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GROZ vs IVOG

Zacks Focus Growth ETF vs Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares

GROZ

Zacks Focus Growth ETF

Annual cost

0.55%

Fund size

$90M

IVOG

Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares

Annual cost

0.10%

Fund size

$1.8B

Key differences

Both GROZ and IVOG are equity ETFs. GROZ charges 0.55% a year and IVOG 0.10%. The main difference: GROZ follows a active selection strategy; IVOG uses index tracking.

  • GROZ follows a active selection strategy; IVOG uses index tracking.
  • IVOG costs 0.45% less per year.
  • IVOG is much larger than GROZ. Larger funds are usually more liquid and less likely to close.
  • IVOG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GROZIVOG
Annual cost (TER)0.55%0.10%
Fund size (AUM)$90M$1.8B
Since20242010
Dividend yield0.04%0.55%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+24.8%+27.0%
CAGR 3YN/A+18.8%
CAGR 5YN/A+8.0%
Sharpe 3YN/A0.82
Volatility 1Y15.54%17.33%
Max drawdown-23.33%-39.32%

Similar to GROZ and IVOG