Screener
ISCG vs CGGR
iShares Morningstar Small-Cap Growth ETF vs Capital Group Growth ETF
Key differences
Both ISCG and CGGR are equity ETFs. ISCG charges 0.06% a year and CGGR 0.39%. The main difference: ISCG follows a index tracking strategy; CGGR uses active selection.
- ISCG follows a index tracking strategy; CGGR uses active selection.
- ISCG covers North America; CGGR covers global markets.
- ISCG costs 0.33% less per year.
- CGGR is much larger than ISCG. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CGGR has delivered higher annualized returns.
- ISCG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ISCG | CGGR | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.39% |
| Fund size (AUM) | $965M | $24.6B |
| Since | 2004 | 2022 |
| Dividend yield | 0.56% | 0.09% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | index tracking | active selection |
| CAGR 1Y | +30.3% | +16.7% |
| CAGR 3Y | +16.5% | +24.6% |
| CAGR 5Y | +5.2% | N/A |
| Sharpe 3Y | 0.68 | 1.05 |
| Volatility 1Y | 18.61% | 17.12% |
| Max drawdown | -41.48% | -28.90% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.