SSMG vs. IMCG
SSMG (Virtus Silvant Small/Mid Growth ETF) and IMCG (iShares Morningstar Mid-Cap Growth ETF) are both Mid Cap Growth Equities funds. SSMG is actively managed, while IMCG is passively managed. Their correlation of 0.93 suggests significant overlap in exposure. SSMG charges 0.39%/yr vs 0.06%/yr for IMCG.
Performance
SSMG vs. IMCG - Performance Comparison
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Returns By Period
SSMG
- 1D
- -0.20%
- 1M
- -4.80%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IMCG
- 1D
- -0.66%
- 1M
- -0.51%
- 6M
- 16.67%
- YTD
- 21.01%
- 1Y
- 21.35%
- 3Y*
- 16.62%
- 5Y*
- 8.13%
- 10Y*
- 14.24%
SSMG vs. IMCG - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
SSMG Virtus Silvant Small/Mid Growth ETF | 5.50% |
IMCG iShares Morningstar Mid-Cap Growth ETF | 10.66% |
Correlation
The correlation between SSMG and IMCG is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Apr 22, 2026 | 0.93 |
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Return for Risk
SSMG vs. IMCG — Risk / Return Rank
SSMG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IMCG
SSMG vs. IMCG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Silvant Small/Mid Growth ETF (SSMG) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SSMG | IMCG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.23 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.11 | — |
| Martin ratioReturn relative to average drawdown | — | 8.01 | — |
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Drawdowns
SSMG vs. IMCG - Drawdown Comparison
The maximum SSMG drawdown since its inception was -7.24%, smaller than the maximum IMCG drawdown of -58.96%. Use the drawdown chart below to compare losses from any high point for SSMG and IMCG.
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Drawdown Indicators
| SSMG | IMCG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.24% | -58.96% | +51.72% |
Max Drawdown (1Y)Largest decline over 1 year | — | -10.17% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -21.92% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -35.08% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.08% | — |
Current DrawdownCurrent decline from peak | -6.85% | -1.97% | -4.88% |
Average DrawdownAverage peak-to-trough decline | -2.01% | -9.18% | +7.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.67% | — |
Volatility
SSMG vs. IMCG - Volatility Comparison
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Volatility by Period
| SSMG | IMCG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.83% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 14.04% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 27.54% | 16.83% | +10.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.54% | 20.39% | +7.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.54% | 20.54% | +7.00% |
SSMG vs. IMCG - Expense Ratio Comparison
SSMG has a 0.39% expense ratio, which is higher than IMCG's 0.06% expense ratio.
Dividends
SSMG vs. IMCG - Dividend Comparison
SSMG has not paid dividends to shareholders, while IMCG's dividend yield for the trailing twelve months is around 0.62%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IMCG iShares Morningstar Mid-Cap Growth ETF | 0.62% | 0.78% | 0.78% | 0.85% | 0.91% | 0.41% | 0.09% | 0.30% | 0.35% | 0.45% | 0.52% | 0.38% |
SSMG Virtus Silvant Small/Mid Growth ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.93, SSMG and IMCG move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, IMCG is cheaper at 0.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IMCG is cheaper with a 0.06% expense ratio, compared with 0.39% for SSMG.
IMCG has the higher dividend yield at 0.62%, compared with 0.00% for SSMG.
They also come from different issuers: Virtus and iShares. Their fees differ too: 0.39% for SSMG and 0.06% for IMCG.
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