Screener
RZG vs IVW
Invesco S&P SmallCap 600 Pure Growth ETF vs iShares S&P 500 Growth ETF
Key differences
Both RZG and IVW are equity ETFs. RZG charges 0.35% a year and IVW 0.18%. The main difference: IVW costs 0.17% less per year.
- IVW costs 0.17% less per year.
- IVW is much larger than RZG. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IVW has delivered higher annualized returns.
- IVW has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RZG | IVW | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.18% |
| Fund size (AUM) | $123M | $76.1B |
| Since | 2006 | 2000 |
| Dividend yield | 0.41% | 0.35% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +30.0% | +25.1% |
| CAGR 3Y | +18.3% | +25.4% |
| CAGR 5Y | +5.2% | +14.8% |
| Sharpe 3Y | 0.74 | 1.10 |
| Volatility 1Y | 18.71% | 16.48% |
| Max drawdown | -54.02% | -32.72% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.