Screener
IWP vs FELG
iShares Russell Mid-Cap Growth ETF vs Fidelity Enhanced Large Cap Growth ETF
Key differences
Both IWP and FELG are equity ETFs. IWP charges 0.23% a year and FELG 0.18%. The main difference: IWP follows a index tracking strategy; FELG uses active selection.
- IWP follows a index tracking strategy; FELG uses active selection.
- FELG costs 0.05% less per year.
- IWP is much larger than FELG. Larger funds are usually more liquid and less likely to close.
- IWP has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWP | FELG | |
|---|---|---|
| Annual cost (TER) | 0.23% | 0.18% |
| Fund size (AUM) | $20.5B | $5.8B |
| Since | 2001 | 2007 |
| Dividend yield | 0.33% | 0.34% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +3.5% | +22.7% |
| CAGR 3Y | +16.2% | N/A |
| CAGR 5Y | +6.1% | N/A |
| Sharpe 3Y | 0.69 | N/A |
| Volatility 1Y | 16.72% | 15.84% |
| Max drawdown | -38.62% | -23.89% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.