SUSA vs IMCG
Comparison between ISHARES ESG OPTIMIZED MSCI USA ETF (SUSA, ETF) and ISHARES MORNINGSTAR MID-CAP GROWTH ETF (IMCG, ETF).
5-Year PerformanceSUSA has outperformed IMCG, delivering a return of +11.2% compared to +8.0%
SUSA vs IMCG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SUSA
$4B
IMCG
$4B
Expense Ratio
SUSA
0.25%
Winner
IMCG
0.06%
Max Drawdown
Winner
SUSA
54.94%
IMCG
59.05%
Sharpe Ratio
Winner
SUSA
1.36
IMCG
0.95
5Y Beta
Winner
SUSA
0.95
IMCG
1.03
P/E Ratio
Winner
SUSA
30.05
IMCG
38.85
Forward P/E
Winner
SUSA
22.04
IMCG
26.62
PEG Ratio
SUSA
0.47
Winner
IMCG
0.17
5Y Dividends CAGR
SUSA
5.99%
Winner
IMCG
40.86%
5Y EPS CAGR
Winner
SUSA
26.12%
IMCG
13.74%
Debt to Equity
Winner
SUSA
27.25%
IMCG
49.56%
P/S Ratio
SUSA
3.72
Winner
IMCG
3.05
P/B Ratio
SUSA
6.53
Winner
IMCG
6.39
SUSA vs IMCG - Holdings Comparison
SUSA and IMCG have 74 common holdings. Overlap is 18.05%
SUSA's top 25 holdings weight is 48.27%. IMCG's top 25 holdings weight is 25.32%.
| Rank | SUSA | IMCG |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.19% | FORTINET INC (FTNT) - 1.32% |
| #2 | APPLE INC (AAPL) - 6.32% | CUMMINS INC (CMI) - 1.24% |
| #3 | MICROSOFT CORP (MSFT) - 3.99% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.19% |
| #4 | ALPHABET INC CLASS C (GOOG) - 3.41% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.19% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.62% | n/a (DELL) - 1.18% |
| #6 | BROADCOM INC (AVGO) - 2.57% | CLOUDFLARE INC (NET) - 1.17% |
| #7 | TESLA INC (TSLA) - 1.84% | n/a (JCI) - 1.16% |
| #8 | MICRON TECHNOLOGY INC (MU) - 1.72% | FREEPORT-MCMORAN INC (FCX) - 1.11% |
| #9 | ADVANCED MICRO DEVICES INC (AMD) - 1.51% | DATADOG INC CLASS A (DDOG) - 1.10% |
| #10 | APPLIED MATERIALS INC (AMAT) - 1.47% | AON PLC CLASS A (AON) - 1.04% |
| #11 | ELI LILLY AND CO (LLY) - 1.46% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.00% |
| #12 | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.33% | MOODYS CORP (MCO) - 0.99% |
| #13 | MORGAN STANLEY (MS) - 1.29% | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 0.96% |
| #14 | LAM RESEARCH CORP (LRCX) - 1.28% | ROYAL CARIBBEAN GROUP (RCL) - 0.95% |
| #15 | THE HOME DEPOT INC (HD) - 1.15% | O'REILLY AUTOMOTIVE INC (ORLY) - 0.95% |
| #16 | VISA INC CLASS A (V) - 1.04% | MOTOROLA SOLUTIONS INC (MSI) - 0.95% |
| #17 | BANK OF NEW YORK MELLON CORP (BNY) - 1.03% | TRANSDIGM GROUP INC (TDG) - 0.94% |
| #18 | PALO ALTO NETWORKS INC (PANW) - 1.01% | ECOLAB INC (ECL) - 0.93% |
| #19 | ECOLAB INC (ECL) - 0.98% | BLOOM ENERGY CORP CLASS A (BE) - 0.91% |
| #20 | INTEL CORP (INTC) - 0.95% | MONSTER BEVERAGE CORP (MNST) - 0.88% |
| #21 | MASTERCARD INC CLASS A (MA) - 0.91% | CIENA CORP (CIEN) - 0.84% |
| #22 | CUMMINS INC (CMI) - 0.88% | CINTAS CORP (CTAS) - 0.84% |
| #23 | CISCO SYSTEMS INC (CSCO) - 0.81% | BANK OF NEW YORK MELLON CORP (BNY) - 0.83% |
| #24 | AMERICAN EXPRESS CO (AXP) - 0.79% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.83% |
| #25 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.72% | CSX CORP (CSX) - 0.82% |
| Total Holdings | 197 | 263 |
SUSA vs IMCG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SUSA
+0.47%
IMCG
-0.51%
3M
SUSA
+9.92%
Winner
IMCG
+13.01%
6M
SUSA
+9.72%
Winner
IMCG
+15.81%
1Y
Winner
SUSA
+23.53%
IMCG
+21.34%
5Y(CAGR)
Winner
SUSA
+11.25%
IMCG
+8.03%
10Y(CAGR)
Winner
SUSA
+14.78%
IMCG
+14.24%
Max(CAGR)
SUSA
+10.48%
Winner
IMCG
+11.47%
SUSA vs IMCG - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | SUSA | IMCG |
|---|---|---|
| 2026 | +11.46% | +19.68% |
| 2025 | +15.98% | +6.65% |
| 2024 | +23.30% | +19.72% |
| 2023 | +24.42% | +21.48% |
| 2022 | -21.45% | -25.08% |
| 2021 | +32.05% | +17.12% |
| 2020 | +23.86% | +44.03% |
| 2019 | +32.49% | +36.82% |
| 2018 | -6.02% | -4.35% |
| 2017 | +21.51% | +24.87% |
| 2016 | +14.22% | +8.75% |
| 2015 | -1.77% | +0.29% |
| 2014 | +14.77% | +11.58% |
| 2013 | +27.63% | +30.83% |
| 2012 | +8.75% | +14.19% |
| 2011 | +0.57% | -3.74% |
| 2010 | +12.48% | +25.95% |
| 2009 | +26.93% | +36.47% |
| 2008 | -34.56% | -45.99% |
| 2007 | +4.65% | +20.06% |
| 2006 | +11.17% | +7.72% |
| 2005 | +7.95% | +18.32% |
| 2004 | N/A | +14.09% |
SUSA vs IMCG Drawdown Comparison
The maximum drawdown for SUSA was -53.93%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The maximum drawdown for IMCG was -58.96%, occurring on Nov 20, 2008. Recovery took 827 trading sessions.
