NYSX vs. ILCB

Last updated Jun 5, 2026

NYSX (Global X NYSE 100 ETF) and ILCB (iShares Morningstar U.S. Equity ETF) are both Large Cap Growth Equities funds - NYSX tracks the NYSE 100 Index while ILCB tracks the Morningstar US Large-Mid Cap Index. Both are passively managed. Their correlation of 0.91 suggests significant overlap in exposure. NYSX charges 0.09%/yr vs 0.03%/yr for ILCB.

Performance

NYSX vs. ILCB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X NYSE 100 ETF (NYSX) and iShares Morningstar U.S. Equity ETF (ILCB). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

NYSX

• 1D: -0.36%
• 1M: 11.23%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

ILCB

• 1D: 0.40%
• 1M: 4.85%
• YTD: 11.56%
• 6M: 11.45%
• 1Y: 28.46%
• 3Y*: 22.90%
• 5Y*: 13.55%
• 10Y*: 14.98%

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

NYSX vs. ILCB - Yearly Performance Comparison

	2026 (YTD)
NYSX Global X NYSE 100 ETF	34.86%
ILCB iShares Morningstar U.S. Equity ETF	17.80%

Correlation

The correlation between NYSX and ILCB is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 27, 2026	0.91

Return for Risk

NYSX vs. ILCB — Risk / Return Rank

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

ILCB

ILCB Risk / Return Rank: 72
ILCB Sharpe Ratio Rank: 74
ILCB Sortino Ratio Rank: 73
ILCB Omega Ratio Rank: 73
ILCB Calmar Ratio Rank: 64
ILCB Martin Ratio Rank: 76

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.

NYSX vs. ILCB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X NYSE 100 ETF (NYSX) 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.

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

Sharpe Ratios by Period

	NYSX	ILCB	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.38	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.79	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.83	—
Sharpe Ratio (All Time) Calculated using the full available price history	17.95	0.64	+17.31

Drawdowns

NYSX vs. ILCB - Drawdown Comparison

The maximum NYSX drawdown since its inception was -3.46%, smaller than the maximum ILCB drawdown of -51.53%. Use the drawdown chart below to compare losses from any high point for NYSX and ILCB.

Drawdown Indicators

	NYSX	ILCB	Difference
Max Drawdown Largest peak-to-trough decline	-3.46%	-51.53%	+48.07%
Max Drawdown (1Y) Largest decline over 1 year	—	-9.09%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-19.05%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.47%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-35.30%	—
Current Drawdown Current decline from peak	-1.37%	-0.27%	-1.10%
Average Drawdown Average peak-to-trough decline	-0.52%	-6.23%	+5.71%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.97%	—

Volatility

Volatility by Period

	NYSX	ILCB	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.83%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.11%	—
Volatility (1Y) Calculated over the trailing 1-year period	21.44%	12.01%	+9.43%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.44%	17.12%	+4.32%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.44%	18.16%	+3.28%

NYSX vs. ILCB - Expense Ratio Comparison

NYSX has a 0.09% expense ratio, which is higher than ILCB'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

NYSX vs. ILCB - Dividend Comparison

NYSX has not paid dividends to shareholders, while ILCB's dividend yield for the trailing twelve months is around 0.96%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ILCB iShares Morningstar U.S. Equity ETF	0.96%	1.11%	1.19%	1.43%	1.65%	1.16%	1.26%	2.25%	2.17%	1.81%	1.97%	2.44%
NYSX Global X NYSE 100 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

Can I hold both NYSX and ILCB in my portfolio?

With a correlation of 0.91, NYSX and ILCB 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 ETF is better, NYSX or ILCB?

On fees, ILCB is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, NYSX or ILCB?

ILCB is cheaper with a 0.03% expense ratio, compared with 0.09% for NYSX.

Which ETF pays a higher dividend yield, NYSX or ILCB?

ILCB has the higher dividend yield at 0.96%, compared with 0.00% for NYSX.

What is the main difference between NYSX and ILCB?

NYSX tracks NYSE 100 Index, while ILCB tracks Morningstar US Large-Mid Cap Index. They also come from different issuers: Global X and iShares. Their fees differ too: 0.09% for NYSX and 0.03% for ILCB.