IUSG vs. BUL
Compare and contrast key facts about iShares Core S&P U.S. Growth ETF (IUSG) and Pacer US Cash Cows Growth ETF (BUL).
IUSG and BUL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. BUL is a passively managed fund by Pacer Advisors that tracks the performance of the Pacer Cash Cows Growth Index. It was launched on May 2, 2019. Both IUSG and BUL 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: IUSG or BUL.
Performance
IUSG vs. BUL - Performance Comparison
Returns By Period
In the year-to-date period, IUSG achieves a 32.55% return, which is significantly lower than BUL's 34.92% return.
IUSG
32.55%
3.53%
13.70%
37.61%
17.28%
14.67%
BUL
34.92%
7.31%
15.17%
41.89%
15.39%
N/A
Key characteristics
| IUSG | BUL | |
|---|---|---|
| Sharpe Ratio | 2.24 | 2.42 |
| Sortino Ratio | 2.92 | 3.22 |
| Omega Ratio | 1.41 | 1.40 |
| Calmar Ratio | 2.88 | 2.29 |
| Martin Ratio | 12.03 | 16.35 |
| Ulcer Index | 3.13% | 2.56% |
| Daily Std Dev | 16.80% | 17.28% |
| Max Drawdown | -63.35% | -37.08% |
| Current Drawdown | -1.41% | 0.00% |
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IUSG vs. BUL - Expense Ratio Comparison
IUSG has a 0.04% expense ratio, which is lower than BUL's 0.60% expense ratio.
Correlation
The correlation between IUSG and BUL is 0.79, 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
IUSG vs. BUL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P U.S. Growth ETF (IUSG) and Pacer US Cash Cows Growth ETF (BUL). 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
IUSG vs. BUL - Dividend Comparison
IUSG's dividend yield for the trailing twelve months is around 0.65%, less than BUL's 0.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSG iShares Core S&P U.S. Growth ETF | 0.65% | 1.12% | 1.07% | 0.59% | 0.93% | 1.64% | 1.32% | 1.28% | 1.48% | 1.29% | 1.21% | 1.22% |
BUL Pacer US Cash Cows Growth ETF | 0.70% | 2.11% | 0.66% | 0.08% | 0.69% | 0.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IUSG vs. BUL - Drawdown Comparison
The maximum IUSG drawdown since its inception was -63.35%, which is greater than BUL's maximum drawdown of -37.08%. Use the drawdown chart below to compare losses from any high point for IUSG and BUL. For additional features, visit the drawdowns tool.
Volatility
IUSG vs. BUL - Volatility Comparison
iShares Core S&P U.S. Growth ETF (IUSG) has a higher volatility of 5.26% compared to Pacer US Cash Cows Growth ETF (BUL) at 4.76%. This indicates that IUSG's price experiences larger fluctuations and is considered to be riskier than BUL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.