ACMG vs IWP

ACMG vs IWP

Which is better, ACMG or IWP?

ACMG has been ahead.

IWP has a lower expense ratio. ACMG led over 1Y. IWP is less concentrated, with 22.2% of the fund in its ten largest positions against 52.3%.

Lower Fees: IWPHigher Returns (1Y): ACMGLess Concentrated: IWP

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricACMGIWP
Expense Ratio0.39%0.23%Best
AUM$93M$18.5B
Dividend Yield0.11%0.39%
Holdings35551
YTD Return-8.40%-6.25%Best
1Y Return--5.35%
3Y Return (annualized)-+11.53%
5Y Return (annualized)-+1.69%
Top 10 Weight52.3%22.2%Best
Fund FamilyAmerican Century InvestmentsiShares by BlackRock (US)
CategoryEquityEquity
StyleMid Cap GrowthMid Cap Growth
InceptionJul 13, 2020Jul 17, 2001

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

ACMG vs IWP growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare ACMG against instead:ACMG vs SPYACMG vs QQQACMG vs VOOACMG vs VTIIWP against:IWP vs VXUS

ACMG vs IWP Performance

American Century Mid Cap Growth Insights ETF (ACMG) is an ETF from American Century Investments and iShares Russell Midcap Growth ETF (IWP) is an ETF from iShares by BlackRock (US). Year to date, ACMG is down 8.40% versus a loss of 6.25% for IWP.

Past performance does not guarantee future results.

Fees and Cost Over Time

ACMG charges 0.39% per year while IWP charges 0.23%. On a $10,000 position that is $39 vs $23 annually, a gap of $16 per year that compounds over a long holding period. On income, ACMG currently yields 0.11% against 0.39% for IWP.

Holdings Overlap

ACMG already in IWP46.9%
IWP already in ACMG16.4%

46.9% of ACMG's money is in holdings IWP also owns. 16.4% of IWP's money is in holdings ACMG also owns.

The two portfolios partly overlap.

17 positions in common, counted across the 34 positions we hold weights for in ACMG and 271 in IWP, against full books of 35 and 551.

What only one of them owns

Our book lists 236 positions for IWP that do not appear in our book for ACMG (79.9% of the fund), and 14 for ACMG that do not appear in IWP (46.3%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in ACMGWeight in IWPDifference
NETCloudflare Inc (180 Day Lockup)7.80%3.05%4.75%
TRGPTarga Resources Corp Preferred4.68%1.82%2.86%
CMGChipotle Mexican Grill Inc. Class A4.58%1.13%3.45%
MTSIMacom Technology Solutions Holdings, Inc.4.78%0.58%4.20%
VSTVistra Energy Corp.3.17%1.50%1.67%
ALNYAlnylam Pharmaceuticals Inc.3.14%0.88%2.26%
NTRANatera Inc2.06%1.58%0.48%
CPNGCoupang LLC3.09%0.53%2.56%
IDXXIdexx Laboratories Inc.2.24%1.03%1.21%
RDDTReddit Inc Series C Pc Pp2.62%0.60%2.02%

46.9% of ACMG is already inside IWP.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

ACMGIWP

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Frequently Asked Questions

Which is cheaper, ACMG or IWP?

ACMG has an expense ratio of 0.39% while IWP charges 0.23%. IWP is the cheaper option, by $16 a year on a $10,000 investment.

What is the holdings overlap between ACMG and IWP?

46.9% of ACMG's money is in holdings IWP also owns. 16.4% of IWP's is in holdings ACMG also owns. They hold 17 positions in common, counted across the 34 positions we hold weights for in ACMG and 271 in IWP.

Which pays a higher dividend, ACMG or IWP?

ACMG yields 0.11% while IWP yields 0.39%, so IWP currently pays the higher dividend yield.

Is IWP better than ACMG?

IWP has a lower expense ratio. ACMG led over 1Y. IWP is less concentrated, with 22.2% of the fund in its ten largest positions against 52.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.