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IUSG vs CGGR

iShares Core S&P U.S. Growth ETF vs Capital Group Growth ETF

IUSG

iShares Core S&P U.S. Growth ETF

Annual cost

0.04%

Fund size

$32.6B

CGGR

Capital Group Growth ETF

Annual cost

0.39%

Fund size

$24.6B

Key differences

Both IUSG and CGGR are equity ETFs. IUSG charges 0.04% a year and CGGR 0.39%. The main difference: IUSG follows a index tracking strategy; CGGR uses active selection.

  • IUSG follows a index tracking strategy; CGGR uses active selection.
  • IUSG covers North America; CGGR covers global markets.
  • IUSG costs 0.35% less per year.
  • Over the last three years, IUSG has delivered higher annualized returns.
  • IUSG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IUSGCGGR
Annual cost (TER)0.04%0.39%
Fund size (AUM)$32.6B$24.6B
Since20002022
Dividend yield0.47%0.09%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+28.2%+16.7%
CAGR 3Y+26.5%+24.6%
CAGR 5Y+14.8%N/A
Sharpe 3Y1.151.05
Volatility 1Y16.46%17.12%
Max drawdown-32.35%-28.90%

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

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