GFGF vs. IWY
Compare and contrast key facts about Guru Favorite Stocks ETF (GFGF) and iShares Russell Top 200 Growth ETF (IWY).
GFGF and IWY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. GFGF is an actively managed fund by GuruFocus. It was launched on Dec 15, 2021. IWY is a passively managed fund by iShares that tracks the performance of the Russell Top 200 Growth Index. It was launched on Sep 22, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GFGF or IWY.
Correlation
The correlation between GFGF and IWY is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
GFGF vs. IWY - Performance Comparison
Key characteristics
GFGF:
1.58
IWY:
1.47
GFGF:
2.19
IWY:
1.97
GFGF:
1.29
IWY:
1.27
GFGF:
2.52
IWY:
1.95
GFGF:
9.89
IWY:
7.11
GFGF:
2.28%
IWY:
3.80%
GFGF:
14.30%
IWY:
18.45%
GFGF:
-27.99%
IWY:
-32.68%
GFGF:
-3.12%
IWY:
-3.34%
Returns By Period
In the year-to-date period, GFGF achieves a 1.83% return, which is significantly higher than IWY's 0.43% return.
GFGF
1.83%
-2.89%
8.46%
19.20%
N/A
N/A
IWY
0.43%
-2.50%
9.77%
23.36%
18.78%
17.38%
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GFGF vs. IWY - Expense Ratio Comparison
GFGF has a 0.65% expense ratio, which is higher than IWY's 0.20% expense ratio.
Risk-Adjusted Performance
GFGF vs. IWY — Risk-Adjusted Performance Rank
GFGF
IWY
GFGF vs. IWY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Guru Favorite Stocks ETF (GFGF) and iShares Russell Top 200 Growth ETF (IWY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
GFGF vs. IWY - Dividend Comparison
GFGF's dividend yield for the trailing twelve months is around 0.10%, less than IWY's 0.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GFGF Guru Favorite Stocks ETF | 0.10% | 0.10% | 0.08% | 0.42% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWY iShares Russell Top 200 Growth ETF | 0.42% | 0.42% | 0.68% | 0.88% | 0.50% | 0.71% | 1.06% | 1.32% | 1.26% | 1.51% | 1.58% | 1.44% |
Drawdowns
GFGF vs. IWY - Drawdown Comparison
The maximum GFGF drawdown since its inception was -27.99%, smaller than the maximum IWY drawdown of -32.68%. Use the drawdown chart below to compare losses from any high point for GFGF and IWY. For additional features, visit the drawdowns tool.
Volatility
GFGF vs. IWY - Volatility Comparison
The current volatility for Guru Favorite Stocks ETF (GFGF) is 3.80%, while iShares Russell Top 200 Growth ETF (IWY) has a volatility of 5.39%. This indicates that GFGF experiences smaller price fluctuations and is considered to be less risky than IWY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.