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IWF vs CGGR

iShares Russell 1000 Growth ETF vs Capital Group Growth ETF

IWF

iShares Russell 1000 Growth ETF

Annual cost

0.18%

Fund size

$132.3B

CGGR

Capital Group Growth ETF

Annual cost

0.39%

Fund size

$24.6B

Key differences

Both IWF and CGGR are equity ETFs. IWF charges 0.18% a year and CGGR 0.39%. The main difference: IWF follows a index tracking strategy; CGGR uses active selection.

  • IWF follows a index tracking strategy; CGGR uses active selection.
  • IWF covers North America; CGGR covers global markets.
  • IWF costs 0.21% less per year.
  • IWF is much larger than CGGR. Larger funds are usually more liquid and less likely to close.
  • IWF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IWFCGGR
Annual cost (TER)0.18%0.39%
Fund size (AUM)$132.3B$24.6B
Since20002022
Dividend yield0.33%0.09%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+19.3%+16.7%
CAGR 3Y+23.7%+24.6%
CAGR 5Y+14.2%N/A
Sharpe 3Y1.021.05
Volatility 1Y15.95%17.12%
Max drawdown-32.72%-28.90%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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