SCMB vs IMCG

Comparison between SCHWAB MUNICIPAL BOND ETF (SCMB, ETF) and ISHARES MORNINGSTAR MID-CAP GROWTH ETF (IMCG, ETF).

SCMB vs IMCG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCMB(ETF)	IMCG(ETF)
Net Assets	$4B	$4B
Expense Ratio	0.03%	0.06%
Max Drawdown	7.77%	59.05%
Sharpe Ratio	0.81	0.95
5Y Beta	0.03	1.03
P/E Ratio	N/A	38.85
Forward P/E	N/A	26.62
PEG Ratio	N/A	0.17
5Y Dividends CAGR	N/A	40.86%
5Y EPS CAGR	N/A	13.74%
Debt to Equity	N/A	49.56%
P/S Ratio	N/A	3.05
P/B Ratio	N/A	6.39

Net Assets

SCMB

$4B

IMCG

$4B

Expense Ratio

Winner

SCMB

0.03%

IMCG

0.06%

Max Drawdown

Winner

SCMB

7.77%

IMCG

59.05%

Sharpe Ratio

SCMB

0.81

Winner

IMCG

0.95

5Y Beta

Winner

SCMB

0.03

IMCG

1.03

P/E Ratio

SCMB

N/A

IMCG

38.85

Forward P/E

SCMB

N/A

IMCG

26.62

PEG Ratio

SCMB

N/A

IMCG

0.17

5Y Dividends CAGR

SCMB

N/A

IMCG

40.86%

5Y EPS CAGR

SCMB

N/A

IMCG

13.74%

Debt to Equity

SCMB

N/A

IMCG

49.56%

P/S Ratio

SCMB

N/A

IMCG

3.05

P/B Ratio

SCMB

N/A

IMCG

6.39

SCMB vs IMCG - Historical Returns

Returns include dividend reinvestment.

Period	SCMB	IMCG
1 month	+0.10%	-0.51%
3 months	+0.72%	+13.01%
6 months	+0.55%	+15.81%
1 year	+6.47%	+21.34%
5 years(CAGR)	N/A	+8.03%
10 years(CAGR)	N/A	+14.24%
Max(CAGR)	+3.96%	+11.47%

Winner

SCMB

+0.10%

IMCG

-0.51%

SCMB

+0.72%

Winner

IMCG

+13.01%

SCMB

+0.55%

Winner

IMCG

+15.81%

SCMB

+6.47%

Winner

IMCG

+21.34%

5Y(CAGR)

SCMB

N/A

IMCG

+8.03%

10Y(CAGR)

SCMB

N/A

IMCG

+14.24%

Max(CAGR)

SCMB

+3.96%

Winner

IMCG

+11.47%

SCMB vs IMCG - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	SCMB	IMCG
2026	+1.25%	+19.68%
2025	+3.34%	+6.65%
2024	+1.10%	+19.72%
2023	+5.70%	+21.48%
2022	+3.05%	-25.08%
2021	N/A	+17.12%
2020	N/A	+44.03%
2019	N/A	+36.82%
2018	N/A	-4.35%
2017	N/A	+24.87%
2016	N/A	+8.75%
2015	N/A	+0.29%
2014	N/A	+11.58%
2013	N/A	+30.83%
2012	N/A	+14.19%
2011	N/A	-3.74%
2010	N/A	+25.95%
2009	N/A	+36.47%
2008	N/A	-45.99%
2007	N/A	+20.06%
2006	N/A	+7.72%
2005	N/A	+18.32%
2004	N/A	+14.09%

SCMB vs IMCG Drawdown Comparison

The maximum drawdown for SCMB was -6.13%, occurring on Oct 30, 2023. Recovery took 162 trading sessions.

The maximum drawdown for IMCG was -58.96%, occurring on Nov 20, 2008. Recovery took 827 trading sessions.

The current SCMB drawdown is -0.66%. The current IMCG drawdown is -1.97%.

Rank	SCMB	IMCG
#1	-6.13% Apr 12, 2023 - Dec 1, 2023	-58.96% Oct 31, 2007 - Feb 11, 2011
#2	-4.75% Dec 4, 2024 - Sep 11, 2025	-35.08% Nov 16, 2021 - Oct 14, 2024
#3	-3.23% Feb 2, 2023 - Apr 6, 2023	-34.05% Feb 19, 2020 - Jun 1, 2020
#4	-2.92% Feb 27, 2026 - Jul 6, 2026	-25.77% Jul 7, 2011 - Jan 4, 2013
#5	-2.55% Oct 1, 2024 - Dec 3, 2024	-24.44% Apr 23, 2015 - Jan 25, 2017
#6	-2.25% Feb 1, 2024 - Jul 16, 2024	-23.65% Sep 4, 2018 - Mar 21, 2019
#7	-2.09% Oct 12, 2022 - Nov 10, 2022	-21.91% Dec 6, 2024 - Jul 3, 2025
#8	-1.25% Dec 29, 2023 - Feb 1, 2024	-16.52% May 9, 2006 - Jan 31, 2007
#9	-1.05% Dec 14, 2022 - Jan 6, 2023	-14.23% Feb 12, 2021 - Jul 9, 2021
#10	-0.94% Aug 5, 2024 - Sep 6, 2024	-11.79% Jul 2, 2004 - Oct 1, 2004
#11	-0.66% Jul 6, 2026 - Jul 15, 2026	-10.54% Jul 19, 2007 - Oct 1, 2007
#12	-0.58% Sep 17, 2025 - Oct 10, 2025	-10.17% Feb 26, 2026 - Apr 13, 2026
#13	-0.50% Nov 11, 2025 - Dec 29, 2025	-9.88% Sep 3, 2014 - Nov 3, 2014
#14	-0.50% Jan 16, 2026 - Feb 5, 2026	-9.26% Jan 26, 2018 - Mar 9, 2018
#15	-0.38% Oct 24, 2025 - Nov 11, 2025	-9.20% Sep 2, 2020 - Oct 8, 2020

Correlation

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

0.91

-101

Dividend Comparison (2004 - 2026)

SCMB vs IMCG dividend yield comparison.

Year	SCMB	IMCG
2026	1.75%	0.23%
2025	3.36%	0.78%
2024	3.34%	0.78%
2023	3.10%	0.85%
2022	0.59%	0.91%
2021	0.00%	0.41%
2020	0.00%	0.09%
2019	0.00%	0.30%
2018	0.00%	0.35%
2017	0.00%	0.45%
2016	0.00%	0.52%
2015	0.00%	0.38%
2014	0.00%	0.60%
2013	0.00%	0.37%
2012	0.00%	0.80%
2011	0.00%	0.25%
2010	0.00%	0.33%
2009	0.00%	0.28%
2008	0.00%	0.45%
2007	0.00%	0.24%
2006	0.00%	0.46%
2005	0.00%	0.12%
2004	0.00%	0.01%