Screener
AOTG vs BGRO
AOT Growth and Innovation ETF vs iShares Large Cap Growth Active ETF
Key differences
AOTG is an equity ETF, while BGRO is an alternative ETF. AOTG charges 0.75% a year and BGRO 0.55%.
- AOTG is an equity fund, while BGRO is an alternative fund. They carry different risk/return profiles.
- BGRO costs 0.20% less per year.
- AOTG is much larger than BGRO. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| AOTG | BGRO | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.55% |
| Fund size (AUM) | $105M | $10M |
| Since | 2022 | 2024 |
| Dividend yield | 0.00% | 0.03% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +30.6% | +18.3% |
| CAGR 3Y | +27.2% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.92 | N/A |
| Volatility 1Y | 25.08% | 18.88% |
| Max drawdown | -31.62% | -24.94% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.