IUSG vs. ITOT

Last updated Jun 24, 2026

IUSG (iShares Core S&P U.S. Growth ETF) and ITOT (iShares Core S&P Total U.S. Stock Market ETF) are both exchange-traded funds - IUSG is a Large Cap Growth Equities fund tracking the S&P 900 Growth Index, while ITOT is a Large Cap Blend Equities fund tracking the S&P Total Market Index. Both are passively managed. Over the past 10 years, IUSG returned 17.77%/yr vs 15.11%/yr for ITOT. Their correlation of 0.95 suggests significant overlap in exposure. IUSG charges 0.04%/yr vs 0.03%/yr for ITOT.

Performance

IUSG vs. ITOT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Core S&P U.S. Growth ETF (IUSG) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with IUSG having a 9.19% return and ITOT slightly lower at 8.94%. Over the past 10 years, IUSG has outperformed ITOT with an annualized return of 17.77%, while ITOT has yielded a comparatively lower 15.11% annualized return.

IUSG

• 1D: -2.31%
• 1M: -1.86%
• YTD: 9.19%
• 6M: 7.87%
• 1Y: 26.96%
• 3Y*: 25.00%
• 5Y*: 13.77%
• 10Y*: 17.77%

ITOT

• 1D: -1.30%
• 1M: -0.81%
• YTD: 8.94%
• 6M: 7.85%
• 1Y: 24.26%
• 3Y*: 20.67%
• 5Y*: 11.93%
• 10Y*: 15.11%

*Multi-year figures are annualized to reflect compound growth (CAGR)

IUSG vs. ITOT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
IUSG iShares Core S&P U.S. Growth ETF	9.19%	21.23%	34.70%	29.28%	-28.81%	31.26%	32.65%	30.62%	-0.79%	27.02%
ITOT iShares Core S&P Total U.S. Stock Market ETF	8.94%	17.00%	23.80%	26.12%	-19.47%	25.68%	20.71%	30.67%	-5.33%	21.37%

Correlation

The correlation between IUSG and ITOT is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.93
Correlation (3Y) Calculated over the trailing 3-year period	0.94
Correlation (5Y) Calculated over the trailing 5-year period	0.95
Correlation (10Y) Calculated over the trailing 10-year period	0.94
Correlation (All Time) Calculated using the full available price history since Jan 23, 2004	0.95

The correlation between IUSG and ITOT has been stable across timeframes, ranging from 0.93 to 0.95 - a consistent structural relationship.

IUSG vs. ITOT - Sectors Allocation Comparison

Sectors	IUSG	ITOT
Technology	50.8%	37.2%
Communication Services	15.2%	9.8%
Financial Services	8.7%	11.4%
Consumer Cyclical	8.4%	9.8%
Industrials	6.6%	9.1%
Healthcare	6.4%	8.8%
Consumer Defensive	1.2%	4.3%
Utilities	1.1%	2.1%
Real Estate	0.8%	2.3%
Basic Materials	0.5%	2.0%
Energy	0.3%	3.3%

Return for Risk

IUSG vs. ITOT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IUSG

IUSG Risk / Return Rank: 47
IUSG Sharpe Ratio Rank: 48
IUSG Sortino Ratio Rank: 45
IUSG Omega Ratio Rank: 45
IUSG Calmar Ratio Rank: 43
IUSG Martin Ratio Rank: 51

ITOT

ITOT Risk / Return Rank: 59
ITOT Sharpe Ratio Rank: 59
ITOT Sortino Ratio Rank: 56
ITOT Omega Ratio Rank: 57
ITOT Calmar Ratio Rank: 57
ITOT Martin Ratio Rank: 68

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IUSG vs. ITOT - 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 Core S&P Total U.S. Stock Market ETF (ITOT). 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	ITOT	Difference
Sharpe ratio: Return per unit of total volatility	1.60	1.90	-0.30
Sortino ratio: Return per unit of downside risk	2.20	2.59	-0.39
Omega ratio: Gain probability vs. loss probability	1.28	1.34	-0.06
Calmar ratio: Return relative to maximum drawdown	2.07	2.74	-0.67
Martin ratio: Return relative to average drawdown	8.45	12.14	-3.69

