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JGRW vs IWO

Jensen Quality Growth ETF vs iShares Russell 2000 Growth ETF

JGRW

Jensen Quality Growth ETF

Jensen

Annual cost

0.57%

Fund size

$100M

IWO

iShares Russell 2000 Growth ETF

iShares

Annual cost

0.24%

Fund size

$13.9B

Key differences

  • IWO costs 0.33% less per year.
  • IWO is significantly larger than JGRW — larger funds tend to be more liquid and less likely to close.
  • JGRW follows a active selection strategy; IWO uses index tracking.
  • IWO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

JGRWIWO
Annual cost (TER)0.57%0.24%
Fund size (AUM)$100M$13.9B
Since20242000
Dividend yield0.46%0.42%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.1%+40.1%
CAGR 3YN/A+18.8%
CAGR 5YN/A+5.9%
Sharpe 3YN/A0.72
Volatility 1Y11.78%21.33%
Max drawdown-14.63%-42.01%

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

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