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ESGU vs LRGF

iShares ESG Aware MSCI USA ETF vs iShares U.S. Equity Factor ETF

ESGU

iShares ESG Aware MSCI USA ETF

iShares

Annual cost

0.15%

Fund size

$16.6B

LRGF

iShares U.S. Equity Factor ETF

iShares

Annual cost

0.08%

Fund size

$3.3B

Key differences

  • LRGF costs 0.07% less per year.
  • ESGU is significantly larger than LRGF — larger funds tend to be more liquid and less likely to close.
  • ESGU follows a index tracking strategy; LRGF uses index enhanced.

Side-by-side comparison

ESGULRGF
Annual cost (TER)0.15%0.08%
Fund size (AUM)$16.6B$3.3B
Since20162015
Dividend yield0.97%1.13%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex enhanced
CAGR 1Y+30.6%+27.0%
CAGR 3Y+22.6%+23.3%
CAGR 5Y+13.3%+14.1%
Sharpe 3Y1.191.23
Volatility 1Y12.30%12.16%
Max drawdown-33.87%-36.03%

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

Similar to ESGU and LRGF