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ISCG vs FELG

iShares Morningstar Small-Cap Growth ETF vs Fidelity Enhanced Large Cap Growth ETF

ISCG

iShares Morningstar Small-Cap Growth ETF

Annual cost

0.06%

Fund size

$965M

FELG

Fidelity Enhanced Large Cap Growth ETF

Annual cost

0.18%

Fund size

$5.8B

Key differences

Both ISCG and FELG are equity ETFs. ISCG charges 0.06% a year and FELG 0.18%. The main difference: ISCG follows a index tracking strategy; FELG uses active selection.

  • ISCG follows a index tracking strategy; FELG uses active selection.
  • ISCG costs 0.12% less per year.
  • FELG is much larger than ISCG. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

ISCGFELG
Annual cost (TER)0.06%0.18%
Fund size (AUM)$965M$5.8B
Since20042007
Dividend yield0.56%0.34%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+30.3%+20.9%
CAGR 3Y+16.5%N/A
CAGR 5Y+5.2%N/A
Sharpe 3Y0.68N/A
Volatility 1Y18.61%16.04%
Max drawdown-41.48%-23.89%

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

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