Screener
IWP vs BGRO
iShares Russell Mid-Cap Growth ETF vs iShares Large Cap Growth Active ETF
Key differences
- IWP costs 0.32% less per year.
- IWP is significantly larger than BGRO — larger funds tend to be more liquid and less likely to close.
- IWP is classified as equity, while BGRO is alternative — different risk/return profiles.
- IWP follows a index tracking strategy; BGRO uses active selection.
- IWP has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWP | BGRO | |
|---|---|---|
| Annual cost (TER) | 0.23% | 0.55% |
| Fund size (AUM) | $19.6B | $9M |
| Since | 2001 | 2024 |
| Dividend yield | 0.34% | 0.04% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +7.1% | +25.4% |
| CAGR 3Y | +16.3% | N/A |
| CAGR 5Y | +7.0% | N/A |
| Sharpe 3Y | 0.70 | N/A |
| Volatility 1Y | 16.54% | 18.04% |
| Max drawdown | -38.62% | -24.94% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to IWP and BGRO
Explore further