Screener
BGRO vs IJT
iShares Large Cap Growth Active ETF vs iShares S&P Small-Cap 600 Growth ETF
Key differences
BGRO is an alternative ETF, while IJT is an equity ETF. BGRO charges 0.55% a year and IJT 0.18%.
- BGRO is an alternative fund, while IJT is an equity fund. They carry different risk/return profiles.
- BGRO follows a active selection strategy; IJT uses index tracking.
- IJT costs 0.37% less per year.
- IJT is much larger than BGRO. Larger funds are usually more liquid and less likely to close.
- IJT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BGRO | IJT | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.18% |
| Fund size (AUM) | $10M | $7.5B |
| Since | 2024 | 2000 |
| Dividend yield | 0.03% | 0.77% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +20.6% | +26.4% |
| CAGR 3Y | N/A | +15.8% |
| CAGR 5Y | N/A | +5.2% |
| Sharpe 3Y | N/A | 0.65 |
| Volatility 1Y | 18.63% | 17.68% |
| Max drawdown | -24.94% | -42.03% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.