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GLRY vs IWP

Inspire Growth ETF vs iShares Russell Mid-Cap Growth ETF

GLRY

Inspire Growth ETF

Annual cost

0.80%

Fund size

$164M

IWP

iShares Russell Mid-Cap Growth ETF

Annual cost

0.23%

Fund size

$20.5B

Key differences

Both GLRY and IWP are equity ETFs. GLRY charges 0.80% a year and IWP 0.23%. The main difference: GLRY follows a active selection strategy; IWP uses index tracking.

  • GLRY follows a active selection strategy; IWP uses index tracking.
  • IWP costs 0.57% less per year.
  • IWP 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.
  • IWP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GLRYIWP
Annual cost (TER)0.80%0.23%
Fund size (AUM)$164M$20.5B
Since20202001
Dividend yield0.24%0.33%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+31.6%+4.4%
CAGR 3Y+20.9%+15.5%
CAGR 5Y+9.0%+6.3%
Sharpe 3Y0.940.66
Volatility 1Y18.81%17.03%
Max drawdown-40.60%-38.62%

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

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