Screener
BGRO vs SSPY
iShares Large Cap Growth Active ETF vs Stratified LargeCap Index ETF
Key differences
BGRO is an alternative ETF, while SSPY is an equity ETF. BGRO charges 0.55% a year and SSPY 0.45%.
- BGRO is an alternative fund, while SSPY is an equity fund. They carry different risk/return profiles.
- BGRO follows a active selection strategy; SSPY uses index tracking.
- SSPY costs 0.10% less per year.
- SSPY is much larger than BGRO. Larger funds are usually more liquid and less likely to close.
- SSPY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BGRO | SSPY | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.45% |
| Fund size (AUM) | $10M | $125M |
| Since | 2024 | 2019 |
| Dividend yield | 0.03% | 1.26% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +16.5% | +20.2% |
| CAGR 3Y | N/A | +14.7% |
| CAGR 5Y | N/A | +9.0% |
| Sharpe 3Y | N/A | 0.83 |
| Volatility 1Y | 18.76% | 10.64% |
| Max drawdown | -24.94% | -36.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.