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ISCG vs DUSG

iShares Morningstar Small-Cap Growth ETF vs U.S. Small Cap Growth Portfolio: ETF Class Shares

ISCG

iShares Morningstar Small-Cap Growth ETF

iShares

Annual cost

0.06%

Fund size

$947M

DUSG

U.S. Small Cap Growth Portfolio: ETF Class Shares

Dimensional Fund Advisors

Annual cost

0.32%

Fund size

$1.9B

Key differences

  • ISCG costs 0.26% less per year.
  • ISCG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ISCGDUSG
Annual cost (TER)0.06%0.32%
Fund size (AUM)$947M$1.9B
Since20042012
Dividend yield0.58%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+32.4%N/A
CAGR 3Y+17.7%N/A
CAGR 5Y+5.5%N/A
Sharpe 3Y0.73N/A
Volatility 1Y18.16%
Max drawdown-41.48%-4.19%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to ISCG and DUSG