Better iShares Small-Cap Growth ETF: ISCG vs. IWO
IWO dominates in liquidity and assets under management, while ISCG offers a leaner fee structure and stronger dividend yield. Sector weightings and portfolio composition differ significantly between the two.
Overview
The iShares Morningstar Small-Cap Growth ETF (NYSEMKT:ISCG) offers a more cost-efficient entry into small-cap growth stocks, while the iShares Russell 2000 Growth ETF (NYSEMKT:IWO) provides a massive liquidity profile for active traders.
Both funds target fast-growing small companies but follow different indices. While ISCG uses a Morningstar-derived benchmark, IWO tracks the well-known Russell 2000 Growth Index. This choice impacts everything from sector weightings to the total number of holdings in the portfolio.
Details
Beta measures price volatility relative to the S&P 500; beta is calculated from monthly returns over the available fund history (up to five years). The 1-year return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield.
Source
Originally published at www.fool.com.