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FFTY vs IUSG

CapForce IBD 50 ETF vs iShares Core S&P U.S. Growth ETF

FFTY

CapForce IBD 50 ETF

Capital-FORCE ETF

Annual cost

0.80%

Fund size

$88M

IUSG

iShares Core S&P U.S. Growth ETF

iShares

Annual cost

0.04%

Fund size

$30.1B

Key differences

  • IUSG costs 0.76% less per year.
  • IUSG is significantly larger than FFTY — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IUSG has delivered higher annualized returns.
  • IUSG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FFTYIUSG
Annual cost (TER)0.80%0.04%
Fund size (AUM)$88M$30.1B
Since20152000
Dividend yield1.23%0.51%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+39.8%+36.8%
CAGR 3Y+21.6%+28.2%
CAGR 5Y-0.1%+16.1%
Sharpe 3Y0.691.24
Volatility 1Y34.09%15.83%
Max drawdown-59.46%-32.35%

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

Similar to FFTY and IUSG