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FELG vs IMCG

Fidelity Enhanced Large Cap Growth ETF vs iShares Morningstar Mid-Cap Growth ETF

FELG

Fidelity Enhanced Large Cap Growth ETF

Annual cost

0.18%

Fund size

$5.8B

IMCG

iShares Morningstar Mid-Cap Growth ETF

Annual cost

0.06%

Fund size

$3.8B

Key differences

Both FELG and IMCG are equity ETFs. FELG charges 0.18% a year and IMCG 0.06%. The main difference: FELG follows a active selection strategy; IMCG uses index tracking.

  • FELG follows a active selection strategy; IMCG uses index tracking.
  • IMCG costs 0.12% less per year.

Side-by-side comparison

FELGIMCG
Annual cost (TER)0.18%0.06%
Fund size (AUM)$5.8B$3.8B
Since20072004
Dividend yield0.34%0.67%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+20.9%+21.9%
CAGR 3YN/A+18.3%
CAGR 5YN/A+8.3%
Sharpe 3YN/A0.85
Volatility 1Y16.04%16.49%
Max drawdown-23.89%-35.08%

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

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