MOFG vs BTX

Comparison between MidWestOne Financial Group Inc (MOFG, Company) and BlackRock Innovation and Growth Term Trust (BTX, Company).

Both MOFG and BTX are from the Financial Services sector.

5-Year PerformanceMOFG has outperformed BTX, delivering a return of +13.0% compared to -6.3%

MOFG vs BTX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MOFG(COMPANY)	BTX(COMPANY)
Market Cap	$1.02B	$1.02B
Max Drawdown	64.16%	76.03%
Sharpe Ratio	1.33	1.27
5Y Beta	0.83	1.21
Industry	Banks - Regional	Asset Management
P/E Ratio	17.50	28.15
Forward P/E	11.95	N/A
PEG Ratio	2.52	0.00
Dividend Yield	2.01%	N/A
5Y Dividends CAGR	6.62%	N/A
5Y EPS CAGR	69.63%	N/A
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	7.75%	-1.70%
P/S Ratio	4.59	89.34
P/B Ratio	1.68	1.12

Market Cap

MOFG

$1.02B

Winner

BTX

$1.02B

Max Drawdown

Winner

MOFG

64.16%

BTX

76.03%

Sharpe Ratio

Winner

MOFG

1.33

BTX

1.27

5Y Beta

Winner

MOFG

0.83

BTX

1.21

Industry

MOFG

Banks - Regional

BTX

Asset Management

P/E Ratio

Winner

MOFG

17.50

BTX

28.15

Forward P/E

MOFG

11.95

BTX

N/A

PEG Ratio

MOFG

2.52

Winner

BTX

0.00

Dividend Yield

MOFG

2.01%

BTX

N/A

5Y Dividends CAGR

MOFG

6.62%

BTX

N/A

5Y EPS CAGR

MOFG

69.63%

BTX

N/A

Debt to Equity

MOFG

0.00%

BTX

0.00%

Free Cash Flow Yield

Winner

MOFG

7.75%

BTX

-1.70%

P/S Ratio

Winner

MOFG

4.59

BTX

89.34

P/B Ratio

MOFG

1.68

Winner

BTX

1.12

MOFG vs BTX - Historical Returns

Returns include dividend reinvestment.

Period	MOFG	BTX
1 month	+0.00%	+8.03%
3 months	+0.00%	+36.77%
6 months	+21.74%	+35.07%
1 year	+79.03%	+36.78%
5 years(CAGR)	+13.05%	-6.26%
10 years(CAGR)	+8.36%	N/A
Max(CAGR)	+8.74%	-5.63%

MOFG

+0.00%

Winner

BTX

+8.03%

MOFG

+0.00%

Winner

BTX

+36.77%

MOFG

+21.74%

Winner

BTX

+35.07%

Winner

MOFG

+79.03%

BTX

+36.78%

5Y(CAGR)

Winner

MOFG

+13.05%

BTX

-6.26%

10Y(CAGR)

MOFG

+8.36%

BTX

N/A

Max(CAGR)

Winner

MOFG

+8.74%

BTX

-5.63%

MOFG vs BTX - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	MOFG	BTX
2026	+30.28%	+35.63%
2025	+39.29%	+0.51%
2024	+12.11%	+15.41%
2023	-11.39%	+18.15%
2022	+0.62%	-49.26%
2021	+35.89%	-24.44%
2020	-28.93%	N/A
2019	+48.05%	N/A
2018	-23.59%	N/A
2017	-8.86%	N/A
2016	+36.11%	N/A
2015	+9.79%	N/A
2014	+8.66%	N/A
2013	+27.66%	N/A
2012	+40.11%	N/A
2011	-3.42%	N/A
2010	+77.07%	N/A
2009	-8.15%	N/A
2008	-41.11%	N/A

MOFG vs BTX Drawdown Comparison

The maximum drawdown for MOFG was -62.07%, occurring on Mar 9, 2009. Recovery took 1006 trading sessions.

The maximum drawdown for BTX was -67.27%, occurring on Dec 28, 2022. This drawdown has not yet recovered.

The current BTX drawdown is -35.51%.

Rank	MOFG	BTX
#1	-62.07% Feb 4, 2008 - Jan 31, 2012	-67.27% Apr 16, 2021 - Dec 28, 2022
#2	-55.94% Dec 18, 2019 - Nov 4, 2022	-0.27% Apr 9, 2021 - Apr 13, 2021
#3	-47.23% Nov 10, 2022 - Nov 11, 2024	N/A
#4	-35.13% Dec 20, 2016 - Dec 16, 2019	N/A
#5	-23.86% Dec 5, 2024 - Oct 24, 2025	N/A
#6	-23.42% Jul 17, 2015 - Nov 11, 2016	N/A
#7	-20.30% Dec 24, 2013 - Dec 2, 2014	N/A
#8	-17.09% Jul 25, 2013 - Dec 24, 2013	N/A
#9	-14.82% Jul 17, 2012 - Jan 22, 2013	N/A
#10	-13.36% May 7, 2012 - Jun 19, 2012	N/A
#11	-8.84% Dec 11, 2025 - Jan 15, 2026	N/A
#12	-8.78% Oct 24, 2025 - Nov 25, 2025	N/A
#13	-8.41% Jun 21, 2012 - Jul 5, 2012	N/A
#14	-6.79% Feb 1, 2013 - Apr 24, 2013	N/A
#15	-4.48% Dec 9, 2014 - Dec 29, 2014	N/A

Correlation

Correlation between MOFG and BTX is 0.14 which considered as a very weak or no correlation - the stocks move independently of each other.

0.14

-101

Dividend Comparison (2008 - 2026)

MOFG vs BTX dividend yield comparison.

Year	MOFG	BTX
2026	0.49%	3.00%
2025	2.52%	13.68%
2024	3.33%	11.21%
2023	3.60%	10.45%
2022	2.99%	14.54%
2021	2.78%	4.81%
2020	3.59%	0.00%
2019	2.24%	0.00%
2018	3.14%	0.00%
2017	2.00%	0.00%
2016	1.70%	0.00%
2015	1.97%	0.00%
2014	2.01%	0.00%
2013	1.84%	0.00%
2012	1.76%	0.00%
2011	1.50%	0.00%
2010	1.32%	0.00%
2009	3.46%	0.00%
2008	4.62%	0.00%