ILCG vs. ACGR
ILCG (iShares Morningstar Growth ETF) and ACGR (American Century Large Cap Growth ETF) are both Large Cap Growth Equities funds - ILCG tracks the Morningstar US Large-Mid Cap Broad Growth Index Gross while ACGR tracks the Russell 1000 Growth Index. Both are passively managed. Over the past 5 years, ILCG returned 14.95%/yr vs 15.06%/yr for ACGR. Their correlation of 0.83 suggests significant overlap in exposure. ILCG charges 0.04%/yr vs 0.39%/yr for ACGR.
Performance
ILCG vs. ACGR - Performance Comparison
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Returns By Period
In the year-to-date period, ILCG achieves a 14.48% return, which is significantly higher than ACGR's 7.39% return.
ILCG
- 1D
- -1.02%
- 1M
- 7.68%
- YTD
- 14.48%
- 6M
- 14.61%
- 1Y
- 29.51%
- 3Y*
- 26.55%
- 5Y*
- 14.95%
- 10Y*
- 18.15%
ACGR
- 1D
- -1.23%
- 1M
- 6.10%
- YTD
- 7.39%
- 6M
- 6.90%
- 1Y
- 24.19%
- 3Y*
- 21.44%
- 5Y*
- 15.06%
- 10Y*
- —
ILCG vs. ACGR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ILCG iShares Morningstar Growth ETF | 14.48% | 16.71% | 32.82% | 40.41% | -31.75% | 24.33% | 30.85% |
ACGR American Century Large Cap Growth ETF | 7.39% | 14.50% | 26.66% | 43.24% | -30.13% | 39.24% | 11.27% |
Correlation
The correlation between ILCG and ACGR is 0.95, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.95 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.97 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.98 |
Correlation (All Time) Calculated using the full available price history since Jan 22, 2020 | 0.83 |
The correlation between ILCG and ACGR shifts across timeframes, from 0.83 (all time) to 0.98 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
ILCG vs. ACGR — Risk / Return Rank
ILCG
ACGR
ILCG vs. ACGR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Growth ETF (ILCG) and American Century Large Cap Growth ETF (ACGR). 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.
| ILCG | ACGR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.25 | ||
| Sortino ratioReturn per unit of downside risk | +0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.27 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.89 | 1.53 | +0.36 |
| Martin ratioReturn relative to average drawdown | 6.68 | 5.20 | +1.47 |
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
| ILCG | ACGR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.82 | 1.57 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.70 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.70 | -0.11 |
Drawdowns
ILCG vs. ACGR - Drawdown Comparison
The maximum ILCG drawdown since its inception was -52.98%, which is greater than ACGR's maximum drawdown of -34.54%. Use the drawdown chart below to compare losses from any high point for ILCG and ACGR.
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Drawdown Indicators
| ILCG | ACGR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.98% | -34.54% | -18.44% |
Max Drawdown (1Y)Largest decline over 1 year | -15.65% | -15.84% | +0.19% |
Max Drawdown (3Y)Largest decline over 3 years | -23.10% | -24.58% | +1.48% |
Max Drawdown (5Y)Largest decline over 5 years | -35.38% | -34.54% | -0.84% |
Max Drawdown (10Y)Largest decline over 10 years | -35.38% | — | — |
Current DrawdownCurrent decline from peak | -1.02% | -1.68% | +0.66% |
Average DrawdownAverage peak-to-trough decline | -8.22% | -8.50% | +0.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.43% | 4.66% | -0.23% |
Volatility
ILCG vs. ACGR - Volatility Comparison
iShares Morningstar Growth ETF (ILCG) has a higher volatility of 4.40% compared to American Century Large Cap Growth ETF (ACGR) at 3.65%. This indicates that ILCG's price experiences larger fluctuations and is considered to be riskier than ACGR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ILCG | ACGR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.40% | 3.65% | +0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 12.81% | 11.95% | +0.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.31% | 15.49% | +0.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.00% | 21.51% | +0.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.53% | 21.42% | +0.11% |
ILCG vs. ACGR - Expense Ratio Comparison
ILCG has a 0.04% expense ratio, which is lower than ACGR's 0.39% expense ratio.
Dividends
ILCG vs. ACGR - Dividend Comparison
ILCG's dividend yield for the trailing twelve months is around 0.40%, more than ACGR's 0.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACGR American Century Large Cap Growth ETF | 0.09% | 0.11% | 0.23% | 0.37% | 0.48% | 0.58% | 1.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ILCG iShares Morningstar Growth ETF | 0.40% | 0.47% | 0.50% | 0.69% | 0.75% | 0.34% | 0.28% | 0.54% | 0.81% | 0.89% | 0.95% | 0.99% |
Frequently Asked Questions
With a correlation of 0.95, ILCG and ACGR 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.
ILCG has higher volatility (4.40%) compared to ACGR (3.65%). In terms of maximum drawdown, ILCG dropped -52.98% vs ACGR's -34.54%.
On 5-year performance, ACGR leads with 15.06% vs 14.95% for ILCG. On fees, ILCG is cheaper at 0.04% per year. On volatility, ACGR has been the lower-risk option at 3.65%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, ACGR has performed better with a 15.06% return vs 14.95%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
ILCG is cheaper with a 0.04% expense ratio, compared with 0.39% for ACGR.
ILCG has the higher dividend yield at 0.40%, compared with 0.09% for ACGR.
ILCG tracks Morningstar US Large-Mid Cap Broad Growth Index Gross, while ACGR tracks Russell 1000 Growth Index. They also come from different issuers: iShares and American Century. Their fees differ too: 0.04% for ILCG and 0.39% for ACGR.
ILCG currently has the higher Sharpe Ratio (1.82 vs 1.57), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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