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GROZ vs RPG

Zacks Focus Growth ETF vs Invesco S&P 500 Pure Growth ETF

GROZ

Zacks Focus Growth ETF

Annual cost

0.55%

Fund size

$90M

RPG

Invesco S&P 500 Pure Growth ETF

Annual cost

0.35%

Fund size

$2.1B

Key differences

Both GROZ and RPG are equity ETFs. GROZ charges 0.55% a year and RPG 0.35%. The main difference: GROZ follows a active selection strategy; RPG uses index tracking.

  • GROZ follows a active selection strategy; RPG uses index tracking.
  • RPG costs 0.20% less per year.
  • RPG is much larger than GROZ. Larger funds are usually more liquid and less likely to close.
  • RPG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GROZRPG
Annual cost (TER)0.55%0.35%
Fund size (AUM)$90M$2.1B
Since20242006
Dividend yield0.04%0.17%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+24.8%+33.0%
CAGR 3YN/A+26.9%
CAGR 5YN/A+11.7%
Sharpe 3YN/A1.05
Volatility 1Y15.54%20.37%
Max drawdown-23.33%-36.58%

Similar to GROZ and RPG