ILCG vs. IUSG
Compare and contrast key facts about iShares Morningstar Growth ETF (ILCG) and iShares Core S&P U.S. Growth ETF (IUSG).
ILCG and IUSG 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. 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 ILCG 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: ILCG or IUSG.
Correlation
The correlation between ILCG and IUSG is 0.96, 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. IUSG - Performance Comparison
Key characteristics
ILCG:
2.09
IUSG:
2.21
ILCG:
2.70
IUSG:
2.84
ILCG:
1.38
IUSG:
1.40
ILCG:
2.86
IUSG:
3.04
ILCG:
11.52
IUSG:
12.09
ILCG:
3.18%
IUSG:
3.15%
ILCG:
17.55%
IUSG:
17.25%
ILCG:
-52.98%
IUSG:
-63.35%
ILCG:
-2.78%
IUSG:
-2.55%
Returns By Period
The year-to-date returns for both investments are quite close, with ILCG having a 34.88% return and IUSG slightly higher at 36.32%. Both investments have delivered pretty close results over the past 10 years, with ILCG having a 15.71% annualized return and IUSG not far behind at 14.96%.
ILCG
34.88%
2.56%
12.02%
35.08%
17.41%
15.71%
IUSG
36.32%
3.10%
11.17%
36.58%
17.05%
14.96%
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ILCG vs. IUSG - Expense Ratio Comparison
Both ILCG and IUSG have an expense ratio of 0.04%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
ILCG vs. IUSG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Growth ETF (ILCG) 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
ILCG vs. IUSG - Dividend Comparison
ILCG's dividend yield for the trailing twelve months is around 0.49%, less than IUSG's 0.58% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ILCG iShares Morningstar Growth ETF | 0.49% | 0.69% | 0.76% | 0.34% | 0.28% | 0.54% | 0.81% | 0.89% | 0.95% | 0.99% | 0.87% | 0.94% |
IUSG iShares Core S&P U.S. Growth ETF | 0.58% | 1.12% | 1.07% | 0.59% | 0.93% | 1.64% | 1.32% | 1.28% | 1.48% | 1.29% | 1.21% | 1.22% |
Drawdowns
ILCG vs. IUSG - Drawdown Comparison
The maximum ILCG drawdown since its inception was -52.98%, smaller than the maximum IUSG drawdown of -63.35%. Use the drawdown chart below to compare losses from any high point for ILCG and IUSG. For additional features, visit the drawdowns tool.
Volatility
ILCG vs. IUSG - Volatility Comparison
iShares Morningstar Growth ETF (ILCG) has a higher volatility of 5.18% compared to iShares Core S&P U.S. Growth ETF (IUSG) at 4.81%. This indicates that ILCG's price experiences larger fluctuations and is considered to be riskier than IUSG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.