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GGRW vs IWP

Gabelli Growth Innovators ETF vs iShares Russell Mid-Cap Growth ETF

GGRW

Gabelli Growth Innovators ETF

Annual cost

0.00%

Fund size

$8M

IWP

iShares Russell Mid-Cap Growth ETF

Annual cost

0.23%

Fund size

$19.6B

Key differences

  • GGRW costs 0.23% less per year.
  • IWP is significantly larger than GGRW — larger funds tend to be more liquid and less likely to close.
  • GGRW follows a active selection strategy; IWP uses index tracking.
  • Over the last 3 years, GGRW has delivered higher annualized returns.
  • IWP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GGRWIWP
Annual cost (TER)0.00%0.23%
Fund size (AUM)$8M$19.6B
Since20212001
Dividend yield0.42%0.34%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+20.6%+8.5%
CAGR 3Y+28.5%+16.2%
CAGR 5Y+11.0%+7.2%
Sharpe 3Y1.220.69
Volatility 1Y14.79%16.56%
Max drawdown-50.28%-38.62%

Similar to GGRW and IWP