BUL vs. IUSG
Compare and contrast key facts about Pacer US Cash Cows Growth ETF (BUL) and iShares Core S&P U.S. Growth ETF (IUSG).
BUL and IUSG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BUL is a passively managed fund by Pacer Advisors that tracks the performance of the Pacer Cash Cows Growth Index. It was launched on May 2, 2019. IUSG is a passively managed fund by iShares that tracks the performance of the Russell 3000 Growth Index. It was launched on Jul 24, 2000. Both BUL and IUSG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BUL or IUSG.
Key characteristics
| BUL | IUSG | |
|---|---|---|
| YTD Return | 32.70% | 34.21% |
| 1Y Return | 41.42% | 43.47% |
| 3Y Return (Ann) | 5.06% | 7.92% |
| 5Y Return (Ann) | 15.19% | 17.73% |
| Sharpe Ratio | 2.44 | 2.60 |
| Sortino Ratio | 3.25 | 3.34 |
| Omega Ratio | 1.40 | 1.48 |
| Calmar Ratio | 2.19 | 2.89 |
| Martin Ratio | 16.51 | 13.99 |
| Ulcer Index | 2.52% | 3.11% |
| Daily Std Dev | 17.08% | 16.71% |
| Max Drawdown | -37.08% | -63.35% |
| Current Drawdown | -1.08% | -0.18% |
Correlation
The correlation between BUL and IUSG is 0.80, 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.
Performance
BUL vs. IUSG - Performance Comparison
The year-to-date returns for both investments are quite close, with BUL having a 32.70% return and IUSG slightly higher at 34.21%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BUL vs. IUSG - Expense Ratio Comparison
BUL has a 0.60% expense ratio, which is higher than IUSG's 0.04% expense ratio.
Risk-Adjusted Performance
BUL vs. IUSG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer US Cash Cows Growth ETF (BUL) and iShares Core S&P U.S. Growth ETF (IUSG). 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.
Dividends
BUL vs. IUSG - Dividend Comparison
BUL's dividend yield for the trailing twelve months is around 0.71%, more than IUSG's 0.64% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUL Pacer US Cash Cows Growth ETF | 0.71% | 2.11% | 0.66% | 0.08% | 0.69% | 0.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IUSG iShares Core S&P U.S. Growth ETF | 0.64% | 1.12% | 1.07% | 0.59% | 0.93% | 1.64% | 1.32% | 1.28% | 1.48% | 1.29% | 1.21% | 1.22% |
Drawdowns
BUL vs. IUSG - Drawdown Comparison
The maximum BUL drawdown since its inception was -37.08%, smaller than the maximum IUSG drawdown of -63.35%. Use the drawdown chart below to compare losses from any high point for BUL and IUSG. For additional features, visit the drawdowns tool.
Volatility
BUL vs. IUSG - Volatility Comparison
The current volatility for Pacer US Cash Cows Growth ETF (BUL) is 4.48%, while iShares Core S&P U.S. Growth ETF (IUSG) has a volatility of 5.11%. This indicates that BUL experiences smaller price fluctuations and is considered to be less risky than IUSG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.