Screener
BRTR vs BGRO
iShares Total Return Active ETF vs iShares Large Cap Growth Active ETF
Key differences
BRTR is a fixed income ETF, while BGRO is an alternative ETF. BRTR charges 0.38% a year and BGRO 0.55%.
- BRTR is a fixed income fund, while BGRO is an alternative fund. They carry different risk/return profiles.
- BRTR costs 0.17% less per year.
- BRTR is much larger than BGRO. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| BRTR | BGRO | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.55% |
| Fund size (AUM) | $663M | $10M |
| Since | 2023 | 2024 |
| Dividend yield | 4.65% | 0.03% |
| Asset class | fixed income | alternative |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.6% | +18.3% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 3.64% | 18.88% |
| Max drawdown | -5.07% | -24.94% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.