Screener
CGGR vs ISCG
Capital Group Growth ETF vs iShares Morningstar Small-Cap Growth ETF
Key differences
Both CGGR and ISCG are equity ETFs. CGGR charges 0.39% a year and ISCG 0.06%. The main difference: CGGR follows a active selection strategy; ISCG uses index tracking.
- CGGR follows a active selection strategy; ISCG uses index tracking.
- CGGR covers global markets; ISCG covers North America.
- ISCG costs 0.33% less per year.
- CGGR is much larger than ISCG. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CGGR has delivered higher annualized returns.
- ISCG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CGGR | ISCG | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.06% |
| Fund size (AUM) | $24.6B | $965M |
| Since | 2022 | 2004 |
| Dividend yield | 0.09% | 0.56% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +16.7% | +30.3% |
| CAGR 3Y | +24.6% | +16.5% |
| CAGR 5Y | N/A | +5.2% |
| Sharpe 3Y | 1.05 | 0.68 |
| Volatility 1Y | 17.12% | 18.61% |
| Max drawdown | -28.90% | -41.48% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.