IUSG vs. IOO
Compare and contrast key facts about iShares Core S&P U.S. Growth ETF (IUSG) and iShares Global 100 ETF (IOO).
IUSG and IOO 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. IOO is a passively managed fund by iShares that tracks the performance of the S&P Global 100 Index. It was launched on Dec 5, 2000. Both IUSG and IOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
IUSG vs. IOO - Performance Comparison
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IUSG vs. IOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUSG iShares Core S&P U.S. Growth ETF | -7.54% | 21.23% | 34.70% | 29.28% | -28.81% | 31.26% | 32.65% | 30.62% | -0.79% | 27.02% |
IOO iShares Global 100 ETF | -4.50% | 27.02% | 26.54% | 27.71% | -16.34% | 26.03% | 18.61% | 30.01% | -6.22% | 23.56% |
Returns By Period
In the year-to-date period, IUSG achieves a -7.54% return, which is significantly lower than IOO's -4.50% return. Both investments have delivered pretty close results over the past 10 years, with IUSG having a 15.51% annualized return and IOO not far behind at 15.03%.
IUSG
- 1D
- 4.03%
- 1M
- -5.34%
- YTD
- -7.54%
- 6M
- -5.48%
- 1Y
- 22.75%
- 3Y*
- 21.35%
- 5Y*
- 11.87%
- 10Y*
- 15.51%
IOO
- 1D
- 3.46%
- 1M
- -5.18%
- YTD
- -4.50%
- 6M
- 1.16%
- 1Y
- 26.95%
- 3Y*
- 21.47%
- 5Y*
- 14.29%
- 10Y*
- 15.03%
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IUSG vs. IOO - Expense Ratio Comparison
IUSG has a 0.04% expense ratio, which is lower than IOO's 0.40% expense ratio.
Return for Risk
IUSG vs. IOO — Risk / Return Rank
IUSG
IOO
IUSG vs. IOO - 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 iShares Global 100 ETF (IOO). 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.
| IUSG | IOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.41 | -0.37 |
Sortino ratioReturn per unit of downside risk | 1.61 | 2.09 | -0.48 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.31 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.75 | 2.18 | -0.44 |
Martin ratioReturn relative to average drawdown | 6.86 | 10.38 | -3.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IUSG | IOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.41 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.85 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.85 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.36 | -0.02 |
Correlation
The correlation between IUSG and IOO is 0.87, 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.
Dividends
IUSG vs. IOO - Dividend Comparison
IUSG's dividend yield for the trailing twelve months is around 0.58%, less than IOO's 0.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSG iShares Core S&P U.S. Growth ETF | 0.58% | 0.53% | 0.59% | 1.12% | 1.07% | 0.59% | 0.93% | 1.64% | 1.32% | 1.28% | 1.48% | 1.29% |
IOO iShares Global 100 ETF | 0.96% | 0.92% | 1.08% | 1.49% | 2.00% | 1.53% | 1.49% | 2.02% | 2.54% | 2.23% | 2.75% | 2.89% |
Drawdowns
IUSG vs. IOO - Drawdown Comparison
The maximum IUSG drawdown since its inception was -63.41%, which is greater than IOO's maximum drawdown of -55.85%. Use the drawdown chart below to compare losses from any high point for IUSG and IOO.
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Drawdown Indicators
| IUSG | IOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.41% | -55.85% | -7.56% |
Max Drawdown (1Y)Largest decline over 1 year | -13.07% | -12.40% | -0.67% |
Max Drawdown (5Y)Largest decline over 5 years | -32.21% | -23.52% | -8.69% |
Max Drawdown (10Y)Largest decline over 10 years | -32.35% | -31.43% | -0.92% |
Current DrawdownCurrent decline from peak | -9.56% | -6.82% | -2.74% |
Average DrawdownAverage peak-to-trough decline | -21.58% | -11.34% | -10.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.33% | 2.61% | +0.72% |
Volatility
IUSG vs. IOO - Volatility Comparison
iShares Core S&P U.S. Growth ETF (IUSG) has a higher volatility of 7.14% compared to iShares Global 100 ETF (IOO) at 6.26%. This indicates that IUSG's price experiences larger fluctuations and is considered to be riskier than IOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUSG | IOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.14% | 6.26% | +0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 12.52% | 10.69% | +1.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.01% | 19.22% | +2.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.83% | 16.97% | +3.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.34% | 17.74% | +2.60% |