IWP vs. CGGR ETF Comparison

Comparison of iShares Russell Midcap Growth ETF (IWP) to Capital Group Growth ETF (CGGR)

IWP

iShares Russell Midcap Growth ETF

IWP Description

The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell Midcap Growth Index (the "underlying index"), which measures the performance of the mid-capitalization growth sector of the U.S. equity market.

Grade (RS Rating)

Last Trade

$118.25

Average Daily Volume

969,442

Number of Holdings ^*

286

* may have additional holdings in another (foreign) market

CGGR

Capital Group Growth ETF

CGGR Description

Capital Group Growth ETF is an exchange traded fund launched and managed by Capital Research and Management Company. The fund invests in public equity markets. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It employs fundamental analysis to create its portfolio. Capital Group Growth ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$34.99

Average Daily Volume

1,091,760

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	IWP	CGGR
30 Days	7.25%	7.20%
60 Days	14.00%	13.94%
90 Days	6.67%	3.40%
12 Months	32.16%	44.06%

18 Overlapping Holdings

Symbol	Grade	Weight in IWP	Weight in CGGR	Overlap
ALNY	C	1.11%	1.25%	1.11%
DAY	C	0.03%	0.33%	0.03%
EFX	D	0.26%	0.66%	0.26%
FND	C	0.17%	0.29%	0.17%
MOH	F	0.45%	0.27%	0.27%
MSTR	B	0.06%	0.7%	0.06%
NCLH	C	0.31%	0.31%	0.31%
NET	D	0.84%	1.01%	0.84%
ODFL	F	1.37%	0.29%	0.29%
PFGC	A	0.06%	0.71%	0.06%
PINS	D	0.71%	0.17%	0.17%
PWR	A	0.47%	0.47%	0.47%
RCL	B	0.51%	0.97%	0.51%
SQ	D	0.55%	0.28%	0.28%
SRPT	F	0.4%	0.24%	0.24%
TOST	B	0.45%	0.4%	0.4%
TSCO	A	1.14%	0.54%	0.54%
URI	C	0.46%	0.52%	0.46%

