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UFPT vs. IUSG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

UFPT vs. IUSG

Last updated Jun 4, 2026

UFPT (UFP Technologies, Inc.) is a stock, while IUSG (iShares Core S&P U.S. Growth ETF) is Large Cap Growth Equities fund tracking the Russell 3000 Growth Index. Over the past 10 years, UFPT returned 26.33%/yr vs 17.88%/yr for IUSG. At a 0.26 correlation, their price movements are largely independent.

Performance

UFPT vs. IUSG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in UFP Technologies, Inc. (UFPT) 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

In the year-to-date period, UFPT achieves a -1.66% return, which is significantly lower than IUSG's 14.08% return. Over the past 10 years, UFPT has outperformed IUSG with an annualized return of 26.33%, while IUSG has yielded a comparatively lower 17.88% annualized return.

UFPT

1D
0.91%
1M
13.39%
YTD
-1.66%
6M
-0.60%
1Y
-8.60%
3Y*
10.95%
5Y*
30.45%
10Y*
26.33%

IUSG

1D
-0.89%
1M
7.35%
YTD
14.08%
6M
13.91%
1Y
33.89%
3Y*
27.59%
5Y*
15.69%
10Y*
17.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UFPT vs. IUSG - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
UFPT
UFP Technologies, Inc.		-1.66%-9.19%42.12%45.93%67.79%50.77%-6.07%65.15%8.06%9.23%
IUSG
iShares Core S&P U.S. Growth ETF		14.08%21.23%34.70%29.28%-28.81%31.26%32.65%30.62%-0.79%27.02%

Correlation

The correlation between UFPT and IUSG is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.27

Correlation (3Y)
Calculated over the trailing 3-year period

0.32

Correlation (5Y)
Calculated over the trailing 5-year period

0.35

Correlation (10Y)
Calculated over the trailing 10-year period

0.32

Correlation (All Time)
Calculated using the full available price history since Jul 31, 2000

0.26

Compare stocks, funds, or ETFs

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UFP Technologies, Inc.

iShares Core S&P U.S. Growth ETF

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Often compared with IUSG:
IUSG vs. IUSVIUSG vs. SCHGIUSG vs. VUGIUSG vs. QQQIUSG vs. IVWIUSG vs. IVVIUSG vs. VOOG

Return for Risk

UFPT vs. IUSG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
UFPT
UFPT Risk / Return Rank: 3131
Overall Rank
UFPT Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
UFPT Sortino Ratio Rank: 3030
Sortino Ratio Rank
UFPT Omega Ratio Rank: 3030
Omega Ratio Rank
UFPT Calmar Ratio Rank: 3131
Calmar Ratio Rank
UFPT Martin Ratio Rank: 3131
Martin Ratio Rank
IUSG
IUSG Risk / Return Rank: 5959
Overall Rank
IUSG Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
IUSG Sortino Ratio Rank: 6161
Sortino Ratio Rank
IUSG Omega Ratio Rank: 6060
Omega Ratio Rank
IUSG Calmar Ratio Rank: 5252
Calmar Ratio Rank
IUSG Martin Ratio Rank: 6161
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UFPT vs. IUSG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UFP Technologies, Inc. (UFPT) 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.

UFPTIUSGDifference
Sharpe ratioReturn per unit of total volatility
-0.20
2.17

-2.37

Sortino ratioReturn per unit of downside risk
0.01
2.93

-2.91

Omega ratioGain probability vs. loss probability

1.00

1.37

-0.37

Calmar ratioReturn relative to maximum drawdown

-0.28

2.61

-2.89

Martin ratioReturn relative to average drawdown

-0.52

11.09

-11.61

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

UFPT vs. IUSG - Sharpe Ratio Comparison

The current UFPT Sharpe Ratio is -0.20, which is lower than the IUSG Sharpe Ratio of 2.17. The chart below compares the historical Sharpe Ratios of UFPT and IUSG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

UFPTIUSGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.20

2.17

-2.37

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.69

0.76

-0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.67

0.88

-0.21

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

0.38

-0.22

Drawdowns

UFPT vs. IUSG - Drawdown Comparison

The maximum UFPT drawdown since its inception was -88.53%, which is greater than IUSG's maximum drawdown of -63.41%. Use the drawdown chart below to compare losses from any high point for UFPT and IUSG.

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Drawdown Indicators

UFPTIUSGDifference

Max Drawdown

Largest peak-to-trough decline

-88.53%

-63.41%

-25.12%

Max Drawdown (1Y)

Largest decline over 1 year

-30.69%

-13.07%

-17.62%

Max Drawdown (3Y)

Largest decline over 3 years

-48.31%

-22.28%

-26.03%

Max Drawdown (5Y)

Largest decline over 5 years

-48.31%

-32.21%

-16.10%

Max Drawdown (10Y)

Largest decline over 10 years

-48.31%

-32.35%

-15.96%

Current Drawdown

Current decline from peak

-39.08%

-0.98%

-38.10%

Average Drawdown

Average peak-to-trough decline

-32.24%

-21.44%

-10.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.69%

3.06%

+13.63%

Volatility

UFPT vs. IUSG - Volatility Comparison

UFP Technologies, Inc. (UFPT) has a higher volatility of 13.49% compared to iShares Core S&P U.S. Growth ETF (IUSG) at 4.23%. This indicates that UFPT's price experiences larger fluctuations and is considered to be riskier than IUSG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

UFPTIUSGDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.49%

4.23%

+9.26%

Volatility (6M)

Calculated over the trailing 6-month period

30.17%

12.23%

+17.94%

Volatility (1Y)

Calculated over the trailing 1-year period

43.48%

15.72%

+27.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

44.20%

20.87%

+23.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

39.60%

20.40%

+19.20%

Dividends

UFPT vs. IUSG - Dividend Comparison

UFPT has not paid dividends to shareholders, while IUSG's dividend yield for the trailing twelve months is around 0.47%.

PositionTTM20252024202320222021202020192018201720162015
IUSG
iShares Core S&P U.S. Growth ETF		0.47%0.53%0.59%1.12%1.07%0.59%0.93%1.64%1.32%1.28%1.48%1.29%
UFPT
UFP Technologies, Inc.		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

UFPT and IUSG have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

UFPT has higher volatility (13.49%) compared to IUSG (4.23%). In terms of maximum drawdown, UFPT dropped -88.53% vs IUSG's -63.41%.

IUSG currently has the higher Sharpe Ratio (2.17 vs -0.20), 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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