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RKSG vs. IUSG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

RKSG vs. IUSG

Last updated Aug 5, 2026
Documentation

RKSG (Ruk Strategic Growth ETF) and IUSG (iShares Core S&P U.S. Growth ETF) are both Large Cap Growth Equities funds - RKSG tracks the Ruk Strategic Growth Index while IUSG tracks the S&P 900 Growth Index. Both are passively managed. Their 0.76 correlation means they have sometimes moved together and sometimes differently. RKSG charges 0.50%/yr vs 0.04%/yr for IUSG.

Performance

RKSG vs. IUSG - Performance Comparison

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

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Returns By Period

RKSG

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

IUSG

1D
2.35%
1M
4.31%
6M
15.91%
YTD
15.36%
1Y
24.84%
3Y*
26.32%
5Y*
13.72%
10Y*
17.47%
ALL TIME*
8.28%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

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

IUSG

iShares Core S&P U.S. Growth ETF
$105.58M$92.91M$100.13M

RKSG

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

RKSG vs. IUSG - Yearly Performance Comparison

2026 (YTD)
RKSG
Ruk Strategic Growth ETF		14.25%
IUSG
iShares Core S&P U.S. Growth ETF		22.54%

Correlation

The correlation between RKSG and IUSG is 0.76, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

Correlation
Correlation (All Time)
Calculated using the full available price history since Apr 7, 2026

0.76

RKSG vs. IUSG - Sectors Allocation Comparison

Sectors
RKSG
IUSG

Technology

34.2%
50.9%

Healthcare

17.4%
6.5%

Financial Services

12.2%
8.6%

Industrials

10.1%
7.7%

Communication Services

7.9%
14.9%

Consumer Cyclical

5.3%
8.5%

Energy

4.0%
0.2%

Basic Materials

2.7%
0.5%

Consumer Defensive

2.6%
1.0%

Utilities

1.6%
0.4%

Real Estate

1.1%
0.8%

Technology

RKSG
34.2%
IUSG
50.9%

Healthcare

RKSG
17.4%
IUSG
6.5%

Financial Services

RKSG
12.2%
IUSG
8.6%

Industrials

RKSG
10.1%
IUSG
7.7%

Communication Services

RKSG
7.9%
IUSG
14.9%

Consumer Cyclical

RKSG
5.3%
IUSG
8.5%

Energy

RKSG
4.0%
IUSG
0.2%

Basic Materials

RKSG
2.7%
IUSG
0.5%

Consumer Defensive

RKSG
2.6%
IUSG
1.0%

Utilities

RKSG
1.6%
IUSG
0.4%

Real Estate

RKSG
1.1%
IUSG
0.8%

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 Core S&P U.S. Growth ETF

Often compared with RKSG:
RKSG vs. SPITRKSG vs. CCORRKSG vs. DARPRKSG vs. DGRORKSG vs. GARYRKSG vs. ILCBRKSG vs. HLAL
Often compared with IUSG:
IUSG vs. IUSVIUSG vs. SCHGIUSG vs. VUGIUSG vs. QQQIUSG vs. IVWIUSG vs. IVVIUSG vs. VOOG

Return for Risk

RKSG vs. IUSG — 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.

IUSG
IUSG Risk / Return Rank: 4949
Overall Rank
IUSG Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
IUSG Sortino Ratio Rank: 4949
Sortino Ratio Rank
IUSG Omega Ratio Rank: 4747
Omega Ratio Rank
IUSG Calmar Ratio Rank: 4747
Calmar Ratio Rank
IUSG Martin Ratio Rank: 5454
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. IUSG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ruk Strategic Growth ETF (RKSG) and iShares Core S&P U.S. Growth ETF (IUSG). 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.

RKSGIUSGDifference
Sharpe ratioReturn per unit of total volatility

—

1.40

—

Sortino ratioReturn per unit of downside risk

—

1.98

—

Omega ratioGain probability vs. loss probability

—

1.24

—

Calmar ratioReturn relative to maximum drawdown

—

1.91

—

Martin ratioReturn relative to average drawdown

—

7.08

—

RKSG vs. IUSG - Sharpe Ratio Comparison

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Drawdowns

RKSG vs. IUSG - Drawdown Comparison

The maximum RKSG drawdown since its inception was -5.34%, smaller than the maximum IUSG drawdown of -63.41%. Use the drawdown chart below to compare losses from any high point for RKSG and IUSG.

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Drawdown Indicators

RKSGIUSGDifference

Max Drawdown

Largest peak-to-trough decline

-5.34%

-63.41%

+58.07%

Max Drawdown (1Y)

Largest decline over 1 year

—

-13.07%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-22.28%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-32.21%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-32.35%

—

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-1.38%

-21.32%

+19.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

3.52%

—

Volatility

RKSG vs. IUSG - Volatility Comparison

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Volatility by Period

RKSGIUSGDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

6.53%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

14.85%

—

Volatility (1Y)

Calculated over the trailing 1-year period

11.58%

17.94%

-6.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.58%

21.24%

-9.66%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.58%

20.57%

-8.99%

RKSG vs. IUSG - Expense Ratio Comparison

RKSG has a 0.50% expense ratio, which is higher than IUSG's 0.04% expense ratio.

Dividends

RKSG vs. IUSG - Dividend Comparison

RKSG has not paid dividends to shareholders, while IUSG's dividend yield for the trailing twelve months is around 0.48%.

PositionTTM20252024202320222021202020192018201720162015
IUSG
iShares Core S&P U.S. Growth ETF		0.48%0.53%0.59%1.12%1.07%0.59%0.93%1.64%1.32%1.28%1.48%1.29%
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 IUSG have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IUSG is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IUSG is cheaper with a 0.04% expense ratio, compared with 0.50% for RKSG.

IUSG has the higher dividend yield at 0.48%, compared with 0.00% for RKSG.

RKSG tracks Ruk Strategic Growth Index, while IUSG tracks S&P 900 Growth Index. They also come from different issuers: Ruk and iShares. Their fees differ too: 0.50% for RKSG and 0.04% for IUSG.

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