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BGRO vs VUG

iShares Large Cap Growth Active ETF vs Vanguard Growth Index Fund ETF Shares

BGRO

iShares Large Cap Growth Active ETF

Annual cost

0.55%

Fund size

$10M

VUG

Vanguard Growth Index Fund ETF Shares

Annual cost

0.03%

Fund size

$393.8B

Key differences

BGRO is an alternative ETF, while VUG is an equity ETF. BGRO charges 0.55% a year and VUG 0.03%.

  • BGRO is an alternative fund, while VUG is an equity fund. They carry different risk/return profiles.
  • BGRO follows a active selection strategy; VUG uses index tracking.
  • VUG costs 0.52% less per year.
  • VUG is much larger than BGRO. Larger funds are usually more liquid and less likely to close.
  • VUG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BGROVUG
Annual cost (TER)0.55%0.03%
Fund size (AUM)$10M$393.8B
Since20242004
Dividend yield0.03%0.37%
Asset classalternativeequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+19.6%+23.1%
CAGR 3YN/A+25.5%
CAGR 5YN/A+14.4%
Sharpe 3YN/A1.08
Volatility 1Y18.63%16.26%
Max drawdown-24.94%-35.61%

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

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