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FELG vs IWO

Fidelity Enhanced Large Cap Growth ETF vs iShares Russell 2000 Growth ETF

FELG

Fidelity Enhanced Large Cap Growth ETF

Annual cost

0.18%

Fund size

$5.8B

IWO

iShares Russell 2000 Growth ETF

Annual cost

0.24%

Fund size

$14.7B

Key differences

Both FELG and IWO are equity ETFs. FELG charges 0.18% a year and IWO 0.24%. The main difference: FELG follows a active selection strategy; IWO uses index tracking.

  • FELG follows a active selection strategy; IWO uses index tracking.
  • FELG costs 0.06% less per year.
  • IWO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FELGIWO
Annual cost (TER)0.18%0.24%
Fund size (AUM)$5.8B$14.7B
Since20072000
Dividend yield0.34%0.40%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+22.7%+33.4%
CAGR 3YN/A+18.5%
CAGR 5YN/A+4.9%
Sharpe 3YN/A0.71
Volatility 1Y15.84%21.80%
Max drawdown-23.89%-42.01%

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

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