IMCG vs. VOE
Compare and contrast key facts about iShares Morningstar Mid-Cap Growth ETF (IMCG) and Vanguard Mid-Cap Value ETF (VOE).
IMCG and VOE 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. VOE is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mid Cap Value Index. It was launched on Aug 17, 2006. Both IMCG and VOE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IMCG or VOE.
Correlation
The correlation between IMCG and VOE is 1.00, 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.
Performance
IMCG vs. VOE - Performance Comparison
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Key characteristics
IMCG:
14.73%
VOE:
10.43%
IMCG:
-0.83%
VOE:
-0.68%
IMCG:
-0.13%
VOE:
0.00%
Returns By Period
IMCG
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VOE
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IMCG vs. VOE - Expense Ratio Comparison
IMCG has a 0.06% expense ratio, which is lower than VOE's 0.07% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
IMCG vs. VOE — Risk-Adjusted Performance Rank
IMCG
VOE
IMCG vs. VOE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Mid-Cap Growth ETF (IMCG) and Vanguard Mid-Cap Value ETF (VOE). 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.
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Dividends
IMCG vs. VOE - Dividend Comparison
IMCG's dividend yield for the trailing twelve months is around 0.78%, less than VOE's 2.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IMCG iShares Morningstar Mid-Cap Growth ETF | 0.78% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOE Vanguard Mid-Cap Value ETF | 2.35% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IMCG vs. VOE - Drawdown Comparison
The maximum IMCG drawdown since its inception was -0.83%, which is greater than VOE's maximum drawdown of -0.68%. Use the drawdown chart below to compare losses from any high point for IMCG and VOE. For additional features, visit the drawdowns tool.
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Volatility
IMCG vs. VOE - Volatility Comparison
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