ILCG vs. VONG
Compare and contrast key facts about iShares Morningstar Growth ETF (ILCG) and Vanguard Russell 1000 Growth ETF (VONG).
ILCG and VONG 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. VONG is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Growth Index. It was launched on Sep 20, 2010. Both ILCG and VONG 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 VONG.
Performance
ILCG vs. VONG - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with ILCG having a 31.64% return and VONG slightly lower at 30.40%. Over the past 10 years, ILCG has underperformed VONG with an annualized return of 15.45%, while VONG has yielded a comparatively higher 16.45% annualized return.
ILCG
31.64%
3.34%
15.01%
37.50%
18.01%
15.45%
VONG
30.40%
2.76%
14.26%
36.18%
19.54%
16.45%
Key characteristics
| ILCG | VONG | |
|---|---|---|
| Sharpe Ratio | 2.29 | 2.25 |
| Sortino Ratio | 2.96 | 2.92 |
| Omega Ratio | 1.42 | 1.41 |
| Calmar Ratio | 3.04 | 2.87 |
| Martin Ratio | 12.37 | 11.31 |
| Ulcer Index | 3.15% | 3.33% |
| Daily Std Dev | 17.04% | 16.73% |
| Max Drawdown | -52.98% | -32.72% |
| Current Drawdown | -1.32% | -1.33% |
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ILCG vs. VONG - Expense Ratio Comparison
ILCG has a 0.04% expense ratio, which is lower than VONG's 0.08% 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%.
Correlation
The correlation between ILCG and VONG is 0.97, 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.
Risk-Adjusted Performance
ILCG vs. VONG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Growth ETF (ILCG) and Vanguard Russell 1000 Growth ETF (VONG). 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. VONG - Dividend Comparison
ILCG's dividend yield for the trailing twelve months is around 0.52%, less than VONG's 0.59% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ILCG iShares Morningstar Growth ETF | 0.52% | 0.69% | 0.76% | 0.34% | 0.28% | 0.54% | 0.81% | 0.89% | 0.95% | 0.99% | 0.87% | 0.94% |
VONG Vanguard Russell 1000 Growth ETF | 0.59% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% | 1.43% | 1.28% |
Drawdowns
ILCG vs. VONG - Drawdown Comparison
The maximum ILCG drawdown since its inception was -52.98%, which is greater than VONG's maximum drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for ILCG and VONG. For additional features, visit the drawdowns tool.
Volatility
ILCG vs. VONG - Volatility Comparison
iShares Morningstar Growth ETF (ILCG) and Vanguard Russell 1000 Growth ETF (VONG) have volatilities of 5.72% and 5.69%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.