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FTGS vs IUSG

First Trust Growth Strength ETF vs iShares Core S&P U.S. Growth ETF

FTGS

First Trust Growth Strength ETF

First Trust

Annual cost

0.60%

Fund size

$1.2B

IUSG

iShares Core S&P U.S. Growth ETF

iShares

Annual cost

0.04%

Fund size

$30.1B

Key differences

  • IUSG costs 0.56% less per year.
  • IUSG is significantly larger than FTGS — 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

FTGSIUSG
Annual cost (TER)0.60%0.04%
Fund size (AUM)$1.2B$30.1B
Since20222000
Dividend yield0.09%0.51%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+12.9%+34.5%
CAGR 3Y+19.9%+28.1%
CAGR 5YN/A+15.6%
Sharpe 3Y0.971.23
Volatility 1Y13.50%15.81%
Max drawdown-19.99%-32.35%

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

Similar to FTGS and IUSG