Screener
IVW vs RZG
iShares S&P 500 Growth ETF vs Invesco S&P SmallCap 600 Pure Growth ETF
Key differences
Both IVW and RZG are equity ETFs. IVW charges 0.18% a year and RZG 0.35%. The main difference: IVW costs 0.17% less per year.
- IVW costs 0.17% less per year.
- IVW is much larger than RZG. 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 | RZG | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.35% |
| Fund size (AUM) | $76.1B | $123M |
| Since | 2000 | 2006 |
| Dividend yield | 0.35% | 0.41% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +25.1% | +30.0% |
| CAGR 3Y | +25.4% | +18.3% |
| CAGR 5Y | +14.8% | +5.2% |
| Sharpe 3Y | 1.10 | 0.74 |
| Volatility 1Y | 16.48% | 18.71% |
| Max drawdown | -32.72% | -54.02% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.