Screener
BGRO vs SWP
iShares Large Cap Growth Active ETF vs SWP Growth & Income ETF
Key differences
Both BGRO and SWP are alternative ETFs. BGRO charges 0.55% a year and SWP 0.99%. The main difference: BGRO follows a active selection strategy; SWP uses option income.
- BGRO follows a active selection strategy; SWP uses option income.
- BGRO costs 0.44% less per year.
- SWP is much larger than BGRO. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| BGRO | SWP | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.99% |
| Fund size (AUM) | $10M | $154M |
| Since | 2024 | 2024 |
| Dividend yield | 0.03% | 3.94% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +18.3% | +21.1% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 18.88% | 12.08% |
| Max drawdown | -24.94% | -16.41% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.