Screener
IWY vs BGRO
iShares Russell Top 200 Growth ETF vs iShares Large Cap Growth Active ETF
Key differences
- IWY costs 0.35% less per year.
- IWY is significantly larger than BGRO — larger funds tend to be more liquid and less likely to close.
- IWY is classified as equity, while BGRO is alternative — different risk/return profiles.
- IWY follows a index tracking strategy; BGRO uses active selection.
- IWY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWY | BGRO | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.55% |
| Fund size (AUM) | $16.5B | $9M |
| Since | 2009 | 2024 |
| Dividend yield | 0.35% | 0.04% |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +28.6% | +25.4% |
| CAGR 3Y | +27.2% | N/A |
| CAGR 5Y | +16.7% | N/A |
| Sharpe 3Y | 1.16 | N/A |
| Volatility 1Y | 15.63% | 18.04% |
| Max drawdown | -32.68% | -24.94% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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