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JGRW vs VTWG

Jensen Quality Growth ETF vs Vanguard Russell 2000 Growth Index Fund ETF Shares

JGRW

Jensen Quality Growth ETF

Jensen

Annual cost

0.57%

Fund size

$100M

VTWG

Vanguard Russell 2000 Growth Index Fund ETF Shares

Vanguard

Annual cost

0.06%

Fund size

$1.6B

Key differences

  • VTWG costs 0.51% less per year.
  • VTWG is significantly larger than JGRW — larger funds tend to be more liquid and less likely to close.
  • JGRW follows a active selection strategy; VTWG uses index tracking.
  • VTWG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

JGRWVTWG
Annual cost (TER)0.57%0.06%
Fund size (AUM)$100M$1.6B
Since20242010
Dividend yield0.46%0.62%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.1%+40.5%
CAGR 3YN/A+19.0%
CAGR 5YN/A+6.0%
Sharpe 3YN/A0.73
Volatility 1Y11.78%21.49%
Max drawdown-14.63%-42.07%

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

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