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BGRO vs HIMU

iShares Large Cap Growth Active ETF vs iShares High Yield Muni Active ETF

BGRO

iShares Large Cap Growth Active ETF

Annual cost

0.55%

Fund size

$10M

HIMU

iShares High Yield Muni Active ETF

Annual cost

0.39%

Fund size

$2.3B

Key differences

BGRO is an alternative ETF, while HIMU is a fixed income ETF. BGRO charges 0.55% a year and HIMU 0.39%.

  • BGRO is an alternative fund, while HIMU is a fixed income fund. They carry different risk/return profiles.
  • HIMU costs 0.16% less per year.
  • HIMU is much larger than BGRO. Larger funds are usually more liquid and less likely to close.
  • HIMU has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BGROHIMU
Annual cost (TER)0.55%0.39%
Fund size (AUM)$10M$2.3B
Since20242006
Dividend yield0.03%5.14%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+18.3%+7.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y18.88%4.45%
Max drawdown-24.94%-8.01%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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