Screener
IWP vs NBGX
iShares Russell Mid-Cap Growth ETF vs Neuberger Growth ETF
Key differences
IWP is an equity ETF, while NBGX is an alternative ETF. IWP charges 0.23% a year and NBGX 0.44%.
- IWP is an equity fund, while NBGX is an alternative fund. They carry different risk/return profiles.
- IWP follows a index tracking strategy; NBGX uses option income.
- IWP costs 0.21% less per year.
- IWP is much larger than NBGX. 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 | NBGX | |
|---|---|---|
| Annual cost (TER) | 0.23% | 0.44% |
| Fund size (AUM) | $20.5B | $15M |
| Since | 2001 | 2024 |
| Dividend yield | 0.33% | 0.26% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +4.0% | +16.0% |
| CAGR 3Y | +15.8% | N/A |
| CAGR 5Y | +6.2% | N/A |
| Sharpe 3Y | 0.67 | N/A |
| Volatility 1Y | 16.71% | 14.41% |
| Max drawdown | -38.62% | -21.55% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.