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BFOR vs LRGF

Barron's 400 ETF vs iShares U.S. Equity Factor ETF

BFOR

Barron's 400 ETF

ALPS

Annual cost

0.65%

Fund size

$211M

LRGF

iShares U.S. Equity Factor ETF

iShares

Annual cost

0.08%

Fund size

$3.3B

Key differences

  • LRGF costs 0.57% less per year.
  • LRGF is significantly larger than BFOR — larger funds tend to be more liquid and less likely to close.
  • BFOR follows a index tracking strategy; LRGF uses index enhanced.
  • Over the last 3 years, LRGF has delivered higher annualized returns.

Side-by-side comparison

BFORLRGF
Annual cost (TER)0.65%0.08%
Fund size (AUM)$211M$3.3B
Since20132015
Dividend yield0.55%1.13%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex enhanced
CAGR 1Y+22.3%+25.4%
CAGR 3Y+20.1%+23.4%
CAGR 5Y+10.0%+13.8%
Sharpe 3Y0.941.23
Volatility 1Y14.92%12.16%
Max drawdown-41.27%-36.03%

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

Similar to BFOR and LRGF