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FELG vs IUSG

Fidelity Enhanced Large Cap Growth ETF vs iShares Core S&P U.S. Growth ETF

FELG

Fidelity Enhanced Large Cap Growth ETF

Annual cost

0.18%

Fund size

$5.8B

IUSG

iShares Core S&P U.S. Growth ETF

Annual cost

0.04%

Fund size

$32.6B

Key differences

Both FELG and IUSG are equity ETFs. FELG charges 0.18% a year and IUSG 0.04%. The main difference: FELG follows a active selection strategy; IUSG uses index tracking.

  • FELG follows a active selection strategy; IUSG uses index tracking.
  • IUSG costs 0.14% less per year.
  • IUSG is much larger than FELG. Larger funds are usually more liquid and less likely to close.
  • IUSG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FELGIUSG
Annual cost (TER)0.18%0.04%
Fund size (AUM)$5.8B$32.6B
Since20072000
Dividend yield0.34%0.47%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+20.9%+28.2%
CAGR 3YN/A+26.5%
CAGR 5YN/A+14.8%
Sharpe 3YN/A1.15
Volatility 1Y16.04%16.46%
Max drawdown-23.89%-32.35%

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

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