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IUSG vs RZG

iShares Core S&P U.S. Growth ETF vs Invesco S&P SmallCap 600 Pure Growth ETF

IUSG

iShares Core S&P U.S. Growth ETF

iShares

Annual cost

0.04%

Fund size

$30.1B

RZG

Invesco S&P SmallCap 600 Pure Growth ETF

Invesco

Annual cost

0.35%

Fund size

$121M

Key differences

  • IUSG costs 0.31% less per year.
  • IUSG is significantly larger than RZG — 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

IUSGRZG
Annual cost (TER)0.04%0.35%
Fund size (AUM)$30.1B$121M
Since20002006
Dividend yield0.51%0.42%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+34.5%+32.2%
CAGR 3Y+28.1%+18.8%
CAGR 5Y+15.6%+5.3%
Sharpe 3Y1.230.76
Volatility 1Y15.81%18.58%
Max drawdown-32.35%-54.02%

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

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