IUSG vs. GSRAX
IUSG (iShares Core S&P U.S. Growth ETF) and GSRAX (Goldman Sachs Rising Dividend Growth Fund) are both funds - IUSG is a Large Cap Growth Equities fund tracking the S&P 900 Growth Index, while GSRAX is a Large Cap Blend Equities fund managed by Goldman Sachs. Over the past 10 years, IUSG returned 17.98%/yr vs 12.90%/yr for GSRAX. Their correlation of 0.85 suggests significant overlap in exposure. IUSG charges 0.04%/yr vs 1.03%/yr for GSRAX.
Performance
IUSG vs. GSRAX - Performance Comparison
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Returns By Period
In the year-to-date period, IUSG achieves a 9.14% return, which is significantly lower than GSRAX's 10.85% return. Over the past 10 years, IUSG has outperformed GSRAX with an annualized return of 17.98%, while GSRAX has yielded a comparatively lower 12.90% annualized return.
IUSG
- 1D
- 0.18%
- 1M
- -3.15%
- YTD
- 9.14%
- 6M
- 7.57%
- 1Y
- 24.77%
- 3Y*
- 25.30%
- 5Y*
- 13.75%
- 10Y*
- 17.98%
GSRAX
- 1D
- 0.34%
- 1M
- 1.30%
- YTD
- 10.85%
- 6M
- 9.37%
- 1Y
- 16.45%
- 3Y*
- 18.56%
- 5Y*
- 12.03%
- 10Y*
- 12.90%
IUSG vs. GSRAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUSG iShares Core S&P U.S. Growth ETF | 9.14% | 21.23% | 34.70% | 29.28% | -28.81% | 31.26% | 32.65% | 30.62% | -0.79% | 27.02% |
GSRAX Goldman Sachs Rising Dividend Growth Fund | 10.85% | 6.66% | 26.07% | 17.49% | -7.78% | 31.47% | 8.75% | 25.63% | -6.65% | 17.59% |
Correlation
The correlation between IUSG and GSRAX is 0.61, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.61 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.70 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.78 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2005 | 0.85 |
Over the past year, the correlation between IUSG and GSRAX has dropped to 0.61 - well below their long-term average of 0.85, suggesting their price drivers have been diverging.
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Return for Risk
IUSG vs. GSRAX — Risk / Return Rank
IUSG
GSRAX
IUSG vs. GSRAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P U.S. Growth ETF (IUSG) and Goldman Sachs Rising Dividend Growth Fund (GSRAX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IUSG | GSRAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.13 | ||
| Sortino ratioReturn per unit of downside risk | +0.11 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.24 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.90 | 2.18 | -0.28 |
| Martin ratioReturn relative to average drawdown | 7.68 | 8.15 | -0.47 |
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Drawdowns
IUSG vs. GSRAX - Drawdown Comparison
The maximum IUSG drawdown since its inception was -63.41%, which is greater than GSRAX's maximum drawdown of -44.40%. Use the drawdown chart below to compare losses from any high point for IUSG and GSRAX.
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Drawdown Indicators
| IUSG | GSRAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.41% | -44.40% | -19.01% |
Max Drawdown (1Y)Largest decline over 1 year | -13.07% | -7.32% | -5.75% |
Max Drawdown (3Y)Largest decline over 3 years | -22.28% | -25.43% | +3.15% |
Max Drawdown (5Y)Largest decline over 5 years | -32.21% | -25.43% | -6.78% |
Max Drawdown (10Y)Largest decline over 10 years | -32.35% | -38.97% | +6.62% |
Current DrawdownCurrent decline from peak | -5.28% | -1.76% | -3.52% |
Average DrawdownAverage peak-to-trough decline | -21.40% | -6.05% | -15.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 1.95% | +1.28% |
Volatility
IUSG vs. GSRAX - Volatility Comparison
iShares Core S&P U.S. Growth ETF (IUSG) has a higher volatility of 7.02% compared to Goldman Sachs Rising Dividend Growth Fund (GSRAX) at 4.28%. This indicates that IUSG's price experiences larger fluctuations and is considered to be riskier than GSRAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUSG | GSRAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.02% | 4.28% | +2.74% |
Volatility (6M)Calculated over the trailing 6-month period | 13.59% | 8.95% | +4.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.84% | 11.87% | +4.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.06% | 20.24% | +0.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.47% | 19.87% | +0.60% |
IUSG vs. GSRAX - Expense Ratio Comparison
IUSG has a 0.04% expense ratio, which is lower than GSRAX's 1.03% expense ratio.
Dividends
IUSG vs. GSRAX - Dividend Comparison
IUSG's dividend yield for the trailing twelve months is around 0.50%, less than GSRAX's 11.41% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSRAX Goldman Sachs Rising Dividend Growth Fund | 11.41% | 12.17% | 25.88% | 9.60% | 14.01% | 11.55% | 4.39% | 11.85% | 97.89% | 21.56% | 3.16% | 0.92% |
IUSG iShares Core S&P U.S. Growth ETF | 0.50% | 0.53% | 0.59% | 1.12% | 1.07% | 0.59% | 0.93% | 1.64% | 1.32% | 1.28% | 1.48% | 1.29% |
Frequently Asked Questions
IUSG and GSRAX have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IUSG has higher volatility (7.02%) compared to GSRAX (4.28%). In terms of maximum drawdown, IUSG dropped -63.41% vs GSRAX's -44.40%.
IUSG currently has the higher Sharpe Ratio (1.48 vs 1.35), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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