SDG vs TSCPX Fund Comparison

A comparison between SDG and TSCPX based on their expense ratio, growth, holdings and how well they match their benchmark performance.

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Minafi's Take on SDG vs TSCPX

Here's an in depth look at the differences between iShares MSCI Global Impact ETF($SDG) and AMG TimesSquare Small Cap Growth Fund Class N($TSCPX).

To start off, here's a look at the basics of each fund. Keep an eye on the FI Score. That's a custom score from 0 to 100 that we generate based on how good this fund is for the casual investor. Most investors only need a handful of total funds in their portfolio. The higher the score, the more likely this is one of those few. Score alone isn't enough! Keep reading on to see how different (or perhaps similar) these two funds are.

  • sdg
  • ETF
  • Allocation
  • Total World

iShares MSCI Global Impact ETF

Expenses: 0.49% (Better than 1% of similar funds)

This is an OK choice for a Total World Allocation fund. See why »

  • tscpx
  • Mutual Fund
  • US Stocks
  • Small Growth

AMG TimesSquare Small Cap Growth Fund Class N

Expenses: 1.17% (Better than 1% of similar funds)

This is a bad choice for a Small Growth US Stocks fund. See why »

$SDG is classified as an ETF while $TSCPX is classified as a Mutual Fund. Even though one of these is a mutual fund and the other is an ETF, that doesn't matter too much for their holdings. Both ETFs and mutual funds are just containers to hold lots of investments inside of them.

The biggest differences between these two is where they may be offered. ETFs are more widely availble from a larger number of investment apps and websites. Mutual funds, on the other hand, are generally offered by the platform they're issued by (Fidelity funds on Fidelity, Vanguard funds on Vanguard). Usually 401(k)'s will offer both ETFs and Mutual Funds. If you're investing outside of a 401(k), I'd recommend you verify the fees associated with ETF and mutual fund transactions. Some platforms charge an additional fee to purchase a mutual fund.

To learn more about the difference between these two, you can read about the difference between ETFs and Mutual Funds.

When evaluating a fund, the first things I look at are:

  • What it invests in
  • How much it charges in fees
  • How large the fund is

Let's look into these criteria one by one and see if either of these funds stands out.

Fund Holdings Comparison

Minafi's FI Score algorithm takes into account the category and market. The more niche a fund is, the lower the score. This doesn't mean it's a worse fund, but it does mean you should stop and make sure this a fund you need to diversify your portfolio.

SDGTSCPX
Market Score 3.6 /10 4.6 /10
Category Score 5.0 /10 5.0 /10
Total8.69.6

A score of 10 means this is a solid market and category that almost every investor will want to have investments in. The lower the score, the more specific the investment. These scores are based on when most investors would add these funds to their portfolio. A score of 10 means that this fund (or one like it) belongs in a three-fund portfolio. The lower the score, the farther down in your portfolio a fund would go.

Winner: $TSCPX

Fee Comparison

Fees are one of the biggest killers of portfolio growth. The difference between a 2% fee and a 0.04% fee over 30 years can result in your portfolio having half the total value!

If you're just getting started investing and learning how fees impact your portfolio, I'd encourage you to read through my free investment course (specifically '2.2 - All About Fees') where I go over all the different types of fees you can be charged and how to lower them.

For these two funds, SDG has an expense ratio of 0.49% while TSCPX has an expense ratio of 1.17%.

Winner: $SDG

Fund Size Comparison

Both SDG and TSCPX have a similar number of assets under management. SDG has 103 Million in assets under management, while TSCPX has 408 Million.

Minafi categorizes both of these funds as small funds. Fund size is a good indication of how many other investors trust this fund. A large fund by itself doesn't mean it's a good fund, but it is one thing to consider when figuring out how to choose the right fund.

Winner: tie

Which Should You Choose? SDG or TSCPX?

Comparing these two funds isn't an apples to apples comparison. SDG is a AllocationTotal World fund, while TSCPX is a US StocksSmall Growth fund.

If you're aiming to build a diversified, low-fee, tax-optimized portfolio you likely won't be choosing between these two funds since they're different enough.

Running both of these funds through Minafi's FI Score algorithm, gives SDG a score of 55 and TSCPX a score of 37.

Winner: Neither, I'd research more funds if you're looking to invest for retirement.

$SDG

iShares MSCI Global Impact ETF

55

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Ratings
Rating TypeRating
Diversification Score0/10
Expense Ratio Score9/10
Expense Rating5/10
Market Score4/10
Category Score5/10
Overview
OverviewDetails
Fund TypeETF
ExchangeNASDAQ
Expense Ratio0.490%
Net Assets103 Million
Yield1.41%
Holdings
DescriptionInfo
MarketAllocation
CategoryTotal World
Sectors
  • Basic Materials 6.51%
  • Communication Services 2.64%
  • Consumer Cyclicals 12.38%
  • Consumer Defensive 19.24%
  • Energy 0.00%
  • Financial Services 0.03%
  • Healthcare 18.73%
  • Industrials 24.71%
  • Real Estate 7.39%
  • Technology 3.76%
  • Utilities 4.62%
Regions
  • Africa/Middle East 0.10%
  • Asia Developed 5.39%
  • Asia Emerging 10.22%
  • Australasia 0.85%
  • Europe Developed 24.49%
  • Japan 13.13%
  • Latin America 2.94%
  • North America 32.24%
  • United Kingdom 10.65%

$TSCPX

AMG TimesSquare Small Cap Growth Fund Class N

37

Read More
Ratings
Rating TypeRating
Expense Ratio Score6/10
Expense Rating0/10
Market Score5/10
Category Score5/10
Overview
OverviewDetails
Fund TypeMutual Fund
Inception DateJan-21-2000
ExchangeNMFQS
Expense Ratio1.170%
Net Assets408 Million
Yield0.00%
Holdings
DescriptionInfo
MarketUS Stocks
CategorySmall Growth
Sectors
  • Basic Materials 1.38%
  • Communication Services 2.74%
  • Consumer Cyclical 9.22%
  • Consumer Defensive 7.21%
  • Energy 0.00%
  • Financial Services 5.72%
  • Healthcare 22.77%
  • Industrials 17.13%
  • Real Estate 3.31%
  • Technology 30.51%
  • Utilities 0.00%
Regions
  • Europe Developed 1.98%
  • North America 98.02%

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