Screener
ISMF vs BGRO
iShares Managed Futures Active ETF vs iShares Large Cap Growth Active ETF
Key differences
Both ISMF and BGRO are alternative ETFs. ISMF charges 0.80% a year and BGRO 0.55%. The main difference: ISMF follows a managed futures strategy; BGRO uses active selection.
- ISMF follows a managed futures strategy; BGRO uses active selection.
- ISMF covers global markets; BGRO covers North America.
- BGRO costs 0.25% less per year.
- ISMF is much larger than BGRO. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| ISMF | BGRO | |
|---|---|---|
| Annual cost (TER) | 0.80% | 0.55% |
| Fund size (AUM) | $59M | $10M |
| Since | 2025 | 2024 |
| Dividend yield | 2.49% | 0.03% |
| Asset class | alternative | alternative |
| Region | global | north america |
| Strategy | managed futures | active selection |
| CAGR 1Y | +21.6% | +18.3% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 8.02% | 18.88% |
| Max drawdown | -4.23% | -24.94% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.