ILCG vs. VOO
Compare and contrast key facts about iShares Morningstar Growth ETF (ILCG) and Vanguard S&P 500 ETF (VOO).
ILCG and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both ILCG and VOO 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 VOO.
Performance
ILCG vs. VOO - Performance Comparison
Returns By Period
In the year-to-date period, ILCG achieves a 31.52% return, which is significantly higher than VOO's 25.52% return. Over the past 10 years, ILCG has outperformed VOO with an annualized return of 15.44%, while VOO has yielded a comparatively lower 13.15% annualized return.
ILCG
31.52%
2.91%
15.26%
37.71%
18.02%
15.44%
VOO
25.52%
1.19%
12.21%
32.23%
15.58%
13.15%
Key characteristics
| ILCG | VOO | |
|---|---|---|
| Sharpe Ratio | 2.20 | 2.62 |
| Sortino Ratio | 2.86 | 3.50 |
| Omega Ratio | 1.40 | 1.49 |
| Calmar Ratio | 2.92 | 3.78 |
| Martin Ratio | 11.86 | 17.12 |
| Ulcer Index | 3.15% | 1.86% |
| Daily Std Dev | 17.02% | 12.19% |
| Max Drawdown | -52.98% | -33.99% |
| Current Drawdown | -1.41% | -1.36% |
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ILCG vs. VOO - Expense Ratio Comparison
ILCG has a 0.04% expense ratio, which is higher than VOO'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%.
Correlation
The correlation between ILCG and VOO 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.
Risk-Adjusted Performance
ILCG vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Growth ETF (ILCG) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
ILCG's dividend yield for the trailing twelve months is around 0.52%, less than VOO's 1.25% 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% |
VOO Vanguard S&P 500 ETF | 1.25% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
ILCG vs. VOO - Drawdown Comparison
The maximum ILCG drawdown since its inception was -52.98%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ILCG and VOO. For additional features, visit the drawdowns tool.
Volatility
ILCG vs. VOO - Volatility Comparison
iShares Morningstar Growth ETF (ILCG) has a higher volatility of 5.73% compared to Vanguard S&P 500 ETF (VOO) at 4.10%. This indicates that ILCG's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.