Screener
BGRO vs BRTR
iShares Large Cap Growth Active ETF vs iShares Total Return Active ETF
Key differences
BGRO is an alternative ETF, while BRTR is a fixed income ETF. BGRO charges 0.55% a year and BRTR 0.38%.
- BGRO is an alternative fund, while BRTR is a fixed income fund. They carry different risk/return profiles.
- BRTR costs 0.17% less per year.
- BRTR is much larger than BGRO. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| BGRO | BRTR | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.38% |
| Fund size (AUM) | $10M | $663M |
| Since | 2024 | 2023 |
| Dividend yield | 0.03% | 4.65% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +18.3% | +5.6% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 18.88% | 3.64% |
| Max drawdown | -24.94% | -5.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.