Screener
GROZ vs ISCG
Zacks Focus Growth ETF vs iShares Morningstar Small-Cap Growth ETF
Key differences
Both GROZ and ISCG are equity ETFs. GROZ charges 0.55% a year and ISCG 0.06%. The main difference: GROZ follows a active selection strategy; ISCG uses index tracking.
- GROZ follows a active selection strategy; ISCG uses index tracking.
- ISCG costs 0.49% less per year.
- ISCG is much larger than GROZ. Larger funds are usually more liquid and less likely to close.
- ISCG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| GROZ | ISCG | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.06% |
| Fund size (AUM) | $90M | $965M |
| Since | 2024 | 2004 |
| Dividend yield | 0.04% | 0.56% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +24.8% | +27.5% |
| CAGR 3Y | N/A | +17.6% |
| CAGR 5Y | N/A | +4.8% |
| Sharpe 3Y | N/A | 0.72 |
| Volatility 1Y | 15.54% | 18.35% |
| Max drawdown | -23.33% | -41.48% |
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