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IWP vs CGGO

iShares Russell Mid-Cap Growth ETF vs Capital Group Global Growth Equity ETF

IWP

iShares Russell Mid-Cap Growth ETF

Annual cost

0.23%

Fund size

$20.5B

CGGO

Capital Group Global Growth Equity ETF

Annual cost

0.47%

Fund size

$11.4B

Key differences

Both IWP and CGGO are equity ETFs. IWP charges 0.23% a year and CGGO 0.47%. The main difference: IWP follows a index tracking strategy; CGGO uses active selection.

  • IWP follows a index tracking strategy; CGGO uses active selection.
  • IWP covers North America; CGGO covers global markets.
  • IWP costs 0.24% less per year.
  • Over the last three years, CGGO has delivered higher annualized returns.
  • IWP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IWPCGGO
Annual cost (TER)0.23%0.47%
Fund size (AUM)$20.5B$11.4B
Since20012022
Dividend yield0.33%1.71%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+4.4%+32.1%
CAGR 3Y+15.5%+21.4%
CAGR 5Y+6.3%N/A
Sharpe 3Y0.661.02
Volatility 1Y17.03%18.15%
Max drawdown-38.62%-24.90%

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

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