Screener
IOO vs BGRO
iShares Global 100 ETF vs iShares Large Cap Growth Active ETF
Key differences
- IOO costs 0.15% less per year.
- IOO is significantly larger than BGRO — larger funds tend to be more liquid and less likely to close.
- IOO is classified as equity, while BGRO is alternative — different risk/return profiles.
- IOO covers global markets; BGRO covers north america.
- IOO follows a index tracking strategy; BGRO uses active selection.
- IOO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IOO | BGRO | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.55% |
| Fund size (AUM) | $8.5B | $9M |
| Since | 2000 | 2024 |
| Dividend yield | 0.86% | 0.04% |
| Asset class | equity | alternative |
| Region | global | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +42.2% | +27.2% |
| CAGR 3Y | +25.9% | N/A |
| CAGR 5Y | +17.3% | N/A |
| Sharpe 3Y | 1.31 | N/A |
| Volatility 1Y | 13.60% | 18.05% |
| Max drawdown | -31.43% | -24.94% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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