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AFLG vs LRGF

First Trust Active Factor Large Cap ETF vs iShares U.S. Equity Factor ETF

AFLG

First Trust Active Factor Large Cap ETF

First Trust

Annual cost

0.55%

Fund size

$609M

LRGF

iShares U.S. Equity Factor ETF

iShares

Annual cost

0.08%

Fund size

$3.3B

Key differences

  • LRGF costs 0.47% less per year.
  • LRGF is significantly larger than AFLG — larger funds tend to be more liquid and less likely to close.
  • AFLG follows a active selection strategy; LRGF uses index enhanced.

Side-by-side comparison

AFLGLRGF
Annual cost (TER)0.55%0.08%
Fund size (AUM)$609M$3.3B
Since20192015
Dividend yield0.73%1.13%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex enhanced
CAGR 1Y+26.2%+25.4%
CAGR 3Y+23.3%+23.4%
CAGR 5Y+13.0%+13.8%
Sharpe 3Y1.301.23
Volatility 1Y11.60%12.16%
Max drawdown-35.84%-36.03%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to AFLG and LRGF