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GGRW vs IUSG

Gabelli Growth Innovators ETF vs iShares Core S&P U.S. Growth ETF

GGRW

Gabelli Growth Innovators ETF

Annual cost

0.00%

Fund size

$8M

IUSG

iShares Core S&P U.S. Growth ETF

Annual cost

0.04%

Fund size

$30.1B

Key differences

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

Side-by-side comparison

GGRWIUSG
Annual cost (TER)0.00%0.04%
Fund size (AUM)$8M$30.1B
Since20212000
Dividend yield0.42%0.51%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+20.6%+36.8%
CAGR 3Y+28.5%+28.2%
CAGR 5Y+11.0%+16.1%
Sharpe 3Y1.221.24
Volatility 1Y14.79%15.83%
Max drawdown-50.28%-32.35%

Similar to GGRW and IUSG