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VNQI vs IMCG

Comparison between VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND ETF SHARES (VNQI, ETF) and ISHARES MORNINGSTAR MID-CAP GROWTH ETF (IMCG, ETF).

5-Year PerformanceIMCG has outperformed VNQI, delivering a return of +8.6% compared to -1.4%

VNQI vs IMCG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
VNQI
$3.80B
IMCG
$3.80B
Expense Ratio
VNQI
0.12%
Winner
IMCG
0.06%
Max Drawdown
Winner
VNQI
43.72%
IMCG
59.05%
Sharpe Ratio
VNQI
0.24
Winner
IMCG
1.06
5Y Beta
Winner
VNQI
0.48
IMCG
1.03
P/E Ratio
VNQI
N/A
IMCG
39.18
Forward P/E
VNQI
N/A
IMCG
25.95
PEG Ratio
VNQI
N/A
IMCG
0.11
5Y Dividends CAGR
VNQI
N/A
IMCG
40.88%
5Y EPS CAGR
VNQI
N/A
IMCG
16.28%
Debt to Equity
VNQI
N/A
IMCG
67.07%
P/S Ratio
VNQI
N/A
IMCG
3.69
P/B Ratio
VNQI
N/A
IMCG
6.25

VNQI vs IMCG - Historical Returns

Returns include dividend reinvestment.

1M
VNQI
-0.57%
Winner
IMCG
+8.53%
3M
VNQI
-0.65%
Winner
IMCG
+20.55%
6M
VNQI
+0.78%
Winner
IMCG
+20.76%
1Y
VNQI
+6.45%
Winner
IMCG
+25.15%
5Y(CAGR)
VNQI
-1.39%
Winner
IMCG
+8.58%
10Y(CAGR)
VNQI
+2.69%
Winner
IMCG
+14.79%
Max(CAGR)
VNQI
+3.44%
Winner
IMCG
+11.54%

VNQI vs IMCG - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearVNQIIMCG
2026-0.70%+20.29%
2025+22.21%+6.65%
2024-0.65%+19.72%
2023+5.60%+21.48%
2022-23.09%-25.08%
2021+7.00%+17.12%
2020-7.77%+44.03%
2019+22.46%+36.82%
2018-10.62%-4.35%
2017+26.19%+24.87%
2016+3.10%+8.75%
2015-2.29%+0.29%
2014+3.80%+11.58%
2013+0.80%+30.83%
2012+39.74%+14.19%
2011-17.41%-3.74%
2010+1.64%+25.95%
2009N/A+36.47%
2008N/A-45.99%
2007N/A+20.06%
2006N/A+7.72%
2005N/A+18.32%
2004N/A+14.09%

VNQI vs IMCG Drawdown Comparison

The maximum drawdown for VNQI was -38.35%, occurring on Mar 23, 2020. Recovery took 344 trading sessions.

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

The current VNQI drawdown is -9.97%.

RankVNQIIMCG
#1-38.35%
Jan 17, 2020 - Jun 1, 2021
-58.96%
Oct 31, 2007 - Feb 11, 2011
#2-35.77%
Jun 10, 2021 - Feb 9, 2026
-35.08%
Nov 16, 2021 - Oct 14, 2024
#3-24.53%
May 2, 2011 - Sep 12, 2012
-34.05%
Feb 19, 2020 - Jun 1, 2020
#4-21.53%
May 15, 2015 - May 15, 2017
-25.77%
Jul 7, 2011 - Jan 4, 2013
#5-18.53%
May 3, 2013 - Apr 6, 2015
-24.44%
Apr 23, 2015 - Jan 25, 2017
#6-18.18%
Jan 26, 2018 - Nov 4, 2019
-23.65%
Sep 4, 2018 - Mar 21, 2019
#7-14.78%
Feb 26, 2026 - Mar 27, 2026
-21.91%
Dec 6, 2024 - Jul 3, 2025
#8-10.16%
Nov 4, 2010 - Apr 21, 2011
-16.52%
May 9, 2006 - Jan 31, 2007
#9-3.56%
May 4, 2015 - May 15, 2015
-14.23%
Feb 12, 2021 - Jul 9, 2021
#10-3.54%
Nov 4, 2019 - Dec 20, 2019
-11.79%
Jul 2, 2004 - Oct 1, 2004
#11-3.40%
Nov 6, 2012 - Nov 28, 2012
-10.54%
Jul 19, 2007 - Oct 1, 2007
#12-3.18%
Jun 7, 2017 - Jul 19, 2017
-10.17%
Feb 26, 2026 - Apr 13, 2026
#13-3.14%
Feb 1, 2013 - Mar 1, 2013
-9.88%
Sep 3, 2014 - Nov 3, 2014
#14-2.48%
Sep 18, 2017 - Oct 13, 2017
-9.26%
Jan 26, 2018 - Mar 9, 2018
#15-2.22%
Apr 12, 2013 - Apr 19, 2013
-9.20%
Sep 2, 2020 - Oct 8, 2020

Correlation

Correlation between VNQI and IMCG is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.70
-101

Dividend Comparison (2004 - 2026)

VNQI vs IMCG dividend yield comparison.

YearVNQIIMCG
20260.00%0.23%
20254.70%0.78%
20245.16%0.78%
20233.74%0.85%
20220.57%0.91%
20216.48%0.41%
20200.93%0.09%
20197.58%0.30%
20184.62%0.35%
20173.86%0.45%
20165.18%0.52%
20152.86%0.38%
20144.11%0.60%
20133.27%0.37%
20125.58%0.80%
20113.28%0.25%
20100.88%0.33%
20090.00%0.28%
20080.00%0.45%
20070.00%0.24%
20060.00%0.46%
20050.00%0.12%
20040.00%0.01%

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