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AWAY vs LRGF

Amplify Travel Tech ETF vs iShares U.S. Equity Factor ETF

AWAY

Amplify Travel Tech ETF

Annual cost

0.75%

Fund size

$24M

LRGF

iShares U.S. Equity Factor ETF

Annual cost

0.08%

Fund size

$3.5B

Key differences

Both AWAY and LRGF are equity ETFs. AWAY charges 0.75% a year and LRGF 0.08%. The main difference: AWAY follows a index tracking strategy; LRGF uses index enhanced.

  • AWAY follows a index tracking strategy; LRGF uses index enhanced.
  • AWAY covers global markets; LRGF covers North America.
  • LRGF costs 0.67% less per year.
  • LRGF is much larger than AWAY. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, LRGF has delivered higher annualized returns.
  • LRGF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AWAYLRGF
Annual cost (TER)0.75%0.08%
Fund size (AUM)$24M$3.5B
Since20202015
Dividend yield0.00%1.06%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex enhanced
CAGR 1Y-20.5%+22.4%
CAGR 3Y+0.2%+22.2%
CAGR 5Y-11.0%+13.5%
Sharpe 3Y-0.031.16
Volatility 1Y22.61%12.53%
Max drawdown-56.57%-36.03%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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