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GROZ vs SLYG

Zacks Focus Growth ETF vs State Street SPDR S&P 600 Small Cap Growth ETF

GROZ

Zacks Focus Growth ETF

Annual cost

0.55%

Fund size

$90M

SLYG

State Street SPDR S&P 600 Small Cap Growth ETF

Annual cost

0.15%

Fund size

$4.7B

Key differences

Both GROZ and SLYG are equity ETFs. GROZ charges 0.55% a year and SLYG 0.15%. The main difference: GROZ follows a active selection strategy; SLYG uses index tracking.

  • GROZ follows a active selection strategy; SLYG uses index tracking.
  • SLYG costs 0.40% less per year.
  • SLYG is much larger than GROZ. Larger funds are usually more liquid and less likely to close.
  • SLYG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GROZSLYG
Annual cost (TER)0.55%0.15%
Fund size (AUM)$90M$4.7B
Since20242000
Dividend yield0.04%0.71%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+24.8%+25.7%
CAGR 3YN/A+16.0%
CAGR 5YN/A+5.4%
Sharpe 3YN/A0.66
Volatility 1Y15.54%17.67%
Max drawdown-23.33%-41.86%

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