IMCG vs. BKMC
Compare and contrast key facts about iShares Morningstar Mid-Cap Growth ETF (IMCG) and BNY Mellon US Mid Cap Core Equity ETF (BKMC).
IMCG and BKMC 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. BKMC is a passively managed fund by BNY Mellon that tracks the performance of the Morningstar US Mid Cap Index. It was launched on Apr 9, 2020. Both IMCG and BKMC are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IMCG vs. BKMC - Performance Comparison
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IMCG vs. BKMC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
IMCG iShares Morningstar Mid-Cap Growth ETF | -1.19% | 6.55% | 18.14% | 20.73% | -25.79% | 15.39% | 62.52% |
BKMC BNY Mellon US Mid Cap Core Equity ETF | 1.26% | 8.74% | 13.78% | 17.50% | -16.03% | 23.83% | 45.93% |
Returns By Period
In the year-to-date period, IMCG achieves a -1.19% return, which is significantly lower than BKMC's 1.26% return.
IMCG
- 1D
- 3.63%
- 1M
- -6.39%
- YTD
- -1.19%
- 6M
- -4.39%
- 1Y
- 11.14%
- 3Y*
- 11.94%
- 5Y*
- 5.08%
- 10Y*
- 12.58%
BKMC
- 1D
- 3.05%
- 1M
- -6.35%
- YTD
- 1.26%
- 6M
- 2.40%
- 1Y
- 16.99%
- 3Y*
- 12.41%
- 5Y*
- 6.92%
- 10Y*
- —
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IMCG vs. BKMC - Expense Ratio Comparison
IMCG has a 0.06% expense ratio, which is higher than BKMC's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
IMCG vs. BKMC — Risk / Return Rank
IMCG
BKMC
IMCG vs. BKMC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Mid-Cap Growth ETF (IMCG) and BNY Mellon US Mid Cap Core Equity ETF (BKMC). 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 | BKMC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 0.82 | -0.26 |
Sortino ratioReturn per unit of downside risk | 0.92 | 1.28 | -0.36 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.18 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | 1.21 | -0.34 |
Martin ratioReturn relative to average drawdown | 3.61 | 5.17 | -1.55 |
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 | BKMC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 0.82 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.37 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.75 | -0.25 |
Correlation
The correlation between IMCG and BKMC is 0.90, 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. BKMC - Dividend Comparison
IMCG's dividend yield for the trailing twelve months is around 0.80%, less than BKMC's 1.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IMCG iShares Morningstar Mid-Cap Growth ETF | 0.80% | 0.78% | 0.78% | 0.85% | 0.91% | 0.41% | 0.09% | 0.30% | 0.35% | 0.45% | 0.52% | 0.38% |
BKMC BNY Mellon US Mid Cap Core Equity ETF | 1.34% | 1.35% | 1.54% | 1.38% | 1.63% | 1.15% | 0.86% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IMCG vs. BKMC - Drawdown Comparison
The maximum IMCG drawdown since its inception was -58.96%, which is greater than BKMC's maximum drawdown of -25.02%. Use the drawdown chart below to compare losses from any high point for IMCG and BKMC.
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Drawdown Indicators
| IMCG | BKMC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.96% | -25.02% | -33.94% |
Max Drawdown (1Y)Largest decline over 1 year | -12.99% | -14.15% | +1.16% |
Max Drawdown (5Y)Largest decline over 5 years | -35.08% | -25.02% | -10.06% |
Max Drawdown (10Y)Largest decline over 10 years | -35.08% | — | — |
Current DrawdownCurrent decline from peak | -6.90% | -7.06% | +0.16% |
Average DrawdownAverage peak-to-trough decline | -9.29% | -6.68% | -2.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 3.31% | -0.17% |
Volatility
IMCG vs. BKMC - Volatility Comparison
iShares Morningstar Mid-Cap Growth ETF (IMCG) has a higher volatility of 7.19% compared to BNY Mellon US Mid Cap Core Equity ETF (BKMC) at 6.08%. This indicates that IMCG's price experiences larger fluctuations and is considered to be riskier than BKMC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IMCG | BKMC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.19% | 6.08% | +1.11% |
Volatility (6M)Calculated over the trailing 6-month period | 12.08% | 11.71% | +0.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.27% | 20.91% | -0.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.09% | 18.73% | +1.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.44% | 19.29% | +1.15% |