Screener
IVW vs CGGO
iShares S&P 500 Growth ETF vs Capital Group Global Growth Equity ETF
Key differences
Both IVW and CGGO are equity ETFs. IVW charges 0.18% a year and CGGO 0.47%. The main difference: IVW follows a index tracking strategy; CGGO uses active selection.
- IVW follows a index tracking strategy; CGGO uses active selection.
- IVW covers North America; CGGO covers global markets.
- IVW costs 0.29% less per year.
- IVW is much larger than CGGO. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IVW has delivered higher annualized returns.
- IVW has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IVW | CGGO | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.47% |
| Fund size (AUM) | $76.1B | $11.4B |
| Since | 2000 | 2022 |
| Dividend yield | 0.35% | 1.71% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | index tracking | active selection |
| CAGR 1Y | +27.9% | +32.1% |
| CAGR 3Y | +26.9% | +21.4% |
| CAGR 5Y | +15.0% | N/A |
| Sharpe 3Y | 1.16 | 1.02 |
| Volatility 1Y | 16.61% | 18.15% |
| Max drawdown | -32.72% | -24.90% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.