The current SUSA drawdown is -0.48%. The current IMCG drawdown is -1.97%.
| Rank | SUSA | IMCG |
|---|---|---|
| #1 | -53.93% Oct 9, 2007 - Mar 13, 2012 | -58.96% Oct 31, 2007 - Feb 11, 2011 |
| #2 | -32.93% Feb 19, 2020 - Jul 20, 2020 | -35.08% Nov 16, 2021 - Oct 14, 2024 |
| #3 | -28.22% Dec 29, 2021 - Feb 7, 2024 | -34.05% Feb 19, 2020 - Jun 1, 2020 |
| #4 | -19.30% Dec 4, 2024 - Jun 30, 2025 | -25.77% Jul 7, 2011 - Jan 4, 2013 |
| #5 | -19.16% Sep 21, 2018 - Apr 1, 2019 | -24.44% Apr 23, 2015 - Jan 25, 2017 |
| #6 | -13.73% May 20, 2015 - Apr 19, 2016 | -23.65% Sep 4, 2018 - Mar 21, 2019 |
| #7 | -11.53% Apr 2, 2012 - Jan 3, 2013 | -21.91% Dec 6, 2024 - Jul 3, 2025 |
| #8 | -9.71% Jan 28, 2026 - Apr 17, 2026 | -16.52% May 9, 2006 - Jan 31, 2007 |
| #9 | -9.67% Jan 26, 2018 - Aug 24, 2018 | -14.23% Feb 12, 2021 - Jul 9, 2021 |
| #10 | -9.60% Sep 2, 2020 - Nov 13, 2020 | -11.79% Jul 2, 2004 - Oct 1, 2004 |
| #11 | -8.32% Jul 19, 2007 - Oct 1, 2007 | -10.54% Jul 19, 2007 - Oct 1, 2007 |
| #12 | -7.53% Jul 16, 2024 - Aug 23, 2024 | -10.17% Feb 26, 2026 - Apr 13, 2026 |
| #13 | -7.23% Apr 23, 2019 - Jun 20, 2019 | -9.88% Sep 3, 2014 - Nov 3, 2014 |
| #14 | -6.92% Sep 2, 2014 - Oct 30, 2014 | -9.26% Jan 26, 2018 - Mar 9, 2018 |
| #15 | -6.72% May 8, 2006 - Sep 20, 2006 | -9.20% Sep 2, 2020 - Oct 8, 2020 |
Correlation
Correlation between SUSA and IMCG is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2004 - 2026)
SUSA vs IMCG dividend yield comparison.
| Year | SUSA | IMCG |
|---|---|---|
| 2026 | 0.39% | 0.23% |
| 2025 | 0.89% | 0.78% |
| 2024 | 1.15% | 0.78% |
| 2023 | 1.32% | 0.85% |
| 2022 | 1.52% | 0.91% |
| 2021 | 0.98% | 0.41% |
| 2020 | 1.17% | 0.09% |
| 2019 | 1.52% | 0.30% |
| 2018 | 1.73% | 0.35% |
| 2017 | 1.40% | 0.45% |
| 2016 | 1.56% | 0.52% |
| 2015 | 1.42% | 0.38% |
| 2014 | 1.21% | 0.60% |
| 2013 | 1.30% | 0.37% |
| 2012 | 1.77% | 0.80% |
| 2011 | 1.45% | 0.25% |
| 2010 | 1.48% | 0.33% |
| 2009 | 1.64% | 0.28% |
| 2008 | 2.30% | 0.45% |
| 2007 | 1.28% | 0.24% |
| 2006 | 1.51% | 0.46% |
| 2005 | 1.15% | 0.12% |
| 2004 | 0.00% | 0.01% |
Select Stocks to Compare
Popular: SUSA vs SPYIMCG vs SPY
More Comparisons
Compare with similar stocks