NUGO vs. ILCB
Compare and contrast key facts about Nuveen Growth Opportunities ETF (NUGO) and iShares Morningstar U.S. Equity ETF (ILCB).
NUGO and ILCB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NUGO is an actively managed fund by Nuveen. It was launched on Sep 27, 2021. ILCB is a passively managed fund by iShares that tracks the performance of the Morningstar US Large-Mid Cap Index. It was launched on Jun 28, 2004.
Performance
NUGO vs. ILCB - Performance Comparison
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NUGO vs. ILCB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
NUGO Nuveen Growth Opportunities ETF | -9.53% | 14.91% | 35.95% | 45.37% | -32.73% | 7.78% |
ILCB iShares Morningstar U.S. Equity ETF | -4.57% | 17.70% | 24.96% | 26.91% | -19.48% | 8.71% |
Returns By Period
In the year-to-date period, NUGO achieves a -9.53% return, which is significantly lower than ILCB's -4.57% return.
NUGO
- 1D
- 4.41%
- 1M
- -4.94%
- YTD
- -9.53%
- 6M
- -8.50%
- 1Y
- 17.78%
- 3Y*
- 21.81%
- 5Y*
- —
- 10Y*
- —
ILCB
- 1D
- 2.92%
- 1M
- -4.96%
- YTD
- -4.57%
- 6M
- -2.23%
- 1Y
- 17.62%
- 3Y*
- 18.30%
- 5Y*
- 11.15%
- 10Y*
- 13.49%
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NUGO vs. ILCB - Expense Ratio Comparison
NUGO has a 0.56% expense ratio, which is higher than ILCB's 0.03% expense ratio.
Return for Risk
NUGO vs. ILCB — Risk / Return Rank
NUGO
ILCB
NUGO vs. ILCB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Growth Opportunities ETF (NUGO) and iShares Morningstar U.S. Equity ETF (ILCB). 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.
| NUGO | ILCB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 0.96 | -0.21 |
Sortino ratioReturn per unit of downside risk | 1.22 | 1.47 | -0.25 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.22 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.04 | 1.51 | -0.48 |
Martin ratioReturn relative to average drawdown | 3.43 | 7.11 | -3.69 |
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
| NUGO | ILCB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 0.96 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.65 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.75 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.60 | -0.20 |
Correlation
The correlation between NUGO and ILCB 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.
Dividends
NUGO vs. ILCB - Dividend Comparison
NUGO has not paid dividends to shareholders, while ILCB's dividend yield for the trailing twelve months is around 1.13%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NUGO Nuveen Growth Opportunities ETF | 0.00% | 0.00% | 0.00% | 0.19% | 0.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ILCB iShares Morningstar U.S. Equity ETF | 1.13% | 1.11% | 1.19% | 1.43% | 1.65% | 1.16% | 1.26% | 2.25% | 2.17% | 1.81% | 1.97% | 2.44% |
Drawdowns
NUGO vs. ILCB - Drawdown Comparison
The maximum NUGO drawdown since its inception was -38.01%, smaller than the maximum ILCB drawdown of -51.53%. Use the drawdown chart below to compare losses from any high point for NUGO and ILCB.
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Drawdown Indicators
| NUGO | ILCB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.01% | -51.53% | +13.52% |
Max Drawdown (1Y)Largest decline over 1 year | -17.54% | -12.07% | -5.47% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.47% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.30% | — |
Current DrawdownCurrent decline from peak | -13.90% | -6.44% | -7.46% |
Average DrawdownAverage peak-to-trough decline | -12.41% | -6.28% | -6.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.30% | 2.57% | +2.73% |
Volatility
NUGO vs. ILCB - Volatility Comparison
Nuveen Growth Opportunities ETF (NUGO) has a higher volatility of 7.72% compared to iShares Morningstar U.S. Equity ETF (ILCB) at 5.34%. This indicates that NUGO's price experiences larger fluctuations and is considered to be riskier than ILCB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NUGO | ILCB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.72% | 5.34% | +2.38% |
Volatility (6M)Calculated over the trailing 6-month period | 14.32% | 9.62% | +4.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.89% | 18.41% | +5.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.34% | 17.13% | +6.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.34% | 18.14% | +5.20% |