iShares Russell 2000 Growth ETF·Financial Services

Stratos Wealth Partners LTD. raised its stake in shares of iShares Russell 2000 Growth ETF (NYSEARCA:IWO) by 19.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,033 shares of the exchange traded fund's stock after

Foundation Wealth Management LLC PA reduced its stake in shares of iShares Russell 2000 Growth ETF (NYSEARCA:IWO) by 30.7% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,632 shares of the exchange traded fund's stock after

IWO has outperformed VONG over the past year, but with meaningfully higher volatility and a deeper five-year drawdown. VONG charges a much lower expense ratio and holds a smaller, more concentrated portfolio of mega-cap tech stocks.

IWO carries a much higher expense ratio than VOOG but offers a marginally higher dividend yield. VOOG and IWO posted similar one-year returns, but IWO experienced a much steeper five-year drawdown.

IWO charges a higher expense ratio than VUG but both currently yield the same 0.5% IWO outperformed VUG over the past year but experienced a deeper maximum drawdown over five years IWO tilts heavily toward small-cap healthcare, technology, and industrials, while VUG is dominated by mega-cap tech

IWO carries a higher fee but offers a slightly higher dividend yield. IWO targets small-cap growth stocks with a strong healthcare and industrials tilt, while MGK focuses on mega-cap tech giants.
The iShares Russell 2000 Growth ETF seeks to track the investment results of an index composed of small-capitalization U.S. equities that exhibit growth characteristics.
Financial Services
Asset Management
2000-07-28
1.46
Market Peers





