GROZ vs IQM
Zacks Focus Growth ETF vs Franklin Intelligent Machines ETF
Which is better, GROZ or IQM?
Each has led over a different period.
IQM has a lower expense ratio. GROZ led over 1Y, IQM over the full window.
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
| Metric | GROZ | IQM |
|---|---|---|
| Expense Ratio | 0.55% | 0.50%Best |
| AUM | $115M | $66M |
| Dividend Yield | 0.04% | 0.00% |
| Holdings | 95 | 279 |
| YTD Return | +7.08%Best | +1.62% |
| 1Y Return | +6.06%Best | +1.00% |
| 3Y Return (annualized) | - | +25.82% |
| 5Y Return (annualized) | - | +10.19% |
| Volatility (annualized) | 16.3%Best | 32.5% |
| Max Drawdown | -23.3%Best | -37.1% |
| $10,000 over 1.9 years | $12,703 | $13,117Best |
| Fund Family | Zacks | Franklin Templeton Investments (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Sep 9, 2024 | Feb 25, 2020 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Dec 5, 2024 to Nov 11, 2026 (1.9 years).
GROZ vs IQM 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 covers the 1.9 years both funds cover.
GROZ vs IQM Performance
Zacks Focus Growth ETF (GROZ) is an ETF from Zacks and Franklin Intelligent Machines ETF (IQM) is an ETF from Franklin Templeton Investments (US). Over the past year GROZ returned +6.06% while IQM returned +1.00%. Year to date, GROZ is up 7.08% versus a gain of 1.62% for IQM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IQM has been the more volatile fund, with annualized monthly volatility of 32.5% compared with 16.3% for GROZ. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -23.3% for GROZ and -37.1% for IQM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
GROZ charges 0.55% per year while IQM charges 0.50%. On a $10,000 position that is $55 vs $50 annually, a gap of $5 per year that compounds over a long holding period. On income, GROZ currently yields 0.04% against 0.00% for IQM.
Holdings Overlap
We hold position weights for 46 holdings in GROZ and 15 in IQM, totalling 99.5% and 13.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 46 positions we hold weights for in GROZ and 15 in IQM, against full books of 95 and 279.
You are not choosing between two funds in isolation.
Whichever of GROZ and IQM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, GROZ or IQM?
GROZ has an expense ratio of 0.55% while IQM charges 0.50%. IQM is the cheaper option, by $5 a year on a $10,000 investment.
Which performed better, GROZ or IQM?
Over the past year GROZ returned +6.06% vs +1.00% for IQM, so GROZ leads on 1-year performance. Over the longest common window we track (2 years), GROZ annualized +13.42% vs +15.35% for IQM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, GROZ or IQM?
IQM has been the more volatile fund at 32.5% annualized versus 16.3% for GROZ. Worst drawdown: GROZ -23.3% vs IQM -37.1%.
Should I hold both GROZ and IQM?
GROZ and IQM have a monthly-return correlation of 0.82, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, GROZ or IQM?
GROZ yields 0.04% while IQM yields 0.00%, so GROZ currently pays the higher dividend yield.
Is IQM better than GROZ?
IQM has a lower expense ratio. GROZ led over 1Y, IQM over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.