iShares vs State Street Small-Cap Growth ETF Showdown
SLYG delivered 16.8% returns over one year, while ISCG charged half the expense ratio. Which fund's cost advantage or performance edge matters more for your portfolio?
iShares Morningstar Small-Cap Growth ETF (ISCG) and State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) are both funds that offer exposure to small-cap growth stocks. However, they have key differences in terms of cost, diversification, and recent volatility. Both funds seek high returns but come with elevated volatility. iShares offers lower fees, while State Street has a historically smoother performance and higher recent returns.
ISCG provides broad exposure to 920 holdings, primarily in Technology (25%), Industrials (21%), and Healthcare (19%). Notable holdings include Okta (OKTA), Atlassian (TEAM), and Guardant Health (GH). SLYG, on the other hand, tracks the S&P SmallCap 600 Growth Index, focusing on 349 holdings in Technology (19%), Industrials (18%), and Healthcare (16%). Key holdings include Viasat (VSAT), Protagonist Therapeutics (PTGX), and Ryman Hospitality Properties (RHP).
ISCG has paid $0.40 per share over the trailing 12 months, translating to a 0.6% yield on its recent $61.94 share price. SLYG has paid $0.78 per share over the same period, resulting in a 0.7% yield on its recent $108.57 share price. When deciding between the two, investors should consider whether they prioritize a broader selection at a lower cost (ISCG) or a more targeted index with a slightly higher yield (SLYG).
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