RILA vs. ILCB
RILA (Indexperts Gorilla Aggressive Growth ETF) and ILCB (iShares Morningstar U.S. Equity ETF) are both Large Cap Growth Equities funds. RILA is actively managed, while ILCB is passively managed. Over the past year, RILA returned 12.73% vs 28.03% for ILCB. Their correlation of 0.89 suggests significant overlap in exposure. RILA charges 0.50%/yr vs 0.03%/yr for ILCB.
Performance
RILA vs. ILCB - Performance Comparison
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Returns By Period
In the year-to-date period, RILA achieves a 5.54% return, which is significantly lower than ILCB's 11.12% return.
RILA
- 1D
- -1.28%
- 1M
- 7.26%
- YTD
- 5.54%
- 6M
- 4.59%
- 1Y
- 12.73%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ILCB
- 1D
- -0.67%
- 1M
- 5.29%
- YTD
- 11.12%
- 6M
- 11.10%
- 1Y
- 28.03%
- 3Y*
- 22.69%
- 5Y*
- 13.45%
- 10Y*
- 15.00%
RILA vs. ILCB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
RILA Indexperts Gorilla Aggressive Growth ETF | 5.54% | 15.46% |
ILCB iShares Morningstar U.S. Equity ETF | 11.12% | 17.85% |
Correlation
The correlation between RILA and ILCB is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.87 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2025 | 0.89 |
The correlation between RILA and ILCB has been stable across timeframes, ranging from 0.87 to 0.89 - a consistent structural relationship.
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Return for Risk
RILA vs. ILCB — Risk / Return Rank
RILA
ILCB
RILA vs. ILCB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Indexperts Gorilla Aggressive Growth ETF (RILA) 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.
| RILA | ILCB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.53 | ||
| Sortino ratioReturn per unit of downside risk | -1.98 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.42 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | 0.77 | 3.10 | -2.32 |
| Martin ratioReturn relative to average drawdown | 2.32 | 14.24 | -11.92 |
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
| RILA | ILCB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 2.35 | -1.53 |
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 | 0.75 | 0.64 | +0.11 |
Drawdowns
RILA vs. ILCB - Drawdown Comparison
The maximum RILA drawdown since its inception was -19.99%, smaller than the maximum ILCB drawdown of -51.53%. Use the drawdown chart below to compare losses from any high point for RILA and ILCB.
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Drawdown Indicators
| RILA | ILCB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.99% | -51.53% | +31.54% |
Max Drawdown (1Y)Largest decline over 1 year | -16.54% | -9.09% | -7.45% |
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 | -1.40% | -0.67% | -0.73% |
Average DrawdownAverage peak-to-trough decline | -4.52% | -6.24% | +1.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.51% | 1.97% | +3.54% |
Volatility
RILA vs. ILCB - Volatility Comparison
Indexperts Gorilla Aggressive Growth ETF (RILA) has a higher volatility of 3.98% compared to iShares Morningstar U.S. Equity ETF (ILCB) at 2.88%. This indicates that RILA'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
| RILA | ILCB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | 2.88% | +1.10% |
Volatility (6M)Calculated over the trailing 6-month period | 11.98% | 9.10% | +2.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.78% | 12.02% | +3.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.24% | 17.13% | +3.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.24% | 18.16% | +2.08% |
RILA vs. ILCB - Expense Ratio Comparison
RILA has a 0.50% expense ratio, which is higher than ILCB's 0.03% expense ratio.
Dividends
RILA vs. ILCB - Dividend Comparison
RILA's dividend yield for the trailing twelve months is around 0.10%, less than ILCB's 0.97% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ILCB iShares Morningstar U.S. Equity ETF | 0.97% | 1.11% | 1.19% | 1.43% | 1.65% | 1.16% | 1.26% | 2.25% | 2.17% | 1.81% | 1.97% | 2.44% |
RILA Indexperts Gorilla Aggressive Growth ETF | 0.10% | 0.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
RILA and ILCB have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RILA has higher volatility (3.98%) compared to ILCB (2.88%). In terms of maximum drawdown, RILA dropped -19.99% vs ILCB's -51.53%.
On 1-year performance, ILCB leads with 28.03% vs 12.73% for RILA. On fees, ILCB is cheaper at 0.03% per year. On volatility, ILCB has been the lower-risk option at 2.88%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, ILCB has performed better with a 28.03% return vs 12.73%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
ILCB is cheaper with a 0.03% expense ratio, compared with 0.50% for RILA.
ILCB has the higher dividend yield at 0.97%, compared with 0.10% for RILA.
They also come from different issuers: Indexperts and iShares. Their fees differ too: 0.50% for RILA and 0.03% for ILCB.
ILCB currently has the higher Sharpe Ratio (2.35 vs 0.81), 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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