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RZG vs IUSG

Invesco S&P SmallCap 600 Pure Growth ETF vs iShares Core S&P U.S. Growth ETF

RZG

Invesco S&P SmallCap 600 Pure Growth ETF

Annual cost

0.35%

Fund size

$123M

IUSG

iShares Core S&P U.S. Growth ETF

Annual cost

0.04%

Fund size

$32.6B

Key differences

Both RZG and IUSG are equity ETFs. RZG charges 0.35% a year and IUSG 0.04%. The main difference: IUSG costs 0.31% less per year.

  • IUSG costs 0.31% less per year.
  • IUSG is much larger than RZG. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, IUSG has delivered higher annualized returns.
  • IUSG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RZGIUSG
Annual cost (TER)0.35%0.04%
Fund size (AUM)$123M$32.6B
Since20062000
Dividend yield0.41%0.47%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.0%+25.2%
CAGR 3Y+18.3%+25.1%
CAGR 5Y+5.2%+14.6%
Sharpe 3Y0.741.10
Volatility 1Y18.71%16.32%
Max drawdown-54.02%-32.35%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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