIGB dividend yield comparison.

Year	ISCG	GIGB
2026	0.27%	2.71%
2025	0.61%	4.69%
2024	0.84%	4.45%
2023	0.77%	3.67%
2022	0.92%	3.12%
2021	0.62%	2.25%
2020	0.10%	2.62%
2019	0.27%	3.22%
2018	0.40%	3.31%
2017	0.52%	1.55%
2016	1.19%	0.00%
2015	0.64%	0.00%
2014	0.56%	0.00%
2013	0.53%	0.00%
2012	1.36%	0.00%
2011	0.31%	0.00%
2010	0.24%	0.00%
2009	0.09%	0.00%
2008	0.75%	0.00%
2007	0.19%	0.00%
2006	0.00%	0.00%
2005	0.01%	0.00%