TESL vs. ILCB
TESL (Simplify Volt TSLA Revolution ETF) and ILCB (iShares Morningstar U.S. Equity ETF) are both Large Cap Growth Equities funds - TESL tracks the Actively Managed while ILCB tracks the Morningstar US Large-Mid Cap Index. Both are passively managed. Over the past 5 years, TESL returned 4.30%/yr vs 12.26%/yr for ILCB. Their 0.65 correlation means they have sometimes moved together and sometimes differently. TESL charges 0.97%/yr vs 0.03%/yr for ILCB.
Performance
TESL vs. ILCB - Performance Comparison
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Returns By Period
In the year-to-date period, TESL achieves a -29.86% return, which is significantly lower than ILCB's 10.04% return.
TESL
- 1D
- 1.78%
- 1M
- -21.76%
- 6M
- -25.49%
- YTD
- -29.86%
- 1Y
- -35.50%
- 3Y*
- 14.91%
- 5Y*
- 4.30%
- 10Y*
- —
- ALL TIME*
- 2.20%
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 | |
| $120.21K | $121.08K | $205.86K |
TESL vs. ILCB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
TESL Simplify Volt TSLA Revolution ETF | -29.86% | -14.73% | 152.27% | 58.33% | -61.11% | 18.52% | 2.57% |
ILCB iShares Morningstar U.S. Equity ETF | 10.04% | 17.70% | 24.96% | 26.91% | -19.48% | 24.07% | 0.25% |
Correlation
The correlation between TESL and ILCB is 0.60, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.60 |
Correlation (3Y) Balances recent behavior with more history. | 0.62 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.65 |
Correlation (All Time) Calculated using the full available price history since Dec 29, 2020 | 0.65 |
The correlation between TESL and ILCB has been stable across timeframes, ranging from 0.60 to 0.65 - a consistent structural relationship.
TESL vs. ILCB - Sectors Allocation Comparison
Sectors
TESL
ILCB
Consumer Cyclical
Basic Materials
-
Communication Services
-
Consumer Defensive
-
Energy
-
Financial Services
-
Healthcare
-
Industrials
-
Real Estate
-
Technology
-
Utilities
-
Consumer Cyclical
TESL
ILCB
Basic Materials
TESL
-
ILCB
Communication Services
TESL
-
ILCB
Consumer Defensive
TESL
-
ILCB
Energy
TESL
-
ILCB
Financial Services
TESL
-
ILCB
Healthcare
TESL
-
ILCB
Industrials
TESL
-
ILCB
Real Estate
TESL
-
ILCB
Technology
TESL
-
ILCB
Utilities
TESL
-
ILCB
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Return for Risk
TESL vs. ILCB — Risk / Return Rank
TESL
ILCB
TESL vs. ILCB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Volt TSLA Revolution ETF (TESL) 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.
| TESL | ILCB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.14 | ||
| Sortino ratioReturn per unit of downside risk | -2.82 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 1.26 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | -0.66 | 2.12 | -2.77 |
| Martin ratioReturn relative to average drawdown | -1.07 | 8.94 | -10.00 |
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Drawdowns
TESL vs. ILCB - Drawdown Comparison
The maximum TESL drawdown since its inception was -69.11%, which is greater than ILCB's maximum drawdown of -51.53%. Use the drawdown chart below to compare losses from any high point for TESL and ILCB.
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Drawdown Indicators
| TESL | ILCB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.11% | -51.53% | -17.58% |
Max Drawdown (1Y)Largest decline over 1 year | -58.54% | -9.09% | -49.45% |
Max Drawdown (3Y)Largest decline over 3 years | -58.54% | -19.05% | -39.49% |
Max Drawdown (5Y)Largest decline over 5 years | -69.11% | -25.47% | -43.64% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.30% | — |
Current DrawdownCurrent decline from peak | -56.48% | -1.64% | -54.84% |
Average DrawdownAverage peak-to-trough decline | -37.90% | -6.21% | -31.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 36.03% | 2.15% | +33.88% |
Volatility
TESL vs. ILCB - Volatility Comparison
Simplify Volt TSLA Revolution ETF (TESL) has a higher volatility of 20.19% compared to iShares Morningstar U.S. Equity ETF (ILCB) at 3.59%. This indicates that TESL'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
| TESL | ILCB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 20.19% | 3.59% | +16.60% |
Volatility (6M)Calculated over the trailing 6-month period | 41.35% | 10.22% | +31.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 58.04% | 13.01% | +45.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 51.92% | 17.24% | +34.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 50.55% | 18.18% | +32.37% |
TESL vs. ILCB - Expense Ratio Comparison
TESL has a 0.97% expense ratio, which is higher than ILCB's 0.03% expense ratio.
Dividends
TESL vs. ILCB - Dividend Comparison
TESL's dividend yield for the trailing twelve months is around 31.55%, more 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% |
TESL Simplify Volt TSLA Revolution ETF | 31.55% | 23.87% | 0.62% | 0.00% | 0.83% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
TESL and ILCB have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TESL has higher volatility (20.19%) compared to ILCB (3.59%). In terms of maximum drawdown, TESL dropped -69.11% vs ILCB's -51.53%.
On 5-year performance, ILCB leads with 12.26% vs 4.30% for TESL. On fees, ILCB is cheaper at 0.03% per year. On volatility, ILCB has been the lower-risk option at 3.59%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, ILCB has performed better with a 12.26% return vs 4.30%. 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 0.97% for TESL.
TESL has the higher dividend yield at 31.55%, compared with 0.98% for ILCB.
TESL tracks Actively Managed, while ILCB tracks Morningstar US Large-Mid Cap Index. They also come from different issuers: Simplify and iShares. Their fees differ too: 0.97% for TESL and 0.03% for ILCB.
ILCB currently has the higher Sharpe Ratio (1.48 vs -0.66), 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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