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ESUM vs LRGF

Strategy Shares - Eventide US Market ETF vs iShares U.S. Equity Factor ETF

ESUM

Strategy Shares - Eventide US Market ETF

Annual cost

Fund size

LRGF

iShares U.S. Equity Factor ETF

iShares

Annual cost

0.08%

Fund size

$3.3B

Key differences

  • ESUM follows a index tracking strategy; LRGF uses index enhanced.

Side-by-side comparison

ESUMLRGF
Annual cost (TER)0.08%
Fund size (AUM)$3.3B
Since2015
Dividend yield1.13%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex enhanced
CAGR 1Y+19.2%+25.4%
CAGR 3YN/A+23.4%
CAGR 5YN/A+13.8%
Sharpe 3YN/A1.23
Volatility 1Y13.11%12.16%
Max drawdown-17.70%-36.03%

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

Similar to ESUM and LRGF