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ISCG vs CGGO

iShares Morningstar Small-Cap Growth ETF vs Capital Group Global Growth Equity ETF

ISCG

iShares Morningstar Small-Cap Growth ETF

Annual cost

0.06%

Fund size

$965M

CGGO

Capital Group Global Growth Equity ETF

Annual cost

0.47%

Fund size

$11.4B

Key differences

Both ISCG and CGGO are equity ETFs. ISCG charges 0.06% a year and CGGO 0.47%. The main difference: ISCG follows a index tracking strategy; CGGO uses active selection.

  • ISCG follows a index tracking strategy; CGGO uses active selection.
  • ISCG covers North America; CGGO covers global markets.
  • ISCG costs 0.41% less per year.
  • CGGO is much larger than ISCG. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, CGGO has delivered higher annualized returns.
  • ISCG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ISCGCGGO
Annual cost (TER)0.06%0.47%
Fund size (AUM)$965M$11.4B
Since20042022
Dividend yield0.56%1.71%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+30.3%+32.1%
CAGR 3Y+16.5%+21.4%
CAGR 5Y+5.2%N/A
Sharpe 3Y0.681.02
Volatility 1Y18.61%18.15%
Max drawdown-41.48%-24.90%

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

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