IUSG vs. IVV
Compare and contrast key facts about iShares Core S&P U.S. Growth ETF (IUSG) and iShares Core S&P 500 ETF (IVV).
IUSG and IVV 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. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000. Both IUSG and IVV 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 IVV.
Performance
IUSG vs. IVV - Performance Comparison
Returns By Period
In the year-to-date period, IUSG achieves a 31.05% return, which is significantly higher than IVV's 25.01% return. Over the past 10 years, IUSG has outperformed IVV with an annualized return of 14.63%, while IVV has yielded a comparatively lower 13.10% annualized return.
IUSG
31.05%
1.11%
13.23%
37.39%
16.98%
14.63%
IVV
25.01%
0.62%
11.72%
32.40%
15.50%
13.10%
Key characteristics
| IUSG | IVV | |
|---|---|---|
| Sharpe Ratio | 2.23 | 2.67 |
| Sortino Ratio | 2.91 | 3.57 |
| Omega Ratio | 1.41 | 1.50 |
| Calmar Ratio | 2.81 | 3.87 |
| Martin Ratio | 12.01 | 17.44 |
| Ulcer Index | 3.12% | 1.87% |
| Daily Std Dev | 16.83% | 12.20% |
| Max Drawdown | -63.35% | -55.25% |
| Current Drawdown | -2.53% | -1.74% |
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IUSG vs. IVV - Expense Ratio Comparison
IUSG has a 0.04% expense ratio, which is higher than IVV'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%.
Correlation
The correlation between IUSG and IVV is 0.92, 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. IVV - 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 Core S&P 500 ETF (IVV). 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. IVV - Dividend Comparison
IUSG's dividend yield for the trailing twelve months is around 0.65%, less than IVV's 1.26% 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% |
IVV iShares Core S&P 500 ETF | 1.26% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% | 1.80% |
Drawdowns
IUSG vs. IVV - Drawdown Comparison
The maximum IUSG drawdown since its inception was -63.35%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for IUSG and IVV. For additional features, visit the drawdowns tool.
Volatility
IUSG vs. IVV - Volatility Comparison
iShares Core S&P U.S. Growth ETF (IUSG) has a higher volatility of 5.48% compared to iShares Core S&P 500 ETF (IVV) at 4.08%. This indicates that IUSG's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.