NUMG vs. IMCG
Compare and contrast key facts about Nuveen ESG Mid-Cap Growth ETF (NUMG) and iShares Morningstar Mid-Cap Growth ETF (IMCG).
NUMG and IMCG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NUMG is a passively managed fund by Nuveen that tracks the performance of the MSCI TIAA ESG USA Mid Cap Growth. It was launched on Dec 13, 2016. 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 NUMG 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
NUMG vs. IMCG - Performance Comparison
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NUMG vs. IMCG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NUMG Nuveen ESG Mid-Cap Growth ETF | -13.96% | 0.78% | 11.99% | 20.47% | -28.31% | 12.27% | 45.73% | 34.87% | -5.79% | 19.00% |
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, NUMG achieves a -13.96% return, which is significantly lower than IMCG's -1.19% return.
NUMG
- 1D
- 3.29%
- 1M
- -6.68%
- YTD
- -13.96%
- 6M
- -15.60%
- 1Y
- -4.28%
- 3Y*
- 2.51%
- 5Y*
- -1.83%
- 10Y*
- —
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%
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NUMG vs. IMCG - Expense Ratio Comparison
NUMG has a 0.30% expense ratio, which is higher than IMCG's 0.06% expense ratio.
Return for Risk
NUMG vs. IMCG — Risk / Return Rank
NUMG
IMCG
NUMG vs. IMCG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen ESG Mid-Cap Growth ETF (NUMG) 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.
| NUMG | IMCG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.18 | 0.55 | -0.74 |
Sortino ratioReturn per unit of downside risk | -0.10 | 0.92 | -1.02 |
Omega ratioGain probability vs. loss probability | 0.99 | 1.12 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | -0.21 | 0.87 | -1.09 |
Martin ratioReturn relative to average drawdown | -0.65 | 3.61 | -4.27 |
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
| NUMG | IMCG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.18 | 0.55 | -0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.08 | 0.25 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.62 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.50 | -0.13 |
Correlation
The correlation between NUMG and IMCG is 0.92, 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
NUMG vs. IMCG - Dividend Comparison
NUMG's dividend yield for the trailing twelve months is around 0.01%, less than IMCG's 0.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NUMG Nuveen ESG Mid-Cap Growth ETF | 0.01% | 0.01% | 0.06% | 0.18% | 0.18% | 12.76% | 3.82% | 0.27% | 5.14% | 0.56% | 0.00% | 0.00% |
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
NUMG vs. IMCG - Drawdown Comparison
The maximum NUMG drawdown since its inception was -38.85%, smaller than the maximum IMCG drawdown of -58.96%. Use the drawdown chart below to compare losses from any high point for NUMG and IMCG.
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Drawdown Indicators
| NUMG | IMCG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.85% | -58.96% | +20.11% |
Max Drawdown (1Y)Largest decline over 1 year | -19.71% | -12.99% | -6.72% |
Max Drawdown (5Y)Largest decline over 5 years | -38.85% | -35.08% | -3.77% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.08% | — |
Current DrawdownCurrent decline from peak | -21.68% | -6.90% | -14.78% |
Average DrawdownAverage peak-to-trough decline | -11.30% | -9.29% | -2.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.47% | 3.14% | +3.33% |
Volatility
NUMG vs. IMCG - Volatility Comparison
The current volatility for Nuveen ESG Mid-Cap Growth ETF (NUMG) is 6.83%, while iShares Morningstar Mid-Cap Growth ETF (IMCG) has a volatility of 7.19%. This indicates that NUMG experiences smaller price fluctuations and is considered to be less risky than IMCG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NUMG | IMCG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.83% | 7.19% | -0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 14.15% | 12.08% | +2.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.42% | 20.27% | +3.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.83% | 20.09% | +2.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.92% | 20.44% | +1.48% |