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ERSX vs. ITOT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ERSX vs. ITOT

Last updated May 13, 2025

Compare and contrast key facts about ERShares NextGen Entrepreneurs ETF (ERSX) and iShares Core S&P Total U.S. Stock Market ETF (ITOT).

ERSX and ITOT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ERSX is a passively managed fund by Capital Impact Advisors that tracks the performance of the Entrepreneur Non-US Small Cap Index. It was launched on Dec 28, 2018. ITOT is a passively managed fund by iShares that tracks the performance of the S&P Composite 1500 Index. It was launched on Jan 20, 2004. Both ERSX and ITOT 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: ERSX or ITOT.

Correlation

The correlation between ERSX and ITOT is 0.64, 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.

Performance

ERSX vs. ITOT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ERShares NextGen Entrepreneurs ETF (ERSX) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

ERSX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

ITOT

YTD

-0.59%

1M

9.91%

6M

-2.90%

1Y

12.78%

5Y*

17.01%

10Y*

12.07%

*Annualized

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ERSX vs. ITOT - Expense Ratio Comparison

ERSX has a 0.75% expense ratio, which is higher than ITOT's 0.03% expense ratio.

ERSX
ERShares NextGen Entrepreneurs ETF
ITOT
iShares Core S&P Total U.S. Stock Market ETF

Risk-Adjusted Performance

ERSX vs. ITOT — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ERSX
ITOT
The Risk-Adjusted Performance Rank of ITOT is 6565
Overall Rank
The Sharpe Ratio Rank of ITOT is 6262
Sharpe Ratio Rank
The Sortino Ratio Rank of ITOT is 6464
Sortino Ratio Rank
The Omega Ratio Rank of ITOT is 6767
Omega Ratio Rank
The Calmar Ratio Rank of ITOT is 6868
Calmar Ratio Rank
The Martin Ratio Rank of ITOT is 6666
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ERSX vs. ITOT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for ERShares NextGen Entrepreneurs ETF (ERSX) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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.

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Dividends

ERSX vs. ITOT - Dividend Comparison

ERSX has not paid dividends to shareholders, while ITOT's dividend yield for the trailing twelve months is around 1.28%.

TTM20242023202220212020201920182017201620152014
ERSX
ERShares NextGen Entrepreneurs ETF		0.00%1.37%0.34%0.00%22.15%0.49%1.55%0.00%0.00%0.00%0.00%0.00%
ITOT
iShares Core S&P Total U.S. Stock Market ETF		1.28%1.23%1.47%1.66%1.18%1.41%1.88%2.14%1.69%1.83%2.01%2.20%

Drawdowns

ERSX vs. ITOT - Drawdown Comparison

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Volatility

ERSX vs. ITOT - Volatility Comparison

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