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GFGF vs IVOG

Guru Favorite Stocks ETF vs Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares

GFGF

Guru Favorite Stocks ETF

Annual cost

0.66%

Fund size

$36M

IVOG

Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares

Annual cost

0.10%

Fund size

$1.7B

Key differences

  • IVOG costs 0.56% less per year.
  • IVOG is significantly larger than GFGF — larger funds tend to be more liquid and less likely to close.
  • GFGF follows a active selection strategy; IVOG uses index tracking.
  • IVOG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GFGFIVOG
Annual cost (TER)0.66%0.10%
Fund size (AUM)$36M$1.7B
Since20212010
Dividend yield0.22%0.57%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+13.5%+30.6%
CAGR 3Y+18.4%+18.2%
CAGR 5YN/A+8.8%
Sharpe 3Y0.930.79
Volatility 1Y12.50%17.30%
Max drawdown-27.99%-39.32%

Similar to GFGF and IVOG