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JGRW vs IWP

Jensen Quality Growth ETF vs iShares Russell Mid-Cap Growth ETF

JGRW

Jensen Quality Growth ETF

Jensen

Annual cost

0.57%

Fund size

$100M

IWP

iShares Russell Mid-Cap Growth ETF

iShares

Annual cost

0.23%

Fund size

$19.6B

Key differences

  • IWP costs 0.34% less per year.
  • IWP is significantly larger than JGRW — larger funds tend to be more liquid and less likely to close.
  • JGRW follows a active selection strategy; IWP uses index tracking.
  • IWP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

JGRWIWP
Annual cost (TER)0.57%0.23%
Fund size (AUM)$100M$19.6B
Since20242001
Dividend yield0.46%0.34%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.1%+7.1%
CAGR 3YN/A+16.3%
CAGR 5YN/A+7.0%
Sharpe 3YN/A0.70
Volatility 1Y11.78%16.54%
Max drawdown-14.63%-38.62%

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

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