IUSG vs. ITOT - Sharpe Ratio Comparison

The current IUSG Sharpe Ratio is 1.60, which is comparable to the ITOT Sharpe Ratio of 1.90. The chart below compares the historical Sharpe Ratios of IUSG and ITOT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

IUSG vs. ITOT - Drawdown Comparison

The maximum IUSG drawdown since its inception was -63.41%, which is greater than ITOT's maximum drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for IUSG and ITOT.

Drawdown Indicators

	IUSG	ITOT	Difference
Max Drawdown Largest peak-to-trough decline	-63.41%	-55.20%	-8.21%
Max Drawdown (1Y) Largest decline over 1 year	-13.07%	-8.90%	-4.17%
Max Drawdown (3Y) Largest decline over 3 years	-22.28%	-19.44%	-2.84%
Max Drawdown (5Y) Largest decline over 5 years	-32.21%	-25.36%	-6.85%
Max Drawdown (10Y) Largest decline over 10 years	-32.35%	-35.00%	+2.65%
Current Drawdown Current decline from peak	-5.23%	-2.79%	-2.44%
Average Drawdown Average peak-to-trough decline	-21.40%	-6.96%	-14.44%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.20%	2.00%	+1.20%

Volatility

IUSG vs. ITOT - Volatility Comparison

iShares Core S&P U.S. Growth ETF (IUSG) has a higher volatility of 7.16% compared to iShares Core S&P Total U.S. Stock Market ETF (ITOT) at 4.96%. This indicates that IUSG's price experiences larger fluctuations and is considered to be riskier than ITOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	IUSG	ITOT	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.16%	4.96%	+2.20%
Volatility (6M) Calculated over the trailing 6-month period	13.66%	10.06%	+3.60%
Volatility (1Y) Calculated over the trailing 1-year period	16.92%	12.85%	+4.07%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.06%	17.46%	+3.60%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.48%	18.28%	+2.20%

IUSG vs. ITOT - Expense Ratio Comparison

IUSG has a 0.04% expense ratio, which is higher than ITOT's 0.03% 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%.

Dividends

IUSG vs. ITOT - Dividend Comparison

IUSG's dividend yield for the trailing twelve months is around 0.50%, less than ITOT's 1.02% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ITOT iShares Core S&P Total U.S. Stock Market ETF	1.02%	1.11%	1.23%	1.47%	1.66%	1.18%	1.41%	1.88%	2.14%	1.69%	1.83%	2.01%
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

Can I hold both IUSG and ITOT in my portfolio?

With a correlation of 0.93, IUSG and ITOT move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, IUSG or ITOT?

IUSG has higher volatility (7.16%) compared to ITOT (4.96%). In terms of maximum drawdown, IUSG dropped -63.41% vs ITOT's -55.20%.

Which ETF is better, IUSG or ITOT?

On 10-year performance, IUSG leads with 17.77% vs 15.11% for ITOT. On fees, ITOT is cheaper at 0.03% per year. On volatility, ITOT has been the lower-risk option at 4.96%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, IUSG or ITOT?

Over the 10-year period, IUSG has performed better with a 17.77% return vs 15.11%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, IUSG or ITOT?

ITOT is cheaper with a 0.03% expense ratio, compared with 0.04% for IUSG.

Which ETF pays a higher dividend yield, IUSG or ITOT?

ITOT has the higher dividend yield at 1.02%, compared with 0.50% for IUSG.

What is the main difference between IUSG and ITOT?

IUSG is categorized as Large Cap Growth Equities, while ITOT is Large Cap Blend Equities. IUSG tracks S&P 900 Growth Index, while ITOT tracks S&P Total Market Index. Their fees differ too: 0.04% for IUSG and 0.03% for ITOT.

Which has better risk-adjusted returns?

ITOT currently has the higher Sharpe Ratio (1.90 vs 1.60), 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.