Screener
IMCG vs CGGR
iShares Morningstar Mid-Cap Growth ETF vs Capital Group Growth ETF
Key differences
Both IMCG and CGGR are equity ETFs. IMCG charges 0.06% a year and CGGR 0.39%. The main difference: IMCG follows a index tracking strategy; CGGR uses active selection.
- IMCG follows a index tracking strategy; CGGR uses active selection.
- IMCG covers North America; CGGR covers global markets.
- IMCG costs 0.33% less per year.
- CGGR is much larger than IMCG. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CGGR has delivered higher annualized returns.
- IMCG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IMCG | CGGR | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.39% |
| Fund size (AUM) | $3.8B | $24.6B |
| Since | 2004 | 2022 |
| Dividend yield | 0.67% | 0.09% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | index tracking | active selection |
| CAGR 1Y | +21.9% | +16.7% |
| CAGR 3Y | +18.3% | +24.6% |
| CAGR 5Y | +8.3% | N/A |
| Sharpe 3Y | 0.85 | 1.05 |
| Volatility 1Y | 16.49% | 17.12% |
| Max drawdown | -35.08% | -28.90% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.