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LRNZ vs. IUSG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

LRNZ vs. IUSG

Last updated Jul 17, 2026
Documentation

LRNZ (TrueShares Technology, AI & Deep Learning ETF) and IUSG (iShares Core S&P U.S. Growth ETF) are both Large Cap Growth Equities funds. LRNZ is actively managed, while IUSG is passively managed. With a 1.00 correlation, they move nearly in lockstep. LRNZ charges 0.68%/yr vs 0.04%/yr for IUSG.

Performance

LRNZ vs. IUSG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in TrueShares Technology, AI & Deep Learning ETF (LRNZ) and iShares Core S&P U.S. Growth ETF (IUSG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

LRNZ

1D
-3.48%
1M
—
6M
—
YTD
—
1Y
—
3Y*
—
5Y*
—
10Y*
—

IUSG

1D
-1.66%
1M
-0.74%
6M
10.32%
YTD
11.16%
1Y
22.91%
3Y*
24.15%
5Y*
13.54%
10Y*
17.23%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LRNZ vs. IUSG - Yearly Performance Comparison

2026 (YTD)
LRNZ
TrueShares Technology, AI & Deep Learning ETF		-5.22%
IUSG
iShares Core S&P U.S. Growth ETF		-1.10%

Correlation

The correlation between LRNZ and IUSG is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 10, 2026

1.00

LRNZ vs. IUSG - Sectors Allocation Comparison

Sectors
LRNZ
IUSG

Technology

82.1%
49.9%

Healthcare

15.0%
6.8%

Communication Services

2.9%
15.1%

Basic Materials

-

0.5%

Consumer Cyclical

-

8.4%

Consumer Defensive

-

1.2%

Energy

-

0.3%

Financial Services

-

9.0%

Industrials

-

6.7%

Real Estate

-

0.9%

Utilities

-

1.2%

Technology

LRNZ
82.1%
IUSG
49.9%

Healthcare

LRNZ
15.0%
IUSG
6.8%

Communication Services

LRNZ
2.9%
IUSG
15.1%

Basic Materials

LRNZ

-

IUSG
0.5%

Consumer Cyclical

LRNZ

-

IUSG
8.4%

Consumer Defensive

LRNZ

-

IUSG
1.2%

Energy

LRNZ

-

IUSG
0.3%

Financial Services

LRNZ

-

IUSG
9.0%

Industrials

LRNZ

-

IUSG
6.7%

Real Estate

LRNZ

-

IUSG
0.9%

Utilities

LRNZ

-

IUSG
1.2%

Compare stocks, funds, or ETFs

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TrueShares Technology, AI & Deep Learning ETF

iShares Core S&P U.S. Growth ETF

Often compared with LRNZ:
LRNZ vs. THNQLRNZ vs. BOTZLRNZ vs. DATLRNZ vs. AIQLRNZ vs. ARKFLRNZ vs. ^GSPCLRNZ vs. ITOT
Often compared with IUSG:
IUSG vs. IUSVIUSG vs. SCHGIUSG vs. VUGIUSG vs. QQQIUSG vs. IVWIUSG vs. IVVIUSG vs. VOOG

Return for Risk

LRNZ vs. IUSG — Risk / Return Rank

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

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

IUSG
IUSG Risk / Return Rank: 4545
Overall Rank
IUSG Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
IUSG Sortino Ratio Rank: 4444
Sortino Ratio Rank
IUSG Omega Ratio Rank: 4343
Omega Ratio Rank
IUSG Calmar Ratio Rank: 4242
Calmar Ratio Rank
IUSG Martin Ratio Rank: 5151
Martin Ratio Rank
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.

LRNZ vs. IUSG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for TrueShares Technology, AI & Deep Learning ETF (LRNZ) and iShares Core S&P U.S. Growth ETF (IUSG). 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.

LRNZIUSGDifference
Sharpe ratioReturn per unit of total volatility

—

1.34

—

Sortino ratioReturn per unit of downside risk

—

1.88

—

Omega ratioGain probability vs. loss probability

—

1.24

—

Calmar ratioReturn relative to maximum drawdown

—

1.76

—

Martin ratioReturn relative to average drawdown

—

6.90

—

LRNZ vs. IUSG - Sharpe Ratio Comparison

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Drawdowns

LRNZ vs. IUSG - Drawdown Comparison

The maximum LRNZ drawdown since its inception was -5.22%, smaller than the maximum IUSG drawdown of -63.41%. Use the drawdown chart below to compare losses from any high point for LRNZ and IUSG.

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Drawdown Indicators

LRNZIUSGDifference

Max Drawdown

Largest peak-to-trough decline

-5.22%

-63.41%

+58.19%

Max Drawdown (1Y)

Largest decline over 1 year

—

-13.07%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-22.28%

—

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

-5.22%

-3.52%

-1.70%

Average Drawdown

Average peak-to-trough decline

-2.24%

-21.36%

+19.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

3.33%

—

Volatility

LRNZ vs. IUSG - Volatility Comparison

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Volatility by Period

LRNZIUSGDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

5.58%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

14.13%

—

Volatility (1Y)

Calculated over the trailing 1-year period

36.71%

17.21%

+19.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.71%

21.12%

+15.59%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.71%

20.48%

+16.23%

LRNZ vs. IUSG - Expense Ratio Comparison

LRNZ has a 0.68% expense ratio, which is higher than IUSG's 0.04% expense ratio.

Dividends

LRNZ vs. IUSG - Dividend Comparison

LRNZ has not paid dividends to shareholders, while IUSG's dividend yield for the trailing twelve months is around 0.50%.

PositionTTM20252024202320222021202020192018201720162015
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%
LRNZ
TrueShares Technology, AI & Deep Learning ETF		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

With a correlation of 1.00, LRNZ and IUSG 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.

On fees, IUSG is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IUSG is cheaper with a 0.04% expense ratio, compared with 0.68% for LRNZ.

IUSG has the higher dividend yield at 0.50%, compared with 0.00% for LRNZ.

They also come from different issuers: TrueMark Investments and iShares. Their fees differ too: 0.68% for LRNZ and 0.04% for IUSG.

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