Screener
FELG vs IWP
Fidelity Enhanced Large Cap Growth ETF vs iShares Russell Mid-Cap Growth ETF
Key differences
Both FELG and IWP are equity ETFs. FELG charges 0.18% a year and IWP 0.23%. The main difference: FELG follows a active selection strategy; IWP uses index tracking.
- FELG follows a active selection strategy; IWP uses index tracking.
- FELG costs 0.05% less per year.
- IWP is much larger than FELG. Larger funds are usually more liquid and less likely to close.
- IWP has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FELG | IWP | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.23% |
| Fund size (AUM) | $5.8B | $20.5B |
| Since | 2007 | 2001 |
| Dividend yield | 0.34% | 0.33% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +22.7% | +3.5% |
| CAGR 3Y | N/A | +16.2% |
| CAGR 5Y | N/A | +6.1% |
| Sharpe 3Y | N/A | 0.69 |
| Volatility 1Y | 15.84% | 16.72% |
| Max drawdown | -23.89% | -38.62% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.