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FFTY vs IWP

CapForce IBD 50 ETF vs iShares Russell Mid-Cap Growth ETF

FFTY

CapForce IBD 50 ETF

Capital-FORCE ETF

Annual cost

0.80%

Fund size

$88M

IWP

iShares Russell Mid-Cap Growth ETF

iShares

Annual cost

0.23%

Fund size

$19.6B

Key differences

  • IWP costs 0.57% less per year.
  • IWP 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.
  • IWP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FFTYIWP
Annual cost (TER)0.80%0.23%
Fund size (AUM)$88M$19.6B
Since20152001
Dividend yield1.23%0.34%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+39.8%+8.5%
CAGR 3Y+21.6%+16.2%
CAGR 5Y-0.1%+7.2%
Sharpe 3Y0.690.69
Volatility 1Y34.09%16.56%
Max drawdown-59.46%-38.62%

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

Similar to FFTY and IWP