IWP Overweight 268 Positions Relative to CGGR

Symbol	Grade	Weight
PLTR	A	2.63%
TTD	A	1.72%
AMP	A	1.55%
VST	A	1.51%
MPWR	B	1.5%
IDXX	D	1.46%
GWW	B	1.41%
FICO	C	1.38%
VRSK	D	1.37%
IT	A	1.35%
COR	F	1.33%
VRT	B	1.25%
APP	A	1.23%
FAST	C	1.23%
DDOG	B	1.22%
TRGP	A	1.19%
VEEV	C	1.1%
HLT	A	1.04%
ARES	A	1.03%
AXON	A	1.03%
CPNG	C	1.02%
COIN	F	0.98%
DXCM	F	0.95%
MSCI	B	0.92%
HUBS	D	0.92%
HES	D	0.9%
SYY	D	0.86%
DECK	B	0.85%
BR	B	0.82%
RBLX	D	0.8%
GDDY	B	0.78%
CPAY	A	0.77%
LNG	A	0.76%
TYL	D	0.75%
BAH	C	0.75%
CLX	C	0.74%
SMCI	F	0.72%
IRM	B	0.71%
LII	C	0.69%
LVS	B	0.66%
TER	C	0.66%
EXPE	B	0.66%
MDB	D	0.65%
LYV	A	0.63%
TPL	A	0.62%
DKNG	C	0.62%
LPLA	D	0.61%
MANH	A	0.6%
PODD	C	0.59%
BURL	C	0.59%
ENTG	D	0.59%
HEI	C	0.59%
PAYX	B	0.58%
CAH	B	0.57%
ULTA	D	0.56%
ZS	F	0.55%
DT	B	0.55%
YUM	C	0.54%
ENPH	F	0.53%
CDW	D	0.53%
NTRA	A	0.52%
ROL	C	0.51%
POOL	D	0.5%
SPG	A	0.5%
FIX	A	0.49%
PSTG	F	0.47%
WST	D	0.47%
WAT	B	0.46%
DOCU	A	0.45%
PTC	B	0.45%
XPO	F	0.44%
VLTO	A	0.44%
WING	C	0.44%
TXRH	A	0.42%
WSM	C	0.41%
NBIX	F	0.41%
HEI	C	0.41%
EQH	B	0.41%
BRO	A	0.4%
NTAP	D	0.4%
ROST	D	0.4%
ALGN	D	0.39%
KNSL	B	0.38%
DUOL	B	0.37%
DRI	C	0.37%
OWL	A	0.35%
CHDN	C	0.34%
RMD	C	0.34%
TPX	C	0.33%
MUSA	D	0.33%
CAVA	B	0.33%
HAS	A	0.32%
HPQ	B	0.3%
VMC	D	0.3%
MORN	B	0.3%
MEDP	F	0.3%
DVA	C	0.29%
ALL	A	0.28%
EME	B	0.28%
NRG	A	0.28%
LNW	F	0.28%
SMAR	A	0.27%
ITCI	D	0.27%
PCTY	C	0.26%
EXP	C	0.26%
AAON	A	0.26%
TREX	D	0.26%
BSY	D	0.25%
RYAN	A	0.25%
PEN	D	0.25%
AVY	D	0.24%
CVNA	A	0.24%
SAIA	D	0.24%
GWRE	A	0.24%
WFRD	F	0.23%
EXEL	B	0.23%
VKTX	C	0.23%
LSCC	D	0.22%
ESTC	F	0.22%
INSP	C	0.22%
FDS	C	0.22%
PCOR	D	0.22%
GLOB	D	0.22%
TW	A	0.21%
GTLB	D	0.21%
CELH	F	0.2%
MTN	D	0.2%
CNM	F	0.2%
FWONK	D	0.2%
IONS	F	0.2%
ELF	F	0.2%
OKTA	F	0.19%
DPZ	D	0.19%
APPF	C	0.19%
PAYC	D	0.19%
VVV	D	0.19%
FOUR	A	0.19%
EXAS	C	0.18%
LAZ	C	0.18%
RARE	D	0.18%
BRKR	D	0.17%
CFLT	F	0.17%
AZEK	D	0.17%
IQV	F	0.17%
PATH	D	0.17%
MKL	B	0.17%
OLED	B	0.17%
LPX	C	0.17%
GNRC	B	0.16%
WMS	D	0.15%
AJG	C	0.15%
GEHC	C	0.14%
FIVE	D	0.14%
PLNT	B	0.14%
HSY	D	0.14%
NTNX	C	0.14%
JLL	C	0.14%
ETSY	F	0.14%
ZBRA	B	0.14%
HCP	A	0.13%
CE	D	0.13%
RPM	A	0.12%
EXPD	D	0.11%
MASI	B	0.11%
LW	D	0.11%
JEF	A	0.11%
CHH	A	0.11%
LYFT	D	0.11%
UHAL	C	0.11%
PEGA	B	0.11%
TTEK	A	0.1%
FERG	F	0.1%
EG	A	0.1%
CSL	A	0.1%
ROK	D	0.1%
U	D	0.1%
TDC	D	0.1%
LAMR	C	0.1%
APLS	F	0.1%
LECO	D	0.1%
CASY	D	0.09%
SITE	D	0.09%
HWM	A	0.09%
RNG	F	0.09%
ONTO	B	0.09%
BLDR	C	0.08%
LBRDK	C	0.08%
CACC	F	0.08%
TWLO	B	0.08%
DBX	C	0.07%
MLM	F	0.07%
PR	D	0.07%
CLF	D	0.07%
AWI	A	0.07%
AM	A	0.07%
FIVN	F	0.07%
FRPT	A	0.07%
WSC	D	0.07%
NXST	D	0.07%
BWXT	A	0.07%
NCNO	F	0.06%
HRB	C	0.06%
SOFI	C	0.05%
BILL	D	0.05%
ALLY	F	0.05%
EQT	C	0.05%
TKO	A	0.05%
LOPE	D	0.05%
DV	F	0.05%
VNOM	A	0.05%
BROS	F	0.05%
ROKU	C	0.05%
SN	A	0.05%
CIVI	F	0.05%
TXG	F	0.05%
WEN	B	0.05%
CROX	C	0.05%
S	C	0.04%
VRSN	C	0.04%
BLD	D	0.04%
YETI	C	0.04%
DKS	D	0.04%
JBL	C	0.04%
TRU	C	0.04%
RGEN	F	0.04%
BFAM	C	0.04%
TPG	A	0.04%
BPOP	D	0.03%
KBR	A	0.03%
WYNN	B	0.03%
HLI	A	0.03%
SKX	B	0.03%
SSD	B	0.03%
WEX	C	0.03%
KMX	F	0.03%
CHE	D	0.03%
H	B	0.03%
RH	C	0.03%
MTDR	D	0.02%
SPR	D	0.02%
WU	D	0.02%
AAL	D	0.02%
WH	C	0.02%
SAM	D	0.02%
UWMC	D	0.02%
CAR	D	0.02%
DJT	F	0.02%
FWONA	C	0.02%
INCY	B	0.02%
EPAM	F	0.02%
LOAR	B	0.02%
PPC	C	0.01%
CC	D	0.01%
UHAL	C	0.01%
SEE	C	0.01%
LBRDA	C	0.01%
MSGS	A	0.01%
IRDM	C	0.01%
NFE	F	0.01%
CGNX	F	0.01%
DOCS	A	0.01%
RLI	A	0.01%
MKSI	F	0.01%
UI	B	0.01%
ALAB	C	0.0%
FTRE	F	0.0%
TRIP	D	0.0%
PYCR	D	0.0%

