Screener
ADPV vs LRGF
Adaptiv Select ETF vs iShares U.S. Equity Factor ETF
Key differences
Both ADPV and LRGF are equity ETFs. ADPV charges 1.00% a year and LRGF 0.08%. The main difference: ADPV follows a active selection strategy; LRGF uses index enhanced.
- ADPV follows a active selection strategy; LRGF uses index enhanced.
- LRGF costs 0.92% less per year.
- LRGF is much larger than ADPV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, ADPV has delivered higher annualized returns.
- LRGF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ADPV | LRGF | |
|---|---|---|
| Annual cost (TER) | 1.00% | 0.08% |
| Fund size (AUM) | $183M | $3.5B |
| Since | 2022 | 2015 |
| Dividend yield | 0.64% | 1.06% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index enhanced |
| CAGR 1Y | +34.2% | +19.6% |
| CAGR 3Y | +26.1% | +21.3% |
| CAGR 5Y | N/A | +13.2% |
| Sharpe 3Y | 1.00 | 1.12 |
| Volatility 1Y | 24.53% | 12.40% |
| Max drawdown | -22.30% | -36.03% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.