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IWO vs CGGR

iShares Russell 2000 Growth ETF vs Capital Group Growth ETF

IWO

iShares Russell 2000 Growth ETF

Annual cost

0.24%

Fund size

$14.7B

CGGR

Capital Group Growth ETF

Annual cost

0.39%

Fund size

$24.6B

Key differences

Both IWO and CGGR are equity ETFs. IWO charges 0.24% a year and CGGR 0.39%. The main difference: IWO follows a index tracking strategy; CGGR uses active selection.

  • IWO follows a index tracking strategy; CGGR uses active selection.
  • IWO covers North America; CGGR covers global markets.
  • IWO costs 0.15% less per year.
  • Over the last three years, CGGR has delivered higher annualized returns.
  • IWO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IWOCGGR
Annual cost (TER)0.24%0.39%
Fund size (AUM)$14.7B$24.6B
Since20002022
Dividend yield0.40%0.09%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+35.6%+16.7%
CAGR 3Y+17.3%+24.6%
CAGR 5Y+5.4%N/A
Sharpe 3Y0.661.05
Volatility 1Y22.08%17.12%
Max drawdown-42.01%-28.90%

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

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