iShares Core S&P U.S. Growth ETF (IUSG)
IUSG is a passive ETF by iShares tracking the investment results of the Russell 3000 Growth Index. IUSG launched on Jul 24, 2000 and has a 0.04% expense ratio.
ETF Info
US4642876712
464287671
Jul 24, 2000
North America (U.S.)
1x
Russell 3000 Growth Index
Large-Cap
Growth
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares Core S&P U.S. Growth ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares Core S&P U.S. Growth ETF had a return of 32.46% year-to-date (YTD) and 37.51% in the last 12 months. Over the past 10 years, iShares Core S&P U.S. Growth ETF had an annualized return of 14.66%, outperforming the S&P 500 benchmark which had an annualized return of 11.16%.
IUSG
32.46%
1.85%
14.69%
37.51%
17.27%
14.66%
^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
Monthly Returns
The table below presents the monthly returns of IUSG, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.59% | 7.30% | 2.42% | -4.01% | 6.53% | 6.48% | -1.10% | 1.80% | 2.97% | -0.80% | 32.46% | ||
| 2023 | 5.62% | -2.01% | 5.55% | 1.37% | 2.27% | 6.34% | 3.17% | -0.68% | -4.87% | -2.60% | 8.68% | 4.03% | 29.28% |
| 2022 | -8.51% | -4.22% | 4.46% | -12.34% | -1.33% | -8.25% | 12.59% | -5.20% | -9.98% | 4.88% | 4.98% | -7.39% | -28.81% |
| 2021 | -0.37% | 0.26% | 2.67% | 6.76% | -0.92% | 5.30% | 3.59% | 4.09% | -5.78% | 8.98% | 1.31% | 2.43% | 31.26% |
| 2020 | 2.01% | -7.25% | -10.49% | 14.40% | 6.26% | 3.85% | 6.97% | 9.17% | -4.45% | -2.85% | 9.92% | 4.12% | 32.64% |
| 2019 | 7.51% | 4.09% | 2.61% | 3.85% | -5.35% | 6.17% | 1.29% | -0.93% | 0.33% | 1.81% | 3.41% | 2.82% | 30.62% |
| 2018 | 6.99% | -2.21% | -2.64% | 0.09% | 4.32% | 0.59% | 3.32% | 4.75% | 0.63% | -8.21% | 1.56% | -8.68% | -0.79% |
| 2017 | 3.01% | 4.04% | 1.12% | 1.94% | 2.62% | -0.31% | 2.51% | 1.32% | 1.24% | 3.29% | 2.84% | 0.63% | 27.02% |
| 2016 | -6.10% | -0.08% | 6.95% | -0.85% | 1.95% | -0.38% | 4.90% | -0.35% | 0.41% | -2.56% | 2.58% | 1.28% | 7.36% |
| 2015 | -1.77% | 6.82% | -0.77% | -0.00% | 1.72% | -1.62% | 3.23% | -6.26% | -2.87% | 8.45% | 0.62% | -1.77% | 4.98% |
| 2014 | -2.93% | 5.25% | -1.22% | -0.44% | 2.98% | 2.15% | -1.80% | 4.72% | -1.70% | 2.70% | 3.15% | -0.71% | 12.40% |
| 2013 | 4.49% | 1.02% | 3.85% | 1.95% | 2.03% | -1.91% | 5.98% | -1.96% | 4.50% | 4.36% | 2.90% | 2.72% | 33.97% |
Expense Ratio
IUSG has an expense ratio of 0.04%, which is considered low compared to other funds.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IUSG is 72, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Core S&P U.S. Growth ETF (IUSG) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares Core S&P U.S. Growth ETF provided a 0.65% dividend yield over the last twelve months, with an annual payout of $0.89 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.89 | $1.17 | $0.87 | $0.68 | $0.82 | $1.11 | $0.70 | $0.69 | $0.63 | $0.53 | $0.47 | $0.43 |
Dividend yield | 0.65% | 1.12% | 1.07% | 0.59% | 0.93% | 1.64% | 1.32% | 1.28% | 1.48% | 1.29% | 1.21% | 1.22% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Core S&P U.S. Growth ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.56 | |
| 2023 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.33 | $1.17 |
| 2022 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.87 |
| 2021 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.18 | $0.68 |
| 2020 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.23 | $0.82 |
| 2019 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.41 | $1.11 |
| 2018 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.19 | $0.70 |
| 2017 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.19 | $0.69 |
| 2016 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.13 | $0.00 | $0.00 | $0.16 | $0.63 |
| 2015 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.14 | $0.00 | $0.11 | $0.00 | $0.00 | $0.12 | $0.53 |
| 2014 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.00 | $0.13 | $0.00 | $0.12 | $0.00 | $0.00 | $0.12 | $0.47 |
| 2013 | $0.10 | $0.00 | $0.00 | $0.00 | $0.11 | $0.00 | $0.10 | $0.00 | $0.00 | $0.12 | $0.43 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Core S&P U.S. Growth ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares Core S&P U.S. Growth ETF was 63.35%, occurring on Mar 9, 2009. Recovery took 1108 trading sessions.
The current iShares Core S&P U.S. Growth ETF drawdown is 1.49%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.35% | Sep 5, 2000 | 2115 | Mar 9, 2009 | 1108 | Aug 1, 2013 | 3223 |
| -32.35% | Feb 20, 2020 | 23 | Mar 23, 2020 | 72 | Jul 6, 2020 | 95 |
| -32.21% | Dec 28, 2021 | 202 | Oct 14, 2022 | 345 | Mar 1, 2024 | 547 |
| -20.69% | Oct 2, 2018 | 58 | Dec 24, 2018 | 81 | Apr 23, 2019 | 139 |
| -14.84% | Jul 21, 2015 | 143 | Feb 11, 2016 | 103 | Jul 11, 2016 | 246 |
Volatility
Volatility Chart
The current iShares Core S&P U.S. Growth ETF volatility is 5.29%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.