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IWP vs ISCG

iShares Russell Mid-Cap Growth ETF vs iShares Morningstar Small-Cap Growth ETF

IWP

iShares Russell Mid-Cap Growth ETF

iShares

Annual cost

0.23%

Fund size

$19.6B

ISCG

iShares Morningstar Small-Cap Growth ETF

iShares

Annual cost

0.06%

Fund size

$947M

Key differences

  • ISCG costs 0.17% less per year.
  • IWP is significantly larger than ISCG — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, ISCG has delivered higher annualized returns.

Side-by-side comparison

IWPISCG
Annual cost (TER)0.23%0.06%
Fund size (AUM)$19.6B$947M
Since20012004
Dividend yield0.34%0.58%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.1%+32.4%
CAGR 3Y+16.3%+17.7%
CAGR 5Y+7.0%+5.5%
Sharpe 3Y0.700.73
Volatility 1Y16.54%18.16%
Max drawdown-38.62%-41.48%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IWP and ISCG