SARK vs. ISCG
SARK (Tradr Short Innovation Daily ETF) and ISCG (iShares Morningstar Small-Cap Growth ETF) are both exchange-traded funds - SARK is a Inverse Equities fund actively managed by AXS, while ISCG is a Small Cap Growth Equities fund tracking the Morningstar US Small Cap Broad Growth Extended Index. SARK is actively managed, while ISCG is passively managed. Over the past 3 years, SARK returned -28.52%/yr vs 16.58%/yr for ISCG. Their -0.83 correlation means they have often moved in opposite directions in the past. SARK charges 0.75%/yr vs 0.06%/yr for ISCG.
Performance
SARK vs. ISCG - Performance Comparison
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Returns By Period
In the year-to-date period, SARK achieves a -7.36% return, which is significantly lower than ISCG's 18.02% return.
SARK
- 1D
- -4.39%
- 1M
- 4.63%
- 6M
- -11.06%
- YTD
- -7.36%
- 1Y
- -14.81%
- 3Y*
- -28.52%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -12.60%
ISCG
- 1D
- 2.38%
- 1M
- 1.05%
- 6M
- 13.60%
- YTD
- 18.02%
- 1Y
- 29.05%
- 3Y*
- 16.58%
- 5Y*
- 6.03%
- 10Y*
- 11.23%
- ALL TIME*
- 9.64%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.31M | $1.50M | $1.83M | |
| $5.02M | $4.74M | $6.36M |
SARK vs. ISCG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SARK Tradr Short Innovation Daily ETF | -7.36% | -25.93% | -36.90% | -46.32% | 83.35% | 24.05% |
ISCG iShares Morningstar Small-Cap Growth ETF | 18.02% | 12.88% | 13.35% | 23.13% | -26.75% | -8.70% |
Correlation
The correlation between SARK and ISCG is -0.80, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.80 |
Correlation (3Y) Balances recent behavior with more history. | -0.80 |
Correlation (All Time) Calculated using the full available price history since Nov 9, 2021 | -0.83 |
The correlation between SARK and ISCG has been stable across timeframes, ranging from -0.83 to -0.80 - a consistent structural relationship.
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Return for Risk
SARK vs. ISCG — Risk / Return Rank
SARK
ISCG
SARK vs. ISCG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tradr Short Innovation Daily ETF (SARK) and iShares Morningstar Small-Cap Growth ETF (ISCG). 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.
| SARK | ISCG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.97 | ||
| Sortino ratioReturn per unit of downside risk | -2.61 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.27 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | -0.56 | 2.55 | -3.12 |
| Martin ratioReturn relative to average drawdown | -1.00 | 9.21 | -10.22 |
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Drawdowns
SARK vs. ISCG - Drawdown Comparison
The maximum SARK drawdown since its inception was -81.07%, which is greater than ISCG's maximum drawdown of -57.72%. Use the drawdown chart below to compare losses from any high point for SARK and ISCG.
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Drawdown Indicators
| SARK | ISCG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.07% | -57.72% | -23.35% |
Max Drawdown (1Y)Largest decline over 1 year | -26.34% | -11.43% | -14.91% |
Max Drawdown (3Y)Largest decline over 3 years | -74.42% | -26.71% | -47.71% |
Max Drawdown (5Y)Largest decline over 5 years | — | -37.80% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.48% | — |
Current DrawdownCurrent decline from peak | -79.55% | -0.43% | -79.12% |
Average DrawdownAverage peak-to-trough decline | -47.59% | -11.56% | -36.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.77% | 3.16% | +11.61% |
Volatility
SARK vs. ISCG - Volatility Comparison
Tradr Short Innovation Daily ETF (SARK) has a higher volatility of 11.78% compared to iShares Morningstar Small-Cap Growth ETF (ISCG) at 5.19%. This indicates that SARK's price experiences larger fluctuations and is considered to be riskier than ISCG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SARK | ISCG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.78% | 5.19% | +6.59% |
Volatility (6M)Calculated over the trailing 6-month period | 28.06% | 13.87% | +14.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.50% | 18.71% | +17.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 55.76% | 23.01% | +32.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 55.76% | 23.16% | +32.60% |
SARK vs. ISCG - Expense Ratio Comparison
SARK has a 0.75% expense ratio, which is higher than ISCG's 0.06% expense ratio.
Dividends
SARK vs. ISCG - Dividend Comparison
SARK's dividend yield for the trailing twelve months is around 3.04%, more than ISCG's 0.57% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISCG iShares Morningstar Small-Cap Growth ETF | 0.57% | 0.61% | 0.84% | 0.77% | 0.92% | 0.62% | 0.10% | 0.27% | 0.40% | 0.52% | 1.19% | 0.64% |
SARK Tradr Short Innovation Daily ETF | 3.04% | 2.82% | 15.49% | 12.57% | 25.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SARK and ISCG have a correlation of -0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SARK has higher volatility (11.78%) compared to ISCG (5.19%). In terms of maximum drawdown, SARK dropped -81.07% vs ISCG's -57.72%.
On 3-year performance, ISCG leads with 16.58% vs -28.52% for SARK. On fees, ISCG is cheaper at 0.06% per year. On volatility, ISCG has been the lower-risk option at 5.19%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, ISCG has performed better with a 16.58% return vs -28.52%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
ISCG is cheaper with a 0.06% expense ratio, compared with 0.75% for SARK.
SARK has the higher dividend yield at 3.04%, compared with 0.57% for ISCG.
SARK is categorized as Inverse Equities, while ISCG is Small Cap Growth Equities. They also come from different issuers: AXS and iShares. Their fees differ too: 0.75% for SARK and 0.06% for ISCG.
ISCG currently has the higher Sharpe Ratio (1.57 vs -0.41), 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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