NYSX vs. ILCB
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 means they have usually moved in the same direction. NYSX charges 0.09%/yr vs 0.03%/yr for ILCB.
Performance
NYSX vs. ILCB - Performance Comparison
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Returns By Period
NYSX
- 1D
- 1.17%
- 1M
- -2.71%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
ILCB
- 1D
- 0.68%
- 1M
- 0.02%
- 6M
- 8.59%
- YTD
- 10.04%
- 1Y
- 21.14%
- 3Y*
- 19.48%
- 5Y*
- 12.26%
- 10Y*
- 14.38%
- ALL TIME*
- 11.16%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $856.67K | $1.50M | $1.33M | |
| $239.29K | $212.13K | $467.73K |
NYSX vs. ILCB - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
NYSX Global X NYSE 100 ETF | 24.51% |
ILCB iShares Morningstar U.S. Equity ETF | 14.17% |
Correlation
The correlation between NYSX and ILCB is 0.91, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Mar 26, 2026 | 0.91 |
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Return for Risk
NYSX vs. ILCB — Risk / Return Rank
NYSX
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
ILCB
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.
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.
| NYSX | ILCB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.26 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.12 | — |
| Martin ratioReturn relative to average drawdown | — | 8.94 | — |
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Drawdowns
NYSX vs. ILCB - Drawdown Comparison
The maximum NYSX drawdown since its inception was -13.45%, 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.
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Drawdown Indicators
| NYSX | ILCB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.45% | -51.53% | +38.08% |
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 DrawdownCurrent decline from peak | -8.69% | -1.64% | -7.05% |
Average DrawdownAverage peak-to-trough decline | -3.11% | -6.21% | +3.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.15% | — |
Volatility
NYSX vs. ILCB - Volatility Comparison
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Volatility by Period
| NYSX | ILCB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.59% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 10.22% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 27.48% | 13.01% | +14.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.48% | 17.24% | +10.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.48% | 18.18% | +9.30% |
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's dividend yield for the trailing twelve months is around 0.05%, less than ILCB's 0.98% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ILCB iShares Morningstar U.S. Equity ETF | 0.98% | 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 | 0.05% | 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 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.
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.
ILCB is cheaper with a 0.03% expense ratio, compared with 0.09% for NYSX.
ILCB has the higher dividend yield at 0.98%, compared with 0.05% for NYSX.
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.
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