ISCG vs. MHK
Compare and contrast key facts about iShares Morningstar Small-Cap Growth ETF (ISCG) and Mohawk Industries, Inc. (MHK).
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.
Performance
ISCG vs. MHK - Performance Comparison
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ISCG vs. MHK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
MHK Mohawk Industries, Inc. | -9.92% | -8.25% | 15.10% | 1.25% | -43.89% | 29.25% | 3.35% | 16.60% | -57.61% | 38.17% |
Returns By Period
In the year-to-date period, ISCG achieves a -1.05% return, which is significantly higher than MHK's -9.92% return. Over the past 10 years, ISCG has outperformed MHK with an annualized return of 10.56%, while MHK has yielded a comparatively lower -6.48% 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%
MHK
- 1D
- 3.26%
- 1M
- -21.40%
- YTD
- -9.92%
- 6M
- -23.63%
- 1Y
- -13.77%
- 3Y*
- -0.59%
- 5Y*
- -13.06%
- 10Y*
- -6.48%
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Return for Risk
ISCG vs. MHK — Risk / Return Rank
ISCG
MHK
ISCG vs. MHK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Small-Cap Growth ETF (ISCG) and Mohawk Industries, Inc. (MHK). 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.
| ISCG | MHK | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | -0.36 | +1.33 |
Sortino ratioReturn per unit of downside risk | 1.50 | -0.29 | +1.79 |
Omega ratioGain probability vs. loss probability | 1.20 | 0.97 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.58 | -0.42 | +2.00 |
Martin ratioReturn relative to average drawdown | 6.35 | -0.93 | +7.28 |
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
| ISCG | MHK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | -0.36 | +1.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | -0.34 | +0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | -0.16 | +0.62 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.20 | +0.18 |
Correlation
The correlation between ISCG and MHK is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
ISCG vs. MHK - Dividend Comparison
ISCG's dividend yield for the trailing twelve months is around 0.64%, while MHK has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
MHK Mohawk Industries, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ISCG vs. MHK - Drawdown Comparison
The maximum ISCG drawdown since its inception was -57.72%, smaller than the maximum MHK drawdown of -83.44%. Use the drawdown chart below to compare losses from any high point for ISCG and MHK.
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Drawdown Indicators
| ISCG | MHK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.72% | -83.44% | +25.72% |
Max Drawdown (1Y)Largest decline over 1 year | -14.09% | -31.77% | +17.68% |
Max Drawdown (5Y)Largest decline over 5 years | -37.80% | -66.68% | +28.88% |
Max Drawdown (10Y)Largest decline over 10 years | -41.48% | -79.40% | +37.92% |
Current DrawdownCurrent decline from peak | -8.39% | -65.43% | +57.04% |
Average DrawdownAverage peak-to-trough decline | -11.71% | -30.84% | +19.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.50% | 14.46% | -10.96% |
Volatility
ISCG vs. MHK - Volatility Comparison
The current volatility for iShares Morningstar Small-Cap Growth ETF (ISCG) is 7.39%, while Mohawk Industries, Inc. (MHK) has a volatility of 12.06%. This indicates that ISCG experiences smaller price fluctuations and is considered to be less risky than MHK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ISCG | MHK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.39% | 12.06% | -4.67% |
Volatility (6M)Calculated over the trailing 6-month period | 14.01% | 25.40% | -11.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.33% | 38.45% | -15.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.98% | 38.97% | -15.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.12% | 40.78% | -17.66% |