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ILCG vs CGGR

iShares Morningstar Growth ETF vs Capital Group Growth ETF

ILCG

iShares Morningstar Growth ETF

Annual cost

0.04%

Fund size

$3.2B

CGGR

Capital Group Growth ETF

Annual cost

0.39%

Fund size

$24.6B

Key differences

Both ILCG and CGGR are equity ETFs. ILCG charges 0.04% a year and CGGR 0.39%. The main difference: ILCG follows a index tracking strategy; CGGR uses active selection.

  • ILCG follows a index tracking strategy; CGGR uses active selection.
  • ILCG covers North America; CGGR covers global markets.
  • ILCG costs 0.35% less per year.
  • CGGR is much larger than ILCG. Larger funds are usually more liquid and less likely to close.
  • ILCG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ILCGCGGR
Annual cost (TER)0.04%0.39%
Fund size (AUM)$3.2B$24.6B
Since20042022
Dividend yield0.41%0.09%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+23.1%+16.7%
CAGR 3Y+25.4%+24.6%
CAGR 5Y+14.0%N/A
Sharpe 3Y1.071.05
Volatility 1Y17.15%17.12%
Max drawdown-35.38%-28.90%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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