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IUSG vs. WTIU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IUSG vs. WTIU

Last updated Aug 4, 2026
Documentation

IUSG (iShares Core S&P U.S. Growth ETF) and WTIU (MicroSectors Energy 3X Leveraged ETN) are both exchange-traded funds - IUSG is a Large Cap Growth Equities fund tracking the S&P 900 Growth Index, while WTIU is a Leveraged Equities fund tracking the Solactive MicroSectors Energy Index - Benchmark TR Gross (--300%). Both are passively managed. Over the past 3 years, IUSG returned 25.35%/yr vs -1.04%/yr for WTIU. Their 0.07 correlation means their historical movements had little consistent relationship. IUSG charges 0.04%/yr vs 0.95%/yr for WTIU.

Performance

IUSG vs. WTIU - 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 MicroSectors Energy 3X Leveraged ETN (WTIU). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IUSG achieves a 12.72% return, which is significantly lower than WTIU's 95.37% return.

IUSG

1D
2.17%
1M
1.92%
6M
11.50%
YTD
12.72%
1Y
24.41%
3Y*
25.35%
5Y*
13.30%
10Y*
17.20%
ALL TIME*
8.19%

WTIU

1D
-4.60%
1M
39.23%
6M
55.77%
YTD
95.37%
1Y
104.76%
3Y*
-1.04%
5Y*
—
10Y*
—
ALL TIME*
-5.73%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

IUSG

iShares Core S&P U.S. Growth ETF
$105.73M$92.27M$99.82M

WTIU

MicroSectors Energy 3X Leveraged ETN
$1.41M$930.94K$851.49K

IUSG vs. WTIU - Yearly Performance Comparison

2026 (YTD)202520242023
IUSG
iShares Core S&P U.S. Growth ETF		12.72%21.23%34.70%19.80%
WTIU
MicroSectors Energy 3X Leveraged ETN		95.37%-17.13%-29.63%-28.45%

Correlation

The correlation between IUSG and WTIU is -0.24, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.

Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

-0.24

Correlation (3Y)
Balances recent behavior with more history.

0.02

Correlation (All Time)
Calculated using the full available price history since Feb 15, 2023

0.07

The correlation between IUSG and WTIU shifts across timeframes, from -0.24 (1 year) to 0.07 (all time), reflecting how their relationship changes across market environments.

IUSG vs. WTIU - Sectors Allocation Comparison

Sectors
IUSG
WTIU

Technology

50.9%

-

Communication Services

14.9%

-

Financial Services

8.6%

-

Consumer Cyclical

8.5%

-

Industrials

7.7%

-

Healthcare

6.5%

-

Consumer Defensive

1.0%

-

Real Estate

0.8%

-

Basic Materials

0.5%

-

Utilities

0.4%

-

Energy

0.2%
100.0%

Technology

IUSG
50.9%
WTIU

-

Communication Services

IUSG
14.9%
WTIU

-

Financial Services

IUSG
8.6%
WTIU

-

Consumer Cyclical

IUSG
8.5%
WTIU

-

Industrials

IUSG
7.7%
WTIU

-

Healthcare

IUSG
6.5%
WTIU

-

Consumer Defensive

IUSG
1.0%
WTIU

-

Real Estate

IUSG
0.8%
WTIU

-

Basic Materials

IUSG
0.5%
WTIU

-

Utilities

IUSG
0.4%
WTIU

-

Energy

IUSG
0.2%
WTIU
100.0%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares Core S&P U.S. Growth ETF

MicroSectors Energy 3X Leveraged ETN

Often compared with IUSG:
IUSG vs. IUSVIUSG vs. SCHGIUSG vs. VUGIUSG vs. QQQIUSG vs. IVWIUSG vs. IVVIUSG vs. VOOG
Often compared with WTIU:
WTIU vs. OILUWTIU vs. NRGUWTIU vs. USOWTIU vs. UCOWTIU vs. ERXWTIU vs. GUSHWTIU vs. UTSL

Return for Risk

IUSG vs. WTIU — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
IUSG
IUSG Risk / Return Rank: 5454
Overall Rank
IUSG Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
IUSG Sortino Ratio Rank: 5555
Sortino Ratio Rank
IUSG Omega Ratio Rank: 5252
Omega Ratio Rank
IUSG Calmar Ratio Rank: 5252
Calmar Ratio Rank
IUSG Martin Ratio Rank: 5757
Martin Ratio Rank
WTIU
WTIU Risk / Return Rank: 5555
Overall Rank
WTIU Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
WTIU Sortino Ratio Rank: 5555
Sortino Ratio Rank
WTIU Omega Ratio Rank: 5454
Omega Ratio Rank
WTIU Calmar Ratio Rank: 6060
Calmar Ratio Rank
WTIU Martin Ratio Rank: 4444
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

IUSG vs. WTIU - 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 MicroSectors Energy 3X Leveraged ETN (WTIU). 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.

