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GROZ vs VTWG

Zacks Focus Growth ETF vs Vanguard Russell 2000 Growth Index Fund ETF Shares

GROZ

Zacks Focus Growth ETF

Annual cost

0.55%

Fund size

$90M

VTWG

Vanguard Russell 2000 Growth Index Fund ETF Shares

Annual cost

0.06%

Fund size

$1.7B

Key differences

Both GROZ and VTWG are equity ETFs. GROZ charges 0.55% a year and VTWG 0.06%. The main difference: GROZ follows a active selection strategy; VTWG uses index tracking.

  • GROZ follows a active selection strategy; VTWG uses index tracking.
  • VTWG costs 0.49% less per year.
  • VTWG is much larger than GROZ. Larger funds are usually more liquid and less likely to close.
  • VTWG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GROZVTWG
Annual cost (TER)0.55%0.06%
Fund size (AUM)$90M$1.7B
Since20242010
Dividend yield0.04%0.58%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+24.8%+33.7%
CAGR 3YN/A+18.8%
CAGR 5YN/A+5.0%
Sharpe 3YN/A0.71
Volatility 1Y15.54%21.95%
Max drawdown-23.33%-42.07%

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