Compare · 2 funds side by side · dividends reinvested

CARK and IUSG

CARKCastleArk×IUSGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,437IUSG · best of the two

02 / 04

CARK and IUSG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Growth ETFUS Stock Styles · Growth0.04%0.52%+4.8%+5.1%+24.6%+10.4%−13.0%19.1%$33.0B1.0

CastleArk Large Growth ETFUS Stock Styles · Growth0.54%0.02%−2.0%−3.3%[…][…]−14.5%19.9%$306M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CARK 2023 · IUSG 2000

Head to Head

Swap sides Versus in desk

Head to Head

CastleArk Large Growth ETF · $306M[…]

CARK

IUSG

iShares Core S&P U.S. Growth ETF · $33.0B$16,437

$10,000 five years ago, dividends reinvested · they hold 52.7% in common

CARKMeasureIUSG

−2.0%Year to dateJan 1 → Nov 5+4.8%

−3.3%1 yearTotal return+5.1%

[…]3 years · per year$10,000 became […] · $19,348+24.6%

[…]5 years · per year$10,000 became […] · $16,437+10.4%

0.54%Expense ratio$54 · $4 a year on $10k · lower is better0.04%

0.02%Trailing 12-mo yield$2 · $52 a year on $10k0.52%

−14.5%Worst dropSmaller is better−13.0%

19.9%VolatilityLower is calmer19.1%

CARKIUSG Winner of the row, in its colourEach row: the bigger of the two fills its side

0–6IUSG wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CARK vs IUSG: Top 5 Holdings

Today

CARK

39.3%in top 5

IUSG

in top 539.8%

CARKStockIUSG

13.2%NVDA13.1%

7.0%MSFT11.1%

7.0%AAPL6.9%

6.2%LLYnot top 5

5.8%GOOGL4.6%

not top 5AVGO4.2%

Held in common52.7%

End-of-day Nov 5, 2026 · share of each fund

CARK vs IUSG Returns, Every Period

CastleArkCARK

−3.3%

past year

IUSGiShares

+5.1%

past year

CARKIUSGFaded: behind in that period

0–2IUSG wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CARK vs IUSG

YTD

CastleArkCARK

−2.0%

IUSGiShares

+4.8%

−2.0%Year to date+4.8%

−14.5%Worst drop · 1Y−13.0%

19.9%Volatility · 1Y19.1%

0.0%Yield0.5%

$306MAssets$33.0B

4–0IUSG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CARK, IUSG

Today

0.04%lowest, IUSG

FundExpense ratioFee$10k

IUSG0.04%$4

CARK0.54%$54

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CARK, IUSG

0.52%highest, IUSG

FundTrailing yieldYield$10k

IUSG0.52%$52

CARK0.02%$2

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$48most kept, IUSG

IUSG$52 − $4 = $48

CARK$2 − $54 = −$52

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CARK, IUSG

Today

52.7%most shared, CARK and IUSG

CARKIUSG

CARK—52.7%

IUSG52.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+5.1%IUSG, at 19.1% volatility

IUSGWorst drop−13.0%19.1% vol

CARKWorst drop−14.5%19.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IUSGCARK

+4.8%Year to date−2.0%

0.5%Yield0.0%

+5.1%Past year−3.3%

0.04%Fee0.54%

4–0IUSG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026