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ISCG vs. IMCG
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ISCG vs. IMCG

Last updated Apr 1, 2026

Compare and contrast key facts about iShares Morningstar Small-Cap Growth ETF (ISCG) and iShares Morningstar Mid-Cap Growth ETF (IMCG).

ISCG and IMCG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ISCG is a passively managed fund by iShares that tracks the performance of the Morningstar US Small Cap Broad Growth Extended Index. It was launched on Jun 28, 2004. 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. Both ISCG and IMCG 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

ISCG vs. IMCG - Performance Comparison

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

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ISCG vs. IMCG - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
ISCG
iShares Morningstar Small-Cap Growth ETF		-1.05%12.88%13.35%23.13%-26.75%-1.26%43.41%27.66%-6.91%24.68%
IMCG
iShares Morningstar Mid-Cap Growth ETF		-1.19%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, ISCG achieves a -1.05% return, which is significantly higher than IMCG's -1.19% return. Over the past 10 years, ISCG has underperformed IMCG with an annualized return of 10.56%, while IMCG has yielded a comparatively higher 12.58% annualized return.

ISCG

1D
3.44%
1M
-6.67%
YTD
-1.05%
6M
1.24%
1Y
22.45%
3Y*
12.87%
5Y*
2.31%
10Y*
10.56%

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

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares Morningstar Small-Cap Growth ETF

iShares Morningstar Mid-Cap Growth ETF

Often compared with ISCG:
ISCG vs. VBKISCG vs. ISCBISCG vs. IJTISCG vs. IJRISCG vs. VIOGISCG vs. VBRISCG vs. VB
Often compared with IMCG:
IMCG vs. VOTIMCG vs. IWPIMCG vs. SCHMIMCG vs. MDYGIMCG vs. IJKIMCG vs. XMHQIMCG vs. IMCB

ISCG vs. IMCG - Expense Ratio Comparison

Both ISCG and IMCG have an expense ratio of 0.06%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

ISCG
iShares Morningstar Small-Cap Growth ETF
IMCG
iShares Morningstar Mid-Cap Growth ETF

Return for Risk

ISCG vs. IMCG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ISCG
ISCG Risk / Return Rank: 6161
Overall Rank
ISCG Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
ISCG Sortino Ratio Rank: 6161
Sortino Ratio Rank
ISCG Omega Ratio Rank: 5555
Omega Ratio Rank
ISCG Calmar Ratio Rank: 6565
Calmar Ratio Rank
ISCG Martin Ratio Rank: 6666
Martin Ratio Rank
IMCG
IMCG Risk / Return Rank: 3535
Overall Rank
IMCG Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
IMCG Sortino Ratio Rank: 3434
Sortino Ratio Rank
IMCG Omega Ratio Rank: 3333
Omega Ratio Rank
IMCG Calmar Ratio Rank: 3737
Calmar Ratio Rank
IMCG Martin Ratio Rank: 4141
Martin Ratio Rank
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.

ISCG vs. IMCG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Small-Cap Growth ETF (ISCG) 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.

ISCGIMCGDifference

Sharpe ratio

Return per unit of total volatility

0.97

0.55

+0.41

Sortino ratio

Return per unit of downside risk

1.50

0.92

+0.58

Omega ratio

Gain probability vs. loss probability

1.20

1.12

+0.07

Calmar ratio

Return relative to maximum drawdown

1.58

0.87

+0.70

Martin ratio

Return relative to average drawdown

6.35

3.61

+2.74

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ISCG vs. IMCG - Sharpe Ratio Comparison

The current ISCG Sharpe Ratio is 0.97, which is higher than the IMCG Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of ISCG and IMCG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

ISCGIMCGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.97

0.55

+0.41

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.10

0.25

-0.15

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.46

0.62

-0.16

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

0.50

-0.11

Correlation

The correlation between ISCG and IMCG is 0.91, 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

ISCG vs. IMCG - Dividend Comparison

ISCG's dividend yield for the trailing twelve months is around 0.64%, less than IMCG's 0.80% yield.

TTM20252024202320222021202020192018201720162015
ISCG
iShares Morningstar Small-Cap Growth ETF		0.64%0.61%0.84%0.77%0.92%0.62%0.10%0.27%0.40%0.52%1.19%0.64%
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%

Drawdowns

ISCG vs. IMCG - Drawdown Comparison

The maximum ISCG drawdown since its inception was -57.72%, roughly equal to the maximum IMCG drawdown of -58.96%. Use the drawdown chart below to compare losses from any high point for ISCG and IMCG.

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Drawdown Indicators

ISCGIMCGDifference

Max Drawdown

Largest peak-to-trough decline

-57.72%

-58.96%

+1.24%

Max Drawdown (1Y)

Largest decline over 1 year

-14.09%

-12.99%

-1.10%

Max Drawdown (5Y)

Largest decline over 5 years

-37.80%

-35.08%

-2.72%

Max Drawdown (10Y)

Largest decline over 10 years

-41.48%

-35.08%

-6.40%

Current Drawdown

Current decline from peak

-8.39%

-6.90%

-1.49%

Average Drawdown

Average peak-to-trough decline

-11.71%

-9.29%

-2.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.50%

3.14%

+0.36%

Volatility

ISCG vs. IMCG - Volatility Comparison

iShares Morningstar Small-Cap Growth ETF (ISCG) and iShares Morningstar Mid-Cap Growth ETF (IMCG) have volatilities of 7.39% and 7.19%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

ISCGIMCGDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.39%

7.19%

+0.20%

Volatility (6M)

Calculated over the trailing 6-month period

14.01%

12.08%

+1.93%

Volatility (1Y)

Calculated over the trailing 1-year period

23.33%

20.27%

+3.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.98%

20.09%

+2.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.12%

20.44%

+2.68%