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GLRY vs IWO

Inspire Growth ETF vs iShares Russell 2000 Growth ETF

GLRY

Inspire Growth ETF

Annual cost

0.80%

Fund size

$164M

IWO

iShares Russell 2000 Growth ETF

Annual cost

0.24%

Fund size

$14.7B

Key differences

Both GLRY and IWO are equity ETFs. GLRY charges 0.80% a year and IWO 0.24%. The main difference: GLRY follows a active selection strategy; IWO uses index tracking.

  • GLRY follows a active selection strategy; IWO uses index tracking.
  • IWO costs 0.56% less per year.
  • IWO is much larger than GLRY. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, GLRY has delivered higher annualized returns.
  • IWO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GLRYIWO
Annual cost (TER)0.80%0.24%
Fund size (AUM)$164M$14.7B
Since20202000
Dividend yield0.24%0.40%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+31.6%+35.6%
CAGR 3Y+20.9%+17.3%
CAGR 5Y+9.0%+5.4%
Sharpe 3Y0.940.66
Volatility 1Y18.81%22.08%
Max drawdown-40.60%-42.01%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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