ISCG vs. ISCB
Compare and contrast key facts about iShares Morningstar Small-Cap Growth ETF (ISCG) and iShares Morningstar Small-Cap ETF (ISCB).
ISCG and ISCB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ISCG is a passively managed fund by iShares that tracks the performance of the Morningstar US Small Cap Broad Growth Extended Index. It was launched on Jun 28, 2004. ISCB is a passively managed fund by iShares that tracks the performance of the Morningstar US Small Cap Extended Index. It was launched on Jun 28, 2004. Both ISCG and ISCB 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: ISCG or ISCB.
Correlation
The correlation between ISCG and ISCB is 0.90, 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
ISCG vs. ISCB - Performance Comparison
Key characteristics
ISCG:
0.86
ISCB:
0.73
ISCG:
1.31
ISCB:
1.13
ISCG:
1.16
ISCB:
1.14
ISCG:
0.16
ISCB:
0.96
ISCG:
4.89
ISCB:
3.92
ISCG:
3.36%
ISCB:
3.48%
ISCG:
18.99%
ISCB:
18.56%
ISCG:
-100.00%
ISCB:
-61.25%
ISCG:
-99.99%
ISCB:
-8.12%
Returns By Period
In the year-to-date period, ISCG achieves a 13.77% return, which is significantly higher than ISCB's 11.25% return. Over the past 10 years, ISCG has outperformed ISCB with an annualized return of 9.01%, while ISCB has yielded a comparatively lower 7.12% annualized return.
ISCG
13.77%
-1.77%
10.95%
14.63%
7.68%
9.01%
ISCB
11.25%
-2.81%
11.07%
11.71%
6.06%
7.12%
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ISCG vs. ISCB - Expense Ratio Comparison
ISCG has a 0.06% expense ratio, which is higher than ISCB's 0.04% 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
ISCG vs. ISCB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Small-Cap Growth ETF (ISCG) and iShares Morningstar Small-Cap ETF (ISCB). 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
ISCG vs. ISCB - Dividend Comparison
ISCG's dividend yield for the trailing twelve months is around 0.58%, less than ISCB's 1.67% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISCG iShares Morningstar Small-Cap Growth ETF | 0.58% | 0.77% | 0.92% | 0.62% | 0.10% | 0.27% | 0.40% | 0.52% | 1.19% | 0.64% | 0.56% | 0.53% |
ISCB iShares Morningstar Small-Cap ETF | 1.67% | 1.49% | 1.63% | 1.26% | 1.26% | 1.25% | 1.60% | 1.24% | 1.58% | 1.40% | 1.18% | 0.87% |
Drawdowns
ISCG vs. ISCB - Drawdown Comparison
The maximum ISCG drawdown since its inception was -100.00%, which is greater than ISCB's maximum drawdown of -61.25%. Use the drawdown chart below to compare losses from any high point for ISCG and ISCB. For additional features, visit the drawdowns tool.
Volatility
ISCG vs. ISCB - Volatility Comparison
iShares Morningstar Small-Cap Growth ETF (ISCG) and iShares Morningstar Small-Cap ETF (ISCB) have volatilities of 5.86% and 5.72%, 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.