Screener
IWP vs CGGR
iShares Russell Mid-Cap Growth ETF vs Capital Group Growth ETF
Key differences
Both IWP and CGGR are equity ETFs. IWP charges 0.23% a year and CGGR 0.39%. The main difference: IWP follows a index tracking strategy; CGGR uses active selection.
- IWP follows a index tracking strategy; CGGR uses active selection.
- IWP covers North America; CGGR covers global markets.
- IWP costs 0.16% less per year.
- Over the last three years, CGGR has delivered higher annualized returns.
- IWP has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWP | CGGR | |
|---|---|---|
| Annual cost (TER) | 0.23% | 0.39% |
| Fund size (AUM) | $20.5B | $24.6B |
| Since | 2001 | 2022 |
| Dividend yield | 0.33% | 0.09% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.4% | +16.7% |
| CAGR 3Y | +15.5% | +24.6% |
| CAGR 5Y | +6.3% | N/A |
| Sharpe 3Y | 0.66 | 1.05 |
| Volatility 1Y | 17.03% | 17.12% |
| Max drawdown | -38.62% | -28.90% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.