BMDSX vs. IMCG
Compare and contrast key facts about Baird Mid Cap Growth Fund (BMDSX) and iShares Morningstar Mid-Cap Growth ETF (IMCG).
BMDSX is managed by Baird. It was launched on Dec 29, 2000. IMCG is a passively managed fund by iShares that tracks the performance of the Morningstar US Mid Cap Broad Growth Index. It was launched on Jun 28, 2004.
Performance
BMDSX vs. IMCG - Performance Comparison
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BMDSX vs. IMCG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BMDSX Baird Mid Cap Growth Fund | -2.25% | 4.88% | -1.16% | 19.91% | -27.86% | 21.81% | 34.56% | 35.94% | -1.52% | 26.61% |
IMCG iShares Morningstar Mid-Cap Growth ETF | 0.05% | 6.55% | 18.14% | 20.73% | -25.79% | 15.39% | 45.64% | 35.70% | -3.68% | 25.57% |
Returns By Period
In the year-to-date period, BMDSX achieves a -2.25% return, which is significantly lower than IMCG's 0.05% return. Over the past 10 years, BMDSX has underperformed IMCG with an annualized return of 9.74%, while IMCG has yielded a comparatively higher 12.72% annualized return.
BMDSX
- 1D
- 3.12%
- 1M
- -7.09%
- YTD
- -2.25%
- 6M
- 8.66%
- 1Y
- 13.06%
- 3Y*
- 2.98%
- 5Y*
- 0.71%
- 10Y*
- 9.74%
IMCG
- 1D
- 1.26%
- 1M
- -5.48%
- YTD
- 0.05%
- 6M
- -2.78%
- 1Y
- 11.82%
- 3Y*
- 12.40%
- 5Y*
- 5.34%
- 10Y*
- 12.72%
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BMDSX vs. IMCG - Expense Ratio Comparison
BMDSX has a 1.05% expense ratio, which is higher than IMCG's 0.06% expense ratio.
Return for Risk
BMDSX vs. IMCG — Risk / Return Rank
BMDSX
IMCG
BMDSX vs. IMCG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Mid Cap Growth Fund (BMDSX) and iShares Morningstar Mid-Cap Growth ETF (IMCG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BMDSX | IMCG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | 0.58 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.16 | 0.97 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.13 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 0.97 | +0.08 |
Martin ratioReturn relative to average drawdown | 2.82 | 3.96 | -1.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BMDSX | IMCG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 0.58 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.27 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.62 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.50 | -0.15 |
Correlation
The correlation between BMDSX and IMCG is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BMDSX vs. IMCG - Dividend Comparison
BMDSX's dividend yield for the trailing twelve months is around 28.40%, more than IMCG's 0.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMDSX Baird Mid Cap Growth Fund | 28.40% | 27.76% | 4.57% | 2.44% | 1.79% | 17.82% | 10.09% | 5.77% | 6.62% | 4.87% | 0.00% | 0.15% |
IMCG iShares Morningstar Mid-Cap Growth ETF | 0.79% | 0.78% | 0.78% | 0.85% | 0.91% | 0.41% | 0.09% | 0.30% | 0.35% | 0.45% | 0.52% | 0.38% |
Drawdowns
BMDSX vs. IMCG - Drawdown Comparison
The maximum BMDSX drawdown since its inception was -53.96%, smaller than the maximum IMCG drawdown of -58.96%. Use the drawdown chart below to compare losses from any high point for BMDSX and IMCG.
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Drawdown Indicators
| BMDSX | IMCG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.96% | -58.96% | +5.00% |
Max Drawdown (1Y)Largest decline over 1 year | -12.95% | -12.99% | +0.04% |
Max Drawdown (5Y)Largest decline over 5 years | -36.24% | -35.08% | -1.16% |
Max Drawdown (10Y)Largest decline over 10 years | -36.24% | -35.08% | -1.16% |
Current DrawdownCurrent decline from peak | -15.67% | -5.73% | -9.94% |
Average DrawdownAverage peak-to-trough decline | -10.72% | -9.29% | -1.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.82% | 3.16% | +1.66% |
Volatility
BMDSX vs. IMCG - Volatility Comparison
The current volatility for Baird Mid Cap Growth Fund (BMDSX) is 6.21%, while iShares Morningstar Mid-Cap Growth ETF (IMCG) has a volatility of 7.19%. This indicates that BMDSX experiences smaller price fluctuations and is considered to be less risky than IMCG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BMDSX | IMCG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.21% | 7.19% | -0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 18.65% | 12.15% | +6.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.35% | 20.30% | +5.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.18% | 20.09% | +2.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.34% | 20.44% | +0.90% |