Screener
IVW vs FELG
iShares S&P 500 Growth ETF vs Fidelity Enhanced Large Cap Growth ETF
Key differences
Both IVW and FELG are equity ETFs. IVW charges 0.18% a year and FELG 0.18%. The main difference: IVW follows a index tracking strategy; FELG uses active selection.
- IVW follows a index tracking strategy; FELG uses active selection.
- IVW is much larger than FELG. Larger funds are usually more liquid and less likely to close.
- IVW has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IVW | FELG | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.18% |
| Fund size (AUM) | $76.1B | $5.8B |
| Since | 2000 | 2007 |
| Dividend yield | 0.35% | 0.34% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +27.9% | +20.9% |
| CAGR 3Y | +26.9% | N/A |
| CAGR 5Y | +15.0% | N/A |
| Sharpe 3Y | 1.16 | N/A |
| Volatility 1Y | 16.61% | 16.04% |
| Max drawdown | -32.72% | -23.89% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.