IUSGWTIUDifference
Sharpe ratioReturn per unit of total volatility
1.38
1.51

-0.14

Sortino ratioReturn per unit of downside risk
1.95
1.99

-0.04

Omega ratioGain probability vs. loss probability

1.24

1.25

-0.01

Calmar ratioReturn relative to maximum drawdown

1.88

2.19

-0.31

Martin ratioReturn relative to average drawdown

6.96

4.99

+1.97

IUSG vs. WTIU - Sharpe Ratio Comparison

The current IUSG Sharpe Ratio is 1.38, which is comparable to the WTIU Sharpe Ratio of 1.51. The chart below compares the historical Sharpe Ratios of IUSG and WTIU, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

IUSG vs. WTIU - Drawdown Comparison

The maximum IUSG drawdown since its inception was -63.41%, smaller than the maximum WTIU drawdown of -75.73%. Use the drawdown chart below to compare losses from any high point for IUSG and WTIU.

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Drawdown Indicators

IUSGWTIUDifference

Max Drawdown

Largest peak-to-trough decline

-63.41%

-75.73%

+12.32%

Max Drawdown (1Y)

Largest decline over 1 year

-13.07%

-48.11%

+35.04%

Max Drawdown (3Y)

Largest decline over 3 years

-22.28%

-75.73%

+53.45%

Max Drawdown (5Y)

Largest decline over 5 years

-32.21%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-32.35%

—

—

Current Drawdown

Current decline from peak

-2.17%

-30.75%

+28.58%

Average Drawdown

Average peak-to-trough decline

-21.33%

-39.20%

+17.87%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.52%

21.07%

-17.55%

Volatility

IUSG vs. WTIU - Volatility Comparison

The current volatility for iShares Core S&P U.S. Growth ETF (IUSG) is 6.24%, while MicroSectors Energy 3X Leveraged ETN (WTIU) has a volatility of 22.17%. This indicates that IUSG experiences smaller price fluctuations and is considered to be less risky than WTIU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

IUSGWTIUDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.24%

22.17%

-15.93%

Volatility (6M)

Calculated over the trailing 6-month period

14.68%

57.97%

-43.29%

Volatility (1Y)

Calculated over the trailing 1-year period

17.84%

69.79%

-51.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.22%

70.86%

-49.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.55%

70.86%

-50.31%

IUSG vs. WTIU - Expense Ratio Comparison

IUSG has a 0.04% expense ratio, which is lower than WTIU's 0.95% expense ratio.

Dividends

IUSG vs. WTIU - Dividend Comparison

IUSG's dividend yield for the trailing twelve months is around 0.49%, while WTIU has not paid dividends to shareholders.

PositionTTM20252024202320222021202020192018201720162015
IUSG
iShares Core S&P U.S. Growth ETF		0.49%0.53%0.59%1.12%1.07%0.59%0.93%1.64%1.32%1.28%1.48%1.29%
WTIU
MicroSectors Energy 3X Leveraged ETN		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

IUSG and WTIU have a correlation of -0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

WTIU has higher volatility (22.17%) compared to IUSG (6.24%). In terms of maximum drawdown, IUSG dropped -63.41% vs WTIU's -75.73%.

On 3-year performance, IUSG leads with 25.35% vs -1.04% for WTIU. On fees, IUSG is cheaper at 0.04% per year. On volatility, IUSG has been the lower-risk option at 6.24%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, IUSG has performed better with a 25.35% return vs -1.04%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IUSG is cheaper with a 0.04% expense ratio, compared with 0.95% for WTIU.

IUSG has the higher dividend yield at 0.49%, compared with 0.00% for WTIU.

IUSG is categorized as Large Cap Growth Equities, while WTIU is Leveraged Equities. IUSG tracks S&P 900 Growth Index, while WTIU tracks Solactive MicroSectors Energy Index - Benchmark TR Gross (--300%). They also come from different issuers: iShares and REX. Their fees differ too: 0.04% for IUSG and 0.95% for WTIU.

WTIU currently has the higher Sharpe Ratio (1.51 vs 1.38), 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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