ILCG vs. ILCB
Compare and contrast key facts about iShares Morningstar Growth ETF (ILCG) and iShares Morningstar U.S. Equity ETF (ILCB).
ILCG and ILCB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ILCG is a passively managed fund by iShares that tracks the performance of the Morningstar US Large-Mid Cap Broad Growth Index Gross. It was launched on Jun 28, 2004. 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. Both ILCG and ILCB 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: ILCG or ILCB.
Correlation
The correlation between ILCG and ILCB is 0.92, 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
ILCG vs. ILCB - Performance Comparison
Key characteristics
ILCG:
0.56
ILCB:
0.53
ILCG:
0.93
ILCB:
0.87
ILCG:
1.13
ILCB:
1.13
ILCG:
0.61
ILCB:
0.55
ILCG:
2.12
ILCB:
2.22
ILCG:
6.59%
ILCB:
4.70%
ILCG:
25.17%
ILCB:
19.58%
ILCG:
-52.98%
ILCB:
-51.53%
ILCG:
-12.64%
ILCB:
-10.09%
Returns By Period
In the year-to-date period, ILCG achieves a -8.13% return, which is significantly lower than ILCB's -5.78% return. Over the past 10 years, ILCG has outperformed ILCB with an annualized return of 13.92%, while ILCB has yielded a comparatively lower 11.46% annualized return.
ILCG
-8.13%
-1.27%
-4.26%
12.49%
14.96%
13.92%
ILCB
-5.78%
-2.73%
-4.06%
9.83%
15.04%
11.46%
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ILCG vs. ILCB - Expense Ratio Comparison
ILCG has a 0.04% expense ratio, which is higher than ILCB's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
ILCG vs. ILCB — Risk-Adjusted Performance Rank
ILCG
ILCB
ILCG vs. ILCB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Growth ETF (ILCG) and iShares Morningstar U.S. Equity ETF (ILCB). 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
ILCG vs. ILCB - Dividend Comparison
ILCG's dividend yield for the trailing twelve months is around 0.55%, less than ILCB's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ILCG iShares Morningstar Growth ETF | 0.55% | 0.50% | 0.69% | 0.76% | 0.34% | 0.28% | 0.54% | 0.81% | 0.89% | 0.95% | 0.99% | 0.87% |
ILCB iShares Morningstar U.S. Equity ETF | 1.31% | 1.19% | 1.43% | 1.65% | 1.16% | 1.26% | 2.25% | 2.17% | 1.81% | 1.97% | 2.44% | 1.86% |
Drawdowns
ILCG vs. ILCB - Drawdown Comparison
The maximum ILCG drawdown since its inception was -52.98%, roughly equal to the maximum ILCB drawdown of -51.53%. Use the drawdown chart below to compare losses from any high point for ILCG and ILCB. For additional features, visit the drawdowns tool.
Volatility
ILCG vs. ILCB - Volatility Comparison
iShares Morningstar Growth ETF (ILCG) has a higher volatility of 16.48% compared to iShares Morningstar U.S. Equity ETF (ILCB) at 14.26%. This indicates that ILCG's price experiences larger fluctuations and is considered to be riskier than ILCB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.