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MUNI vs ILCG

Comparison between PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND (MUNI, ETF) and ISHARES MORNINGSTAR GROWTH ETF (ILCG, ETF).

5-Year PerformanceILCG has outperformed MUNI, delivering a return of +12.5% compared to +1.2%

MUNI vs ILCG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MUNI
$3.10B
Winner
ILCG
$3.20B
Expense Ratio
MUNI
0.35%
Winner
ILCG
0.04%
Max Drawdown
Winner
MUNI
13.40%
ILCG
53.23%
Sharpe Ratio
MUNI
0.74
Winner
ILCG
0.88
5Y Beta
Winner
MUNI
0.05
ILCG
1.25
P/E Ratio
MUNI
N/A
ILCG
38.22
Forward P/E
MUNI
N/A
ILCG
25.94
PEG Ratio
MUNI
N/A
ILCG
0.26
5Y Dividends CAGR
MUNI
12.12%
Winner
ILCG
24.34%
5Y EPS CAGR
MUNI
N/A
ILCG
40.17%
Debt to Equity
MUNI
N/A
ILCG
38.59%
P/S Ratio
MUNI
N/A
ILCG
6.24
P/B Ratio
MUNI
N/A
ILCG
10.36

MUNI vs ILCG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
MUNI
-0.04%
ILCG
-1.26%
3M
MUNI
+0.40%
Winner
ILCG
+10.29%
6M
MUNI
+0.71%
Winner
ILCG
+11.19%
1Y
MUNI
+5.54%
Winner
ILCG
+19.41%
5Y(CAGR)
MUNI
+1.17%
Winner
ILCG
+12.54%
10Y(CAGR)
MUNI
+2.06%
Winner
ILCG
+17.66%
Max(CAGR)
MUNI
+2.74%
Winner
ILCG
+11.74%

MUNI vs ILCG - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearMUNIILCG
2026+1.26%+11.52%
2025+4.61%+16.68%
2024+1.60%+35.11%
2023+5.98%+41.82%
2022-6.69%-32.14%
2021+0.64%+25.79%
2020+4.77%+36.78%
2019+6.95%+33.35%
2018+1.10%+1.05%
2017+4.72%+29.73%
2016-0.48%+3.62%
2015+2.66%+7.61%
2014+5.58%+15.21%
2013-2.51%+28.28%
2012+4.73%+15.97%
2011+8.18%+0.62%
2010+3.95%+10.84%
2009-0.37%+39.28%
2008N/A-41.24%
2007N/A+12.26%
2006N/A+3.17%
2005N/A+4.03%
2004N/A+1.19%

MUNI vs ILCG Drawdown Comparison

The maximum drawdown for MUNI was -11.15%, occurring on Oct 25, 2022. Recovery took 766 trading sessions.

The maximum drawdown for ILCG was -52.99%, occurring on Nov 20, 2008. Recovery took 1082 trading sessions.

The current MUNI drawdown is -0.69%. The current ILCG drawdown is -3.41%.

RankMUNIILCG
#1-11.15%
Jul 19, 2021 - Aug 5, 2024
-52.99%
Oct 31, 2007 - Feb 16, 2012
#2-10.81%
Mar 9, 2020 - Jul 16, 2020
-35.38%
Nov 19, 2021 - Feb 7, 2024
#3-6.25%
May 2, 2013 - Aug 11, 2014
-31.61%
Feb 19, 2020 - Jun 8, 2020
#4-5.09%
Aug 23, 2016 - Aug 14, 2017
-23.10%
Jan 23, 2025 - Jun 24, 2025
#5-4.13%
Aug 31, 2010 - May 18, 2011
-20.71%
Oct 1, 2018 - Apr 3, 2019
#6-3.67%
Feb 28, 2025 - Sep 5, 2025
-16.14%
Jul 20, 2015 - Jan 6, 2017
#7-2.70%
Jan 30, 2015 - Dec 1, 2015
-15.65%
Oct 29, 2025 - Apr 22, 2026
#8-2.29%
Feb 27, 2026 - Mar 26, 2026
-12.99%
Feb 12, 2021 - Apr 26, 2021
#9-2.27%
Oct 2, 2024 - Dec 6, 2024
-12.94%
Jan 11, 2006 - Nov 15, 2006
#10-2.26%
Dec 6, 2024 - Feb 26, 2025
-12.81%
Jul 10, 2024 - Oct 9, 2024
#11-2.25%
Sep 22, 2011 - Dec 6, 2011
-11.59%
Sep 2, 2020 - Dec 4, 2020
#12-1.99%
Dec 5, 2012 - May 1, 2013
-9.91%
Apr 3, 2012 - Aug 17, 2012
#13-1.80%
Sep 8, 2017 - Aug 15, 2018
-9.54%
Jan 26, 2018 - Mar 12, 2018
#14-1.73%
Feb 11, 2021 - Jun 9, 2021
-9.54%
Sep 19, 2012 - Feb 19, 2013
#15-1.66%
Mar 12, 2010 - May 21, 2010
-9.27%
Jul 2, 2004 - Dec 2, 2004

Correlation

Correlation between MUNI and ILCG is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (2004 - 2026)

MUNI vs ILCG dividend yield comparison.

YearMUNIILCG
20261.65%0.16%
20253.26%0.47%
20243.50%0.50%
20233.09%0.69%
20222.13%0.75%
20211.62%0.34%
20201.92%0.28%
20192.44%0.54%
20182.38%0.81%
20172.37%0.89%
20162.37%0.95%
20152.20%0.99%
20141.91%0.87%
20132.30%0.94%
20122.27%1.27%
20112.33%0.92%
20102.54%0.74%
20090.09%0.83%
20080.00%0.97%
20070.00%0.46%
20060.00%0.45%
20050.00%0.36%
20040.00%1.28%

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