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The Vanguard Morningstar Growth ETF offers a significantly lower expense ratio of 0.03% compared to the 0.35% charged by the Invesco S&P SmallCap 600 Revenue ETF. The Invesco S&P SmallCap 600 Revenue ETF has outperformed over the last year, but the Vanguard Morningstar Growth ETF has delivered higher total returns over the last five years.
Small-cap stocks are surging, but how you own them matters more than most investors realize.
Vanguard's tech-heavy portfolio delivered stronger five-year returns despite higher volatility, while Invesco's small-cap approach offers broader sector diversification.
The State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) charges a lower expense ratio than the Invesco S&P SmallCap 600 Revenue ETF (RZG). RZG has delivered higher 1-year returns than SLYG, but also experienced a worse 5-year maximum drawdown.
ISCG offers lower fees and broader diversification, while RZG's portfolio strategy has outperformed over the past five years
RZG delivered stronger 1-year returns at 39.70%, but IJT's lower 0.18% expense ratio and $8.3B in assets offer cost advantages for long-term investors.
Vanguard S&P 500 Growth ETF offers a significantly lower expense ratio than Invesco S&P SmallCap 600 Revenue ETF. Invesco's ETF has delivered higher one-year total returns but lower five-year growth than the Vanguard fund.
The Vanguard Russell 1000 Growth ETF offers a significantly lower expense ratio of 0.06% than the 0.35% charged by the Invesco S&P SmallCap 600 Pure Growth ETF. The Invesco S&P SmallCap 600 Pure Growth ETF focuses on small-cap stocks with strong momentum while the Vanguard Russell 1000 Growth ETF targets large-cap market leaders.