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DUSG vs BGRO

U.S. Small Cap Growth Portfolio: ETF Class Shares vs iShares Large Cap Growth Active ETF

DUSG

U.S. Small Cap Growth Portfolio: ETF Class Shares

Annual cost

0.32%

Fund size

$1.9B

BGRO

iShares Large Cap Growth Active ETF

Annual cost

0.55%

Fund size

$9M

Key differences

  • DUSG costs 0.23% less per year.
  • DUSG is significantly larger than BGRO — larger funds tend to be more liquid and less likely to close.
  • DUSG is classified as equity, while BGRO is alternative — different risk/return profiles.
  • DUSG follows a index tracking strategy; BGRO uses active selection.

Side-by-side comparison

DUSGBGRO
Annual cost (TER)0.32%0.55%
Fund size (AUM)$1.9B$9M
Since20262024
Dividend yield0.04%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1YN/A+27.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y18.05%
Max drawdown-4.19%-24.94%

Similar to DUSG and BGRO