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FSGS vs IWO

First Trust SMID Growth Strength ETF vs iShares Russell 2000 Growth ETF

FSGS

First Trust SMID Growth Strength ETF

First Trust

Annual cost

0.61%

Fund size

$29M

IWO

iShares Russell 2000 Growth ETF

iShares

Annual cost

0.24%

Fund size

$13.9B

Key differences

  • IWO costs 0.37% less per year.
  • IWO is significantly larger than FSGS — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IWO has delivered higher annualized returns.
  • IWO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FSGSIWO
Annual cost (TER)0.61%0.24%
Fund size (AUM)$29M$13.9B
Since20172000
Dividend yield0.00%0.42%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.0%+40.1%
CAGR 3Y+8.3%+18.8%
CAGR 5Y+2.5%+5.9%
Sharpe 3Y0.330.72
Volatility 1Y15.30%21.33%
Max drawdown-43.25%-42.01%

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

Similar to FSGS and IWO