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FFTY vs ISCG

CapForce IBD 50 ETF vs iShares Morningstar Small-Cap Growth ETF

FFTY

CapForce IBD 50 ETF

Capital-FORCE ETF

Annual cost

0.80%

Fund size

$88M

ISCG

iShares Morningstar Small-Cap Growth ETF

iShares

Annual cost

0.06%

Fund size

$947M

Key differences

  • ISCG costs 0.74% less per year.
  • ISCG is significantly larger than FFTY — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, FFTY has delivered higher annualized returns.
  • ISCG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FFTYISCG
Annual cost (TER)0.80%0.06%
Fund size (AUM)$88M$947M
Since20152004
Dividend yield1.23%0.58%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+39.8%+34.6%
CAGR 3Y+21.6%+18.1%
CAGR 5Y-0.1%+6.1%
Sharpe 3Y0.690.74
Volatility 1Y34.09%18.24%
Max drawdown-59.46%-41.48%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FFTY and ISCG