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GROZ vs IWF

Zacks Focus Growth ETF vs iShares Russell 1000 Growth ETF

GROZ

Zacks Focus Growth ETF

Annual cost

0.55%

Fund size

$90M

IWF

iShares Russell 1000 Growth ETF

Annual cost

0.18%

Fund size

$132.3B

Key differences

Both GROZ and IWF are equity ETFs. GROZ charges 0.55% a year and IWF 0.18%. The main difference: GROZ follows a active selection strategy; IWF uses index tracking.

  • GROZ follows a active selection strategy; IWF uses index tracking.
  • IWF costs 0.37% less per year.
  • IWF is much larger than GROZ. Larger funds are usually more liquid and less likely to close.
  • IWF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GROZIWF
Annual cost (TER)0.55%0.18%
Fund size (AUM)$90M$132.3B
Since20242000
Dividend yield0.04%0.33%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+24.8%+21.3%
CAGR 3YN/A+24.5%
CAGR 5YN/A+14.6%
Sharpe 3YN/A1.05
Volatility 1Y15.54%15.79%
Max drawdown-23.33%-32.72%

Similar to GROZ and IWF