IUSG vs. ILCG
Compare and contrast key facts about iShares Core S&P U.S. Growth ETF (IUSG) and iShares Morningstar Growth ETF (ILCG).
IUSG and ILCG 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. 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. Both IUSG and ILCG 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 ILCG.
Key characteristics
| IUSG | ILCG | |
|---|---|---|
| YTD Return | 9.16% | 7.80% |
| 1Y Return | 29.48% | 33.51% |
| 3Y Return (Ann) | 6.48% | 6.57% |
| 5Y Return (Ann) | 13.92% | 14.63% |
| 10Y Return (Ann) | 13.73% | 14.52% |
| Sharpe Ratio | 2.08 | 2.18 |
| Daily Std Dev | 13.80% | 15.08% |
| Max Drawdown | -63.35% | -52.98% |
| Current Drawdown | -3.77% | -3.86% |
Correlation
The correlation between IUSG and ILCG is 0.96, 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
IUSG vs. ILCG - Performance Comparison
In the year-to-date period, IUSG achieves a 9.16% return, which is significantly higher than ILCG's 7.80% return. Over the past 10 years, IUSG has underperformed ILCG with an annualized return of 13.73%, while ILCG has yielded a comparatively higher 14.52% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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IUSG vs. ILCG - Expense Ratio Comparison
Both IUSG and ILCG have an expense ratio of 0.04%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
IUSG vs. ILCG - 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 iShares Morningstar Growth ETF (ILCG). 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. ILCG - Dividend Comparison
IUSG's dividend yield for the trailing twelve months is around 0.94%, more than ILCG's 0.61% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSG iShares Core S&P U.S. Growth ETF | 0.94% | 1.12% | 1.07% | 0.59% | 0.93% | 1.64% | 1.32% | 1.28% | 1.48% | 1.29% | 1.21% | 1.22% |
ILCG iShares Morningstar Growth ETF | 0.61% | 0.69% | 0.75% | 0.34% | 0.28% | 0.54% | 0.81% | 0.89% | 0.95% | 0.99% | 0.87% | 0.94% |
Drawdowns
IUSG vs. ILCG - Drawdown Comparison
The maximum IUSG drawdown since its inception was -63.35%, which is greater than ILCG's maximum drawdown of -52.98%. Use the drawdown chart below to compare losses from any high point for IUSG and ILCG. For additional features, visit the drawdowns tool.
Volatility
IUSG vs. ILCG - Volatility Comparison
iShares Core S&P U.S. Growth ETF (IUSG) and iShares Morningstar Growth ETF (ILCG) have volatilities of 5.62% and 5.53%, 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.