iShares Morningstar Mid-Cap Growth ETF (IMCG) belongs to the Mid Cap Growth Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with IMCG. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IMCG
IMCG charges 0.06% annually. There are 2 ETFs in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| BNY Mellon US Mid Cap Core Equity ETF | 0.04% | 658.44M | Apr 2020 | IMCG vs BKMC | |
| Vanguard Mid-Cap Growth ETF | 0.05% | 33.80B | Aug 2006 | IMCG vs VOT | |
| Invesco NASDAQ Next Gen 100 ETF | 0.15% | 1.12B | Oct 2020 | IMCG vs QQQJ | |
| SPDR S&P 400 Mid Cap Growth ETF | 0.15% | 2.95B | Nov 2005 | IMCG vs MDYG | |
| iShares S&P MidCap 400 Growth ETF | 0.17% | 11.44B | Jul 2000 | IMCG vs IJK |
Best Risk-Adjusted Alternatives to IMCG
IMCG has a PortfoliosLab risk / return rank of 45. There are 15 ETFs in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR Galaxy Transformative Tech Accelerators ETF | 95 | 14.64M | Sep 2024 | IMCG vs TEKX | |
| Pinnacle Focused Opportunities ETF | 78 | 97.96M | Dec 2022 | IMCG vs FCUS | |
| Invesco NASDAQ Next Gen 100 ETF | 72 | 1.12B | Oct 2020 | IMCG vs QQQJ | |
| Invesco S&P MidCap Momentum ETF | 66 | 8.18B | Mar 2005 | IMCG vs XMMO | |
| First Trust Multi Cap Growth AlphaDEX Fund | 62 | 566.40M | May 2007 | IMCG vs FAD |
Top Performing IMCG Alternatives (YTD)
IMCG is at 20.55% YTD. There are 6 ETFs in the Mid Cap Growth Equities category with higher YTD returns, going as high as 79.26%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR Galaxy Transformative Tech Accelerators ETF | 79.26% | 14.64M | Sep 2024 | IMCG vs TEKX | |
| Pinnacle Focused Opportunities ETF | 43.18% | 97.96M | Dec 2022 | IMCG vs FCUS | |
| Innovator IBD Breakout Opportunities ETF | 31.88% | 15.73M | Sep 2018 | IMCG vs BOUT | |
| Invesco Dorsey Wright Momentum ETF | 27.87% | 1.64B | Mar 2007 | IMCG vs PDP | |
| Renaissance IPO ETF | 25.24% | 159.56M | Oct 2013 | IMCG vs IPO |
Lowest Volatility Alternatives to IMCG
IMCG has 16.78% 1-year volatility. There are 8 ETFs in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.75%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Timothy Plan Fund Timothy Plan US Large/Mid Cap Co... | 11.75% | 310.95M | Apr 2019 | IMCG vs TPLC | |
| iShares Russell Midcap ETF | 13.83% | 55.99B | Jul 2001 | IMCG vs IWR | |
| John Hancock Multifactor Mid Cap ETF | 14.46% | 5.70B | Sep 2015 | IMCG vs JHMM | |
| Virtus KAR Mid-Cap ETF | 14.88% | 47.86M | Oct 2024 | IMCG vs KMID | |
| WisdomTree U.S. MidCap Quality Growth Fund | 15.14% | 2.17M | Jan 2024 | IMCG vs QMID |
Lowest Drawdown Alternatives to IMCG
IMCG has a 1-year max drawdown of -10.17%. There are 7 ETFs in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.58%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Timothy Plan Fund Timothy Plan US Large/Mid Cap Co... | -7.58% | 310.95M | Apr 2019 | IMCG vs TPLC | |
| iShares Russell Midcap ETF | -8.17% | 55.99B | Jul 2001 | IMCG vs IWR | |
| Invesco S&P MidCap Momentum ETF | -8.34% | 8.18B | Mar 2005 | IMCG vs XMMO | |
| John Hancock Multifactor Mid Cap ETF | -8.64% | 5.70B | Sep 2015 | IMCG vs JHMM | |
| BNY Mellon US Mid Cap Core Equity ETF | -9.82% | 658.44M | Apr 2020 | IMCG vs BKMC |
Other ETFs from iShares
The 10 most viewed iShares ETFs shown here include SGOV, IBIT, IVV and span 14 categories. AUM among these funds goes as high as $838B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iShares 0-3 Month Treasury Bond ETF | Ultrashort Bond | 100 | 1.71% | 95.28B | May 2020 | IMCG vs SGOV | |
| iShares Bitcoin Trust ETF | Cryptocurrency | 2 | -28.88% | 48.04B | Jan 2024 | IMCG vs IBIT | |
| iShares Core S&P 500 ETF | S&P 500 | 59 | 8.20% | 837.93B | May 2000 | IMCG vs IVV | |
| iShares Semiconductor ETF | Semiconductors, Technology Equities | 95 | 100.58% | 46.67B | Jul 2001 | IMCG vs SOXX | |
| iShares 20+ Year Treasury Bond ETF | Government Bonds, Long-Term Bond | 14 | 0.77% | 41.34B | Jul 2002 | IMCG vs TLT | |
| iShares Core Dividend Growth ETF | Large Cap Growth Equities, Dividend | 75 | 9.19% | 41.89B | Jun 2014 | IMCG vs DGRO | |
| iShares Silver Trust | Silver, Precious Metals | 31 | -13.49% | 32.53B | Apr 2006 | IMCG vs SLV | |
| iShares Gold Trust | Gold, Precious Metals | 22 | -4.73% | 64.29B | Jan 2005 | IMCG vs IAU | |
| iShares Russell 2000 ETF | Small Cap Blend Equities | 67 | 20.47% | 81.35B | May 2000 | IMCG vs IWM | |
| iShares MSCI ACWI ETF | Global Equities | 58 | 9.86% | 32.95B | Mar 2008 | IMCG vs ACWI |
Often Compared With IMCG
Investors most often compare IMCG with IWP, SCHM, XMHQ. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare IMCG with Any Fund or Stock
Compare IMCG with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IMCG with funds that move differently
iShares Morningstar Mid-Cap Growth ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IMCG.
Explore IMCG Diversifiers