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IUSG vs FTC

iShares Core S&P U.S. Growth ETF vs First Trust Large Cap Growth AlphaDEX Fund

IUSG

iShares Core S&P U.S. Growth ETF

iShares

Annual cost

0.04%

Fund size

$30.1B

FTC

First Trust Large Cap Growth AlphaDEX Fund

First Trust

Annual cost

0.58%

Fund size

$1.3B

Key differences

  • IUSG costs 0.54% less per year.
  • IUSG is significantly larger than FTC — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 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

IUSGFTC
Annual cost (TER)0.04%0.58%
Fund size (AUM)$30.1B$1.3B
Since20002007
Dividend yield0.51%0.20%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+34.5%+27.3%
CAGR 3Y+28.1%+24.9%
CAGR 5Y+15.6%+13.2%
Sharpe 3Y1.231.10
Volatility 1Y15.81%17.87%
Max drawdown-32.35%-34.66%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IUSG and FTC