ILCG vs. USXF
Compare and contrast key facts about iShares Morningstar Growth ETF (ILCG) and iShares ESG Advanced MSCI USA ETF (USXF).
ILCG and USXF 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. USXF is a passively managed fund by iShares that tracks the performance of the MSCI USA Choice ESG Screened Index. It was launched on Jun 16, 2020. Both ILCG and USXF are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
ILCG vs. USXF - Performance Comparison
Loading graphics...
ILCG vs. USXF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ILCG iShares Morningstar Growth ETF | -8.14% | 16.71% | 32.82% | 40.41% | -31.75% | 24.33% | 24.00% |
USXF iShares ESG Advanced MSCI USA ETF | -3.92% | 16.97% | 26.16% | 31.65% | -21.20% | 27.14% | 24.04% |
Returns By Period
In the year-to-date period, ILCG achieves a -8.14% return, which is significantly lower than USXF's -3.92% return.
ILCG
- 1D
- 4.14%
- 1M
- -5.39%
- YTD
- -8.14%
- 6M
- -8.23%
- 1Y
- 18.46%
- 3Y*
- 20.60%
- 5Y*
- 10.88%
- 10Y*
- 15.59%
USXF
- 1D
- 3.55%
- 1M
- -4.75%
- YTD
- -3.92%
- 6M
- -3.17%
- 1Y
- 19.47%
- 3Y*
- 19.93%
- 5Y*
- 11.72%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ILCG vs. USXF - Expense Ratio Comparison
ILCG has a 0.04% expense ratio, which is lower than USXF's 0.10% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
ILCG vs. USXF — Risk / Return Rank
ILCG
USXF
ILCG vs. USXF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Growth ETF (ILCG) and iShares ESG Advanced MSCI USA ETF (USXF). 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 | USXF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.92 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.31 | 1.42 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.20 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | 1.66 | -0.49 |
Martin ratioReturn relative to average drawdown | 4.08 | 6.70 | -2.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| ILCG | USXF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.92 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.61 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.82 | -0.28 |
Correlation
The correlation between ILCG and USXF is 0.91, 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
ILCG vs. USXF - Dividend Comparison
ILCG's dividend yield for the trailing twelve months is around 0.50%, less than USXF's 1.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ILCG iShares Morningstar Growth ETF | 0.50% | 0.47% | 0.50% | 0.69% | 0.75% | 0.34% | 0.28% | 0.54% | 0.81% | 0.89% | 0.95% | 0.99% |
USXF iShares ESG Advanced MSCI USA ETF | 1.01% | 0.93% | 1.00% | 1.21% | 1.39% | 0.86% | 0.58% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ILCG vs. USXF - Drawdown Comparison
The maximum ILCG drawdown since its inception was -52.98%, which is greater than USXF's maximum drawdown of -29.54%. Use the drawdown chart below to compare losses from any high point for ILCG and USXF.
Loading graphics...
Drawdown Indicators
| ILCG | USXF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.98% | -29.54% | -23.44% |
Max Drawdown (1Y)Largest decline over 1 year | -15.65% | -11.99% | -3.66% |
Max Drawdown (5Y)Largest decline over 5 years | -35.38% | -29.54% | -5.84% |
Max Drawdown (10Y)Largest decline over 10 years | -35.38% | — | — |
Current DrawdownCurrent decline from peak | -12.15% | -7.01% | -5.14% |
Average DrawdownAverage peak-to-trough decline | -8.27% | -6.57% | -1.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.48% | 2.97% | +1.51% |
Volatility
ILCG vs. USXF - Volatility Comparison
iShares Morningstar Growth ETF (ILCG) has a higher volatility of 7.55% compared to iShares ESG Advanced MSCI USA ETF (USXF) at 6.73%. This indicates that ILCG's price experiences larger fluctuations and is considered to be riskier than USXF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| ILCG | USXF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.55% | 6.73% | +0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 13.08% | 12.78% | +0.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.64% | 21.20% | +1.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.98% | 19.42% | +2.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.47% | 19.22% | +2.25% |