Screener
ISCG vs TMFS
iShares Morningstar Small-Cap Growth ETF vs Motley Fool Small-Cap Growth ETF
Key differences
- ISCG costs 0.79% less per year.
- ISCG is significantly larger than TMFS — larger funds tend to be more liquid and less likely to close.
- ISCG follows a index tracking strategy; TMFS uses active selection.
- Over the last 3 years, ISCG has delivered higher annualized returns.
- ISCG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ISCG | TMFS | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.85% |
| Fund size (AUM) | $947M | $64M |
| Since | 2004 | 2018 |
| Dividend yield | 0.58% | 0.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +34.6% | +0.1% |
| CAGR 3Y | +18.1% | +7.2% |
| CAGR 5Y | +6.1% | -0.9% |
| Sharpe 3Y | 0.74 | 0.27 |
| Volatility 1Y | 18.24% | 19.64% |
| Max drawdown | -41.48% | -48.79% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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