Skip to content
Beacon
Screener

GROZ vs IWO

Zacks Focus Growth ETF vs iShares Russell 2000 Growth ETF

GROZ

Zacks Focus Growth ETF

Annual cost

0.55%

Fund size

$90M

IWO

iShares Russell 2000 Growth ETF

Annual cost

0.24%

Fund size

$14.7B

Key differences

Both GROZ and IWO are equity ETFs. GROZ charges 0.55% a year and IWO 0.24%. The main difference: GROZ follows a active selection strategy; IWO uses index tracking.

  • GROZ follows a active selection strategy; IWO uses index tracking.
  • IWO costs 0.31% less per year.
  • IWO is much larger than GROZ. Larger funds are usually more liquid and less likely to close.
  • IWO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GROZIWO
Annual cost (TER)0.55%0.24%
Fund size (AUM)$90M$14.7B
Since20242000
Dividend yield0.04%0.40%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+24.8%+33.4%
CAGR 3YN/A+18.5%
CAGR 5YN/A+4.9%
Sharpe 3YN/A0.71
Volatility 1Y15.54%21.80%
Max drawdown-23.33%-42.01%

Similar to GROZ and IWO