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GROZ vs IWP

Zacks Focus Growth ETF vs iShares Russell Mid-Cap Growth ETF

GROZ

Zacks Focus Growth ETF

Annual cost

0.55%

Fund size

$90M

IWP

iShares Russell Mid-Cap Growth ETF

Annual cost

0.23%

Fund size

$20.5B

Key differences

Both GROZ and IWP are equity ETFs. GROZ charges 0.55% a year and IWP 0.23%. The main difference: GROZ follows a active selection strategy; IWP uses index tracking.

  • GROZ follows a active selection strategy; IWP uses index tracking.
  • IWP costs 0.32% less per year.
  • IWP is much larger than GROZ. Larger funds are usually more liquid and less likely to close.
  • IWP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GROZIWP
Annual cost (TER)0.55%0.23%
Fund size (AUM)$90M$20.5B
Since20242001
Dividend yield0.04%0.33%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+24.8%+3.5%
CAGR 3YN/A+16.2%
CAGR 5YN/A+6.1%
Sharpe 3YN/A0.69
Volatility 1Y15.54%16.72%
Max drawdown-23.33%-38.62%

Similar to GROZ and IWP