Screener
GROZ vs IMCG
Zacks Focus Growth ETF vs iShares Morningstar Mid-Cap Growth ETF
Key differences
Both GROZ and IMCG are equity ETFs. GROZ charges 0.55% a year and IMCG 0.06%. The main difference: GROZ follows a active selection strategy; IMCG uses index tracking.
- GROZ follows a active selection strategy; IMCG uses index tracking.
- IMCG costs 0.49% less per year.
- IMCG is much larger than GROZ. Larger funds are usually more liquid and less likely to close.
- IMCG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| GROZ | IMCG | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.06% |
| Fund size (AUM) | $90M | $3.8B |
| Since | 2024 | 2004 |
| Dividend yield | 0.04% | 0.67% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +24.8% | +19.2% |
| CAGR 3Y | N/A | +18.8% |
| CAGR 5Y | N/A | +7.8% |
| Sharpe 3Y | N/A | 0.87 |
| Volatility 1Y | 15.54% | 15.99% |
| Max drawdown | -23.33% | -35.08% |
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