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SGRT vs IMCG

SMART Earnings Growth 30 ETF vs iShares Morningstar Mid-Cap Growth ETF

SGRT

SMART Earnings Growth 30 ETF

Annual cost

Fund size

IMCG

iShares Morningstar Mid-Cap Growth ETF

iShares

Annual cost

0.06%

Fund size

$3.5B

Key differences

  • SGRT follows a active selection strategy; IMCG uses index tracking.

Side-by-side comparison

SGRTIMCG
Annual cost (TER)0.06%
Fund size (AUM)$3.5B
Since2004
Dividend yield0.71%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+22.2%
CAGR 3YN/A+18.5%
CAGR 5YN/A+8.7%
Sharpe 3YN/A0.87
Volatility 1Y15.51%
Max drawdown-17.87%-35.08%

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

Similar to SGRT and IMCG