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STXG vs IMCG

Strive 1000 Growth ETF vs iShares Morningstar Mid-Cap Growth ETF

STXG

Strive 1000 Growth ETF

Strive AM

Annual cost

0.18%

Fund size

$145M

IMCG

iShares Morningstar Mid-Cap Growth ETF

iShares

Annual cost

0.06%

Fund size

$3.5B

Key differences

  • IMCG costs 0.12% less per year.
  • IMCG is significantly larger than STXG — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, STXG has delivered higher annualized returns.
  • IMCG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

STXGIMCG
Annual cost (TER)0.18%0.06%
Fund size (AUM)$145M$3.5B
Since20222004
Dividend yield0.49%0.71%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.7%+20.2%
CAGR 3Y+24.7%+18.4%
CAGR 5YN/A+8.3%
Sharpe 3Y1.150.86
Volatility 1Y14.58%15.45%
Max drawdown-21.22%-35.08%

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

Similar to STXG and IMCG