iShares Morningstar Mid-Cap Growth ETF (IMCG)
IMCG is a passive ETF by iShares tracking the investment results of the Morningstar US Mid Cap Broad Growth Index. IMCG launched on Jun 28, 2004 and has a 0.06% expense ratio.
ETF Info
US4642883072
464288307
Jun 28, 2004
North America (U.S.)
1x
Morningstar US Mid Cap Broad Growth Index
Mid-Cap
Growth
Expense Ratio
IMCG has an expense ratio of 0.06%, which is considered low.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
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Returns By Period
iShares Morningstar Mid-Cap Growth ETF (IMCG) returned 4.24% year-to-date (YTD) and 14.07% over the past 12 months. Over the past 10 years, IMCG delivered an annualized return of 11.51%, outperforming the S&P 500 benchmark at 10.87%.
IMCG
4.24%
15.91%
2.92%
14.07%
13.15%
11.51%
^GSPC (Benchmark)
1.30%
12.94%
1.49%
12.48%
15.82%
10.87%
Monthly Returns
The table below presents the monthly returns of IMCG, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.10% | -3.70% | -6.40% | 0.53% | 9.46% | 4.24% | |||||||
| 2024 | -0.79% | 7.30% | 3.21% | -5.97% | 1.59% | 0.50% | 2.30% | 2.57% | 2.90% | -0.42% | 10.71% | -5.91% | 18.14% |
| 2023 | 9.06% | -2.03% | 0.21% | -1.93% | 0.21% | 7.90% | 3.25% | -3.50% | -5.67% | -5.58% | 11.16% | 7.79% | 20.73% |
| 2022 | -11.63% | -1.47% | 0.95% | -10.05% | -1.99% | -8.22% | 11.17% | -3.64% | -9.21% | 6.77% | 6.43% | -5.59% | -25.79% |
| 2021 | -0.30% | 1.92% | -2.69% | 5.61% | -0.89% | 4.56% | 2.12% | 3.04% | -4.85% | 7.69% | -3.21% | 2.16% | 15.39% |
| 2020 | 1.82% | -6.42% | -12.91% | 16.42% | 11.69% | 3.43% | 7.45% | 3.39% | -1.60% | 0.42% | 13.38% | 4.84% | 45.64% |
| 2019 | 11.36% | 6.74% | 1.88% | 3.76% | -3.86% | 7.23% | 1.58% | -2.94% | -1.78% | 1.06% | 5.61% | 1.37% | 35.70% |
| 2018 | 5.64% | -2.68% | 0.69% | -0.68% | 3.72% | 1.54% | 1.53% | 6.55% | -0.38% | -11.11% | 1.99% | -8.95% | -3.68% |
| 2017 | 3.71% | 2.92% | 0.68% | 1.94% | 1.73% | 1.49% | 1.80% | 0.30% | 1.73% | 2.93% | 3.14% | 0.67% | 25.57% |
| 2016 | -9.15% | 0.38% | 8.08% | 0.85% | 2.12% | -0.39% | 4.81% | -0.73% | 0.44% | -4.02% | 4.18% | -0.24% | 5.40% |
| 2015 | -0.90% | 6.21% | 1.39% | -1.16% | 0.63% | -0.85% | 1.91% | -6.28% | -4.60% | 5.34% | 0.34% | -2.26% | -0.91% |
| 2014 | -1.13% | 5.46% | -2.41% | -1.97% | 1.79% | 3.83% | -3.02% | 5.57% | -3.67% | 3.51% | 3.26% | -0.63% | 10.45% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IMCG is 66, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Morningstar Mid-Cap Growth ETF (IMCG) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
iShares Morningstar Mid-Cap Growth ETF provided a 0.74% dividend yield over the last twelve months, with an annual payout of $0.58 per share. The fund has been increasing its distributions for 4 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.58 | $0.59 | $0.55 | $0.49 | $0.30 | $0.06 | $0.13 | $0.11 | $0.15 | $0.14 | $0.10 | $0.16 |
Dividend yield | 0.74% | 0.78% | 0.85% | 0.91% | 0.41% | 0.09% | 0.30% | 0.35% | 0.45% | 0.52% | 0.38% | 0.60% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Morningstar Mid-Cap Growth ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.12 | |||||||
| 2024 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.17 | $0.59 |
| 2023 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.18 | $0.55 |
| 2022 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.18 | $0.49 |
| 2021 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.11 | $0.30 |
| 2020 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.06 |
| 2019 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.07 | $0.13 |
| 2018 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.03 | $0.11 |
| 2017 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 | $0.15 |
| 2016 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.07 | $0.14 |
| 2015 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.05 | $0.10 |
| 2014 | $0.03 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.05 | $0.16 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Morningstar Mid-Cap Growth ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares Morningstar Mid-Cap Growth ETF was 58.96%, occurring on Nov 20, 2008. Recovery took 560 trading sessions.
The current iShares Morningstar Mid-Cap Growth ETF drawdown is 3.13%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.96% | Nov 1, 2007 | 267 | Nov 20, 2008 | 560 | Feb 11, 2011 | 827 |
| -35.08% | Nov 17, 2021 | 229 | Oct 14, 2022 | 501 | Oct 14, 2024 | 730 |
| -34.05% | Feb 20, 2020 | 23 | Mar 23, 2020 | 48 | Jun 1, 2020 | 71 |
| -25.77% | Jul 8, 2011 | 61 | Oct 3, 2011 | 315 | Jan 4, 2013 | 376 |
| -24.44% | Apr 24, 2015 | 202 | Feb 11, 2016 | 239 | Jan 25, 2017 | 441 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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