IWP Underweight 69 Positions Relative to CGGR

Symbol	Grade	Weight
META	A	-8.81%
MSFT	D	-5.29%
NFLX	A	-4.86%
TSLA	C	-3.81%
AVGO	B	-2.97%
NVDA	B	-2.94%
REGN	D	-2.47%
ISRG	C	-2.46%
GOOG	B	-2.41%
AAPL	C	-2.36%
V	B	-2.22%
UNH	B	-1.86%
GOOGL	B	-1.79%
VRTX	D	-1.6%
AMZN	C	-1.59%
LLY	D	-1.54%
CRM	B	-1.49%
TDG	A	-1.48%
SHOP	B	-1.43%
GE	B	-1.14%
CARR	A	-1.13%
UBER	C	-1.09%
BAC	B	-1.04%
DASH	A	-0.97%
TSM	B	-0.97%
FI	A	-0.97%
MA	A	-0.93%
HAL	D	-0.93%
CHTR	D	-0.84%
TMO	D	-0.78%
KKR	A	-0.76%
SLB	D	-0.74%
J	F	-0.68%
SNPS	F	-0.67%
HD	A	-0.67%
COST	C	-0.65%
IR	A	-0.64%
CEG	A	-0.61%
HCA	C	-0.59%
BSX	A	-0.56%
PCG	C	-0.56%
EOG	B	-0.56%
MSI	A	-0.55%
CAT	A	-0.55%
DHI	C	-0.55%
ASML	F	-0.54%
APO	A	-0.51%
ABNB	D	-0.49%
CMG	C	-0.49%
AMAT	C	-0.48%
ADBE	F	-0.44%
TGT	C	-0.44%
MU	D	-0.43%
ATI	C	-0.43%
ETN	B	-0.43%
DG	F	-0.43%
ARMK	C	-0.41%
ABT	C	-0.39%
DHR	D	-0.38%
G	A	-0.37%
FYBR	C	-0.37%
BX	C	-0.34%
SNAP	D	-0.33%
UAL	A	-0.3%
MTD	C	-0.29%
DELL	C	-0.27%
BA	F	-0.27%
MRNA	F	-0.25%
NVCR	F	-0.1%