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ISCG vs EGUS

iShares Morningstar Small-Cap Growth ETF vs Ishares ESG Aware MSCI USA Growth ETF

ISCG

iShares Morningstar Small-Cap Growth ETF

Annual cost

0.06%

Fund size

$947M

EGUS

Ishares ESG Aware MSCI USA Growth ETF

Annual cost

0.18%

Fund size

$26M

Key differences

  • ISCG costs 0.12% less per year.
  • ISCG is significantly larger than EGUS — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, EGUS has delivered higher annualized returns.
  • ISCG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ISCGEGUS
Annual cost (TER)0.06%0.18%
Fund size (AUM)$947M$26M
Since20042023
Dividend yield0.58%0.21%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+34.6%+34.2%
CAGR 3Y+18.1%+27.7%
CAGR 5Y+6.1%N/A
Sharpe 3Y0.741.18
Volatility 1Y18.24%16.40%
Max drawdown-41.48%-24.87%

Similar to ISCG and EGUS