ILCB vs. CGGR
Compare and contrast key facts about iShares Morningstar U.S. Equity ETF (ILCB) and Capital Group Growth ETF (CGGR).
ILCB and CGGR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ILCB is a passively managed fund by iShares that tracks the performance of the Morningstar US Large-Mid Cap Index. It was launched on Jun 28, 2004. CGGR is an actively managed fund by Capital Group. It was launched on Feb 22, 2022.
Performance
ILCB vs. CGGR - Performance Comparison
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ILCB vs. CGGR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
ILCB iShares Morningstar U.S. Equity ETF | -4.57% | 17.70% | 24.96% | 26.91% | -10.14% |
CGGR Capital Group Growth ETF | -9.62% | 19.75% | 32.12% | 42.18% | -18.50% |
Returns By Period
In the year-to-date period, ILCB achieves a -4.57% return, which is significantly higher than CGGR's -9.62% return.
ILCB
- 1D
- 2.92%
- 1M
- -4.96%
- YTD
- -4.57%
- 6M
- -2.23%
- 1Y
- 17.62%
- 3Y*
- 18.30%
- 5Y*
- 11.15%
- 10Y*
- 13.49%
CGGR
- 1D
- 3.77%
- 1M
- -6.90%
- YTD
- -9.62%
- 6M
- -8.41%
- 1Y
- 17.45%
- 3Y*
- 21.75%
- 5Y*
- —
- 10Y*
- —
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ILCB vs. CGGR - Expense Ratio Comparison
ILCB has a 0.03% expense ratio, which is lower than CGGR's 0.39% expense ratio.
Return for Risk
ILCB vs. CGGR — Risk / Return Rank
ILCB
CGGR
ILCB vs. CGGR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar U.S. Equity ETF (ILCB) and Capital Group Growth ETF (CGGR). 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.
| ILCB | CGGR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.77 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.25 | +0.22 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.18 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 1.14 | +0.37 |
Martin ratioReturn relative to average drawdown | 7.11 | 4.22 | +2.89 |
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
| ILCB | CGGR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.77 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.60 | 0.00 |
Correlation
The correlation between ILCB and CGGR is 0.95, 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
ILCB vs. CGGR - Dividend Comparison
ILCB's dividend yield for the trailing twelve months is around 1.13%, more than CGGR's 0.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ILCB iShares Morningstar U.S. Equity ETF | 1.13% | 1.11% | 1.19% | 1.43% | 1.65% | 1.16% | 1.26% | 2.25% | 2.17% | 1.81% | 1.97% | 2.44% |
CGGR Capital Group Growth ETF | 0.11% | 0.10% | 0.33% | 0.40% | 0.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ILCB vs. CGGR - Drawdown Comparison
The maximum ILCB drawdown since its inception was -51.53%, which is greater than CGGR's maximum drawdown of -28.90%. Use the drawdown chart below to compare losses from any high point for ILCB and CGGR.
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Drawdown Indicators
| ILCB | CGGR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.53% | -28.90% | -22.63% |
Max Drawdown (1Y)Largest decline over 1 year | -12.07% | -15.13% | +3.06% |
Max Drawdown (5Y)Largest decline over 5 years | -25.47% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -35.30% | — | — |
Current DrawdownCurrent decline from peak | -6.44% | -11.94% | +5.50% |
Average DrawdownAverage peak-to-trough decline | -6.28% | -7.93% | +1.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 4.09% | -1.52% |
Volatility
ILCB vs. CGGR - Volatility Comparison
The current volatility for iShares Morningstar U.S. Equity ETF (ILCB) is 5.34%, while Capital Group Growth ETF (CGGR) has a volatility of 7.26%. This indicates that ILCB experiences smaller price fluctuations and is considered to be less risky than CGGR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ILCB | CGGR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 7.26% | -1.92% |
Volatility (6M)Calculated over the trailing 6-month period | 9.62% | 13.02% | -3.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.41% | 22.64% | -4.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.13% | 21.99% | -4.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.14% | 21.99% | -3.85% |