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GROZ vs IUSG

Zacks Focus Growth ETF vs iShares Core S&P U.S. Growth ETF

GROZ

Zacks Focus Growth ETF

Annual cost

0.55%

Fund size

$90M

IUSG

iShares Core S&P U.S. Growth ETF

Annual cost

0.04%

Fund size

$32.6B

Key differences

Both GROZ and IUSG are equity ETFs. GROZ charges 0.55% a year and IUSG 0.04%. The main difference: GROZ follows a active selection strategy; IUSG uses index tracking.

  • GROZ follows a active selection strategy; IUSG uses index tracking.
  • IUSG costs 0.51% less per year.
  • IUSG is much larger than GROZ. Larger funds are usually more liquid and less likely to close.
  • IUSG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GROZIUSG
Annual cost (TER)0.55%0.04%
Fund size (AUM)$90M$32.6B
Since20242000
Dividend yield0.04%0.47%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+24.8%+28.5%
CAGR 3YN/A+27.0%
CAGR 5YN/A+14.8%
Sharpe 3YN/A1.18
Volatility 1Y15.54%16.18%
Max drawdown-23.33%-32.35%

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