FFOX vs. IMCG

Last updated Jun 4, 2026

FFOX (FundX Future Fund Opportunities ETF) and IMCG (iShares Morningstar Mid-Cap Growth ETF) are both Mid Cap Growth Equities funds. FFOX is actively managed, while IMCG is passively managed. Their correlation of 0.88 suggests significant overlap in exposure. FFOX charges 1.02%/yr vs 0.06%/yr for IMCG.

Performance

FFOX vs. IMCG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FundX Future Fund Opportunities ETF (FFOX) and iShares Morningstar Mid-Cap Growth ETF (IMCG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, FFOX achieves a 3.19% return, which is significantly lower than IMCG's 20.05% return.

FFOX

• 1D: -0.71%
• 1M: -1.26%
• YTD: 3.19%
• 6M: 1.62%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

IMCG

• 1D: -0.26%
• 1M: 8.33%
• YTD: 20.05%
• 6M: 18.28%
• 1Y: 23.35%
• 3Y*: 18.91%
• 5Y*: 8.62%
• 10Y*: 14.46%

*Multi-year figures are annualized to reflect compound growth (CAGR)

FFOX vs. IMCG - Yearly Performance Comparison

	2026 (YTD)	2025
FFOX FundX Future Fund Opportunities ETF	3.19%	9.95%
IMCG iShares Morningstar Mid-Cap Growth ETF	20.05%	2.40%

Correlation

The correlation between FFOX and IMCG is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 11, 2025	0.88

Return for Risk

FFOX vs. IMCG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IMCG

IMCG Risk / Return Rank: 44
IMCG Sharpe Ratio Rank: 42
IMCG Sortino Ratio Rank: 42
IMCG Omega Ratio Rank: 40
IMCG Calmar Ratio Rank: 46
IMCG Martin Ratio Rank: 52

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FFOX vs. IMCG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FundX Future Fund Opportunities ETF (FFOX) 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	FFOX	IMCG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.51	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.43	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.71	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.80	0.54	+0.26

Drawdowns

FFOX vs. IMCG - Drawdown Comparison

The maximum FFOX drawdown since its inception was -12.41%, smaller than the maximum IMCG drawdown of -58.96%. Use the drawdown chart below to compare losses from any high point for FFOX and IMCG.

Drawdown Indicators

	FFOX	IMCG	Difference
Max Drawdown Largest peak-to-trough decline	-12.41%	-58.96%	+46.55%
Max Drawdown (1Y) Largest decline over 1 year	—	-10.17%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-21.92%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-35.08%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-35.08%	—
Current Drawdown Current decline from peak	-4.06%	-0.26%	-3.80%
Average Drawdown Average peak-to-trough decline	-2.23%	-9.22%	+6.99%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.61%	—

Volatility

Volatility by Period

	FFOX	IMCG	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.65%	—
Volatility (6M) Calculated over the trailing 6-month period	—	12.53%	—
Volatility (1Y) Calculated over the trailing 1-year period	17.30%	15.53%	+1.77%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.30%	20.17%	-2.87%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.30%	20.51%	-3.21%

FFOX vs. IMCG - Expense Ratio Comparison

FFOX has a 1.02% expense ratio, which is higher than IMCG's 0.06% expense ratio.

Dividends

FFOX vs. IMCG - Dividend Comparison

FFOX's dividend yield for the trailing twelve months is around 1.76%, more than IMCG's 0.65% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FFOX FundX Future Fund Opportunities ETF	1.76%	1.81%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
IMCG iShares Morningstar Mid-Cap Growth ETF	0.65%	0.78%	0.78%	0.85%	0.91%	0.41%	0.09%	0.30%	0.35%	0.45%	0.52%	0.38%

Frequently Asked Questions

Can I hold both FFOX and IMCG in my portfolio?

FFOX and IMCG have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, FFOX or IMCG?

On fees, IMCG is cheaper at 0.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, FFOX or IMCG?

IMCG is cheaper with a 0.06% expense ratio, compared with 1.02% for FFOX.

Which ETF pays a higher dividend yield, FFOX or IMCG?

FFOX has the higher dividend yield at 1.76%, compared with 0.65% for IMCG.

What is the main difference between FFOX and IMCG?

They also come from different issuers: FundX and iShares. Their fees differ too: 1.02% for FFOX and 0.06% for IMCG.