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CGGR vs IWO

Capital Group Growth ETF vs iShares Russell 2000 Growth ETF

CGGR

Capital Group Growth ETF

Annual cost

0.39%

Fund size

$24.6B

IWO

iShares Russell 2000 Growth ETF

Annual cost

0.24%

Fund size

$14.7B

Key differences

Both CGGR and IWO are equity ETFs. CGGR charges 0.39% a year and IWO 0.24%. The main difference: CGGR follows a active selection strategy; IWO uses index tracking.

  • CGGR follows a active selection strategy; IWO uses index tracking.
  • CGGR covers global markets; IWO covers North America.
  • IWO costs 0.15% less per year.
  • Over the last three years, CGGR has delivered higher annualized returns.
  • IWO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGGRIWO
Annual cost (TER)0.39%0.24%
Fund size (AUM)$24.6B$14.7B
Since20222000
Dividend yield0.09%0.40%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+16.7%+35.6%
CAGR 3Y+24.6%+17.3%
CAGR 5YN/A+5.4%
Sharpe 3Y1.050.66
Volatility 1Y17.12%22.08%
Max drawdown-28.90%-42.01%

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

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