ILCG vs SPY

Quick Verdict

ILCG has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: ILCGHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricILCGSPYWinner
Expense Ratio0.04%0.09%
AUM$3.1B$789.1B
Dividend Yield0.41%1.01%
Holdings331505
YTD Return+7.44%+9.93%
1Y Return+11.83%+19.50%
3Y Return (annualized)+21.21%+19.33%
5Y Return (annualized)+11.50%+12.82%
Volatility (annualized)16.9%15.3%
Max Drawdown-53.2%-56.5%
Fund FamilyiShares by BlackRock (US)State Street Investment Management
CategoryEquityEquity
InceptionJun 28, 2004Jan 22, 1993

ILCG vs SPY Performance

iShares Morningstar Growth ETF (ILCG) is a ETF from iShares by BlackRock (US) and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year ILCG returned +11.83% while SPY returned +19.50%. Year to date, ILCG is up 7.44% versus a gain of 9.93% for SPY.

Over three years, ILCG compounded at +21.21% per year against +19.33% for SPY; over five years the annualized figures are +11.50% and +12.82% respectively. Across the full 22-year window we track, ILCG has the edge at +10.82% annualized vs +8.74%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ILCG has been the more volatile fund, with annualized monthly volatility of 16.9% compared with 15.3% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -53.2% for ILCG and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

ILCG charges 0.04% per year while SPY charges 0.09%. On a $10,000 position that is $4 vs $9 annually, a gap of $5 per year that compounds over a long holding period. On income, ILCG currently yields 0.41% against 1.01% for SPY.

Holdings Overlap

65.1%overlap

ILCG and SPY share 247 holdings out of 582 unique holdings combined, representing a 65.1% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in ILCGWeight in SPYDifference
NVDA14.11%7.31%6.80%
AAPL7.06%7.09%0.03%
AVGO5.36%2.73%2.63%
AMZNProProPro
GOOGLProProPro
MSFTProProPro
GOOGProProPro
LLYProProPro
AMDProProPro
TSLAProProPro
See all 10 holdings ILCG shares with SPY
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, ILCG or SPY?

ILCG has an expense ratio of 0.04% while SPY charges 0.09%. ILCG is the cheaper option. On a $10,000 investment, that is $5 per year of difference.

Which performed better, ILCG or SPY?

Over the past year ILCG returned +11.83% vs +19.50% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (22 years), ILCG annualized +10.82% vs +8.74% for SPY. Past performance does not guarantee future results.

Which is riskier, ILCG or SPY?

ILCG has been the more volatile fund at 16.9% annualized versus 15.3% for SPY. Worst drawdown: ILCG -53.2% vs SPY -56.5%.

Should I hold both ILCG and SPY?

ILCG and SPY have a monthly-return correlation of 0.94, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between ILCG and SPY?

ILCG and SPY share 247 common holdings with a 65.1% weight overlap. Combined, they hold 582 unique securities.

Which pays a higher dividend, ILCG or SPY?

ILCG yields 0.41% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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