IMCG vs. ARKQ
Compare and contrast key facts about iShares Morningstar Mid-Cap Growth ETF (IMCG) and ARK Autonomous Technology & Robotics ETF (ARKQ).
IMCG and ARKQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. ARKQ is an actively managed fund by ARK. It was launched on Sep 30, 2014.
Performance
IMCG vs. ARKQ - Performance Comparison
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IMCG vs. ARKQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
ARKQ ARK Autonomous Technology & Robotics ETF | -0.13% | 48.81% | 33.88% | 40.70% | -46.75% | 1.74% | 107.20% | 25.94% | -7.89% | 52.26% |
Returns By Period
In the year-to-date period, IMCG achieves a 0.05% return, which is significantly higher than ARKQ's -0.13% return. Over the past 10 years, IMCG has underperformed ARKQ with an annualized return of 12.72%, while ARKQ has yielded a comparatively higher 20.55% annualized return.
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%
ARKQ
- 1D
- 1.83%
- 1M
- -7.58%
- YTD
- -0.13%
- 6M
- 1.13%
- 1Y
- 72.46%
- 3Y*
- 31.67%
- 5Y*
- 6.35%
- 10Y*
- 20.55%
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IMCG vs. ARKQ - Expense Ratio Comparison
IMCG has a 0.06% expense ratio, which is lower than ARKQ's 0.75% expense ratio.
Return for Risk
IMCG vs. ARKQ — Risk / Return Rank
IMCG
ARKQ
IMCG vs. ARKQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Mid-Cap Growth ETF (IMCG) and ARK Autonomous Technology & Robotics ETF (ARKQ). 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.
| IMCG | ARKQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 2.00 | -1.41 |
Sortino ratioReturn per unit of downside risk | 0.97 | 2.60 | -1.63 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.33 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 3.56 | -2.59 |
Martin ratioReturn relative to average drawdown | 3.96 | 11.10 | -7.14 |
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
| IMCG | ARKQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 2.00 | -1.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.20 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.70 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.60 | -0.10 |
Correlation
The correlation between IMCG and ARKQ is 0.79, 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
IMCG vs. ARKQ - Dividend Comparison
IMCG's dividend yield for the trailing twelve months is around 0.79%, more than ARKQ's 0.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
ARKQ ARK Autonomous Technology & Robotics ETF | 0.27% | 0.27% | 0.00% | 0.00% | 0.00% | 0.80% | 0.86% | 0.00% | 2.86% | 1.54% | 0.00% | 0.98% |
Drawdowns
IMCG vs. ARKQ - Drawdown Comparison
The maximum IMCG drawdown since its inception was -58.96%, roughly equal to the maximum ARKQ drawdown of -59.89%. Use the drawdown chart below to compare losses from any high point for IMCG and ARKQ.
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Drawdown Indicators
| IMCG | ARKQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.96% | -59.89% | +0.93% |
Max Drawdown (1Y)Largest decline over 1 year | -12.99% | -20.58% | +7.59% |
Max Drawdown (5Y)Largest decline over 5 years | -35.08% | -55.71% | +20.63% |
Max Drawdown (10Y)Largest decline over 10 years | -35.08% | -59.89% | +24.81% |
Current DrawdownCurrent decline from peak | -5.73% | -14.58% | +8.85% |
Average DrawdownAverage peak-to-trough decline | -9.29% | -17.43% | +8.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.16% | 6.60% | -3.44% |
Volatility
IMCG vs. ARKQ - Volatility Comparison
The current volatility for iShares Morningstar Mid-Cap Growth ETF (IMCG) is 7.19%, while ARK Autonomous Technology & Robotics ETF (ARKQ) has a volatility of 11.83%. This indicates that IMCG experiences smaller price fluctuations and is considered to be less risky than ARKQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IMCG | ARKQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.19% | 11.83% | -4.64% |
Volatility (6M)Calculated over the trailing 6-month period | 12.15% | 25.90% | -13.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.30% | 36.50% | -16.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.09% | 31.96% | -11.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.44% | 29.63% | -9.19% |