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IWO vs HFGO
iShares Russell 2000 Growth ETF vs Hartford Large Cap Growth ETF
Key differences
- IWO costs 0.35% less per year.
- IWO is significantly larger than HFGO — larger funds tend to be more liquid and less likely to close.
- IWO follows a index tracking strategy; HFGO uses active selection.
- Over the last 3 years, HFGO has delivered higher annualized returns.
- IWO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWO | HFGO | |
|---|---|---|
| Annual cost (TER) | 0.24% | 0.59% |
| Fund size (AUM) | $13.9B | $181M |
| Since | 2000 | 2021 |
| Dividend yield | 0.42% | 0.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +40.1% | +28.7% |
| CAGR 3Y | +18.8% | +27.5% |
| CAGR 5Y | +5.9% | N/A |
| Sharpe 3Y | 0.72 | 1.07 |
| Volatility 1Y | 21.33% | 17.94% |
| Max drawdown | -42.01% | -44.64% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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