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CGGR vs IWP

Capital Group Growth ETF vs iShares Russell Mid-Cap Growth ETF

CGGR

Capital Group Growth ETF

Annual cost

0.39%

Fund size

$24.6B

IWP

iShares Russell Mid-Cap Growth ETF

Annual cost

0.23%

Fund size

$20.5B

Key differences

Both CGGR and IWP are equity ETFs. CGGR charges 0.39% a year and IWP 0.23%. The main difference: CGGR follows a active selection strategy; IWP uses index tracking.

  • CGGR follows a active selection strategy; IWP uses index tracking.
  • CGGR covers global markets; IWP covers North America.
  • IWP costs 0.16% less per year.
  • Over the last three years, CGGR has delivered higher annualized returns.
  • IWP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGGRIWP
Annual cost (TER)0.39%0.23%
Fund size (AUM)$24.6B$20.5B
Since20222001
Dividend yield0.09%0.33%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+16.7%+4.4%
CAGR 3Y+24.6%+15.5%
CAGR 5YN/A+6.3%
Sharpe 3Y1.050.66
Volatility 1Y17.12%17.03%
Max drawdown-28.90%-38.62%

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

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