ISCG charges a much lower expense ratio and is nearly eight times larger than RZG. Both funds delivered similar strong gains over the past year, but ISCG holds over seven times as many stocks, spreading risk more broadly.
RZG aims to select S&P SmallCap 600 Index stocks with the strongest growth features. Its expense ratio is 0.35% and the fund has $115 million in assets under management. However, my analysis reveals its growth features are worse than most of its peers, including well-established broad-based ones like IJT and IWO. This article explores why by examining its methodology. RZG's long-term track record is also underwhelming. Its 98.27% ten-year total return ranks dead last against nine peers with sufficient trading history.
When debt is made manageable for small-cap companies, it can almost act like a growth accelerant. Invesco has a trio of ETFs worth considering when rate cuts eventually take place.