PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
RKSG vs. ILCB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

RKSG vs. ILCB

Last updated Aug 5, 2026
Documentation

RKSG (Ruk Strategic Growth ETF) and ILCB (iShares Morningstar U.S. Equity ETF) are both Large Cap Growth Equities funds - RKSG tracks the Ruk Strategic Growth Index while ILCB tracks the Morningstar US Large-Mid Cap Index. Both are passively managed. Their correlation of 0.83 means they have usually moved in the same direction. RKSG charges 0.50%/yr vs 0.03%/yr for ILCB.

Performance

RKSG vs. ILCB - Performance Comparison

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

Loading charts...

Returns By Period

RKSG

1D
1.30%
1M
3.51%
6M
—
YTD
—
1Y
—
3Y*
—
5Y*
—
10Y*
—
ALL TIME*
—

ILCB

1D
1.77%
1M
3.36%
6M
12.65%
YTD
13.71%
1Y
23.30%
3Y*
21.67%
5Y*
12.81%
10Y*
14.62%
ALL TIME*
11.32%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

ILCB

iShares Morningstar U.S. Equity ETF
$1.43M$1.32M$1.37M

RKSG

Ruk Strategic Growth ETF
$31.32K$31.13K$35.98K

RKSG vs. ILCB - Yearly Performance Comparison

2026 (YTD)
RKSG
Ruk Strategic Growth ETF		14.25%
ILCB
iShares Morningstar U.S. Equity ETF		17.64%

Correlation

The correlation between RKSG and ILCB is 0.83, 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 Apr 7, 2026

0.83

RKSG vs. ILCB - Sectors Allocation Comparison

Sectors
RKSG
ILCB

Technology

34.2%
38.4%

Healthcare

17.4%
9.0%

Financial Services

12.2%
11.4%

Industrials

10.1%
8.9%

Communication Services

7.9%
9.8%

Consumer Cyclical

5.3%
9.4%

Energy

4.0%
3.1%

Basic Materials

2.7%
1.8%

Consumer Defensive

2.6%
4.4%

Utilities

1.6%
2.2%

Real Estate

1.1%
1.7%

Technology

RKSG
34.2%
ILCB
38.4%

Healthcare

RKSG
17.4%
ILCB
9.0%

Financial Services

RKSG
12.2%
ILCB
11.4%

Industrials

RKSG
10.1%
ILCB
8.9%

Communication Services

RKSG
7.9%
ILCB
9.8%

Consumer Cyclical

RKSG
5.3%
ILCB
9.4%

Energy

RKSG
4.0%
ILCB
3.1%

Basic Materials

RKSG
2.7%
ILCB
1.8%

Consumer Defensive

RKSG
2.6%
ILCB
4.4%

Utilities

RKSG
1.6%
ILCB
2.2%

Real Estate

RKSG
1.1%
ILCB
1.7%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Ruk Strategic Growth ETF

iShares Morningstar U.S. Equity ETF

Often compared with RKSG:
RKSG vs. SPITRKSG vs. CCORRKSG vs. DARPRKSG vs. DGRORKSG vs. GARYRKSG vs. HLALRKSG vs. MFUS
Often compared with ILCB:
ILCB vs. ILCGILCB vs. VOOILCB vs. IVVILCB vs. SPYILCB vs. SCHBILCB vs. VTIILCB vs. BBUS

Return for Risk

RKSG vs. ILCB — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
RKSG

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

ILCB
ILCB Risk / Return Rank: 6969
Overall Rank
ILCB Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
ILCB Sortino Ratio Rank: 6868
Sortino Ratio Rank
ILCB Omega Ratio Rank: 6868
Omega Ratio Rank
ILCB Calmar Ratio Rank: 6666
Calmar Ratio Rank
ILCB Martin Ratio Rank: 7676
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

RKSG vs. ILCB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ruk Strategic Growth ETF (RKSG) 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.

RKSGILCBDifference
Sharpe ratioReturn per unit of total volatility

—

1.80

—

Sortino ratioReturn per unit of downside risk

—

2.50

—

Omega ratioGain probability vs. loss probability

—

1.32

—

Calmar ratioReturn relative to maximum drawdown

—

2.57

—

Martin ratioReturn relative to average drawdown

—

10.88

—

RKSG vs. ILCB - Sharpe Ratio Comparison

Loading charts...

Drawdowns

RKSG vs. ILCB - Drawdown Comparison

The maximum RKSG drawdown since its inception was -5.34%, smaller than the maximum ILCB drawdown of -51.53%. Use the drawdown chart below to compare losses from any high point for RKSG and ILCB.

Loading charts...

Drawdown Indicators

RKSGILCBDifference

Max Drawdown

Largest peak-to-trough decline

-5.34%

-51.53%

+46.19%

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

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-1.38%

-6.20%

+4.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

2.15%

—

Volatility

RKSG vs. ILCB - Volatility Comparison

Loading charts...

Volatility by Period

RKSGILCBDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

4.19%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

10.44%

—

Volatility (1Y)

Calculated over the trailing 1-year period

11.58%

13.07%

-1.49%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.58%

17.27%

-5.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.58%

18.20%

-6.62%

RKSG vs. ILCB - Expense Ratio Comparison

RKSG has a 0.50% expense ratio, which is higher than ILCB's 0.03% expense ratio.

Dividends

RKSG vs. ILCB - Dividend Comparison

RKSG has not paid dividends to shareholders, while ILCB's dividend yield for the trailing twelve months is around 0.95%.

PositionTTM20252024202320222021202020192018201720162015
ILCB
iShares Morningstar U.S. Equity ETF		0.95%1.11%1.19%1.43%1.65%1.16%1.26%2.25%2.17%1.81%1.97%2.44%
RKSG
Ruk Strategic Growth 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

RKSG and ILCB have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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 0.50% for RKSG.

ILCB has the higher dividend yield at 0.95%, compared with 0.00% for RKSG.

RKSG tracks Ruk Strategic Growth Index, while ILCB tracks Morningstar US Large-Mid Cap Index. They also come from different issuers: Ruk and iShares. Their fees differ too: 0.50% for RKSG and 0.03% for ILCB.

Portfolio Optimizer

Find the right allocation for RKSG and ILCB

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer