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FIVA vs LRGF
Fidelity International Value Factor ETF vs iShares U.S. Equity Factor ETF
Key differences
- LRGF costs 0.10% less per year.
- LRGF is significantly larger than FIVA — larger funds tend to be more liquid and less likely to close.
- FIVA covers global markets; LRGF covers north america.
- FIVA follows a index tracking strategy; LRGF uses index enhanced.
- Over the last 3 years, LRGF has delivered higher annualized returns.
Side-by-side comparison
| FIVA | LRGF | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.08% |
| Fund size (AUM) | $533M | $3.3B |
| Since | 2018 | 2015 |
| Dividend yield | 2.63% | 1.13% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +35.7% | +25.4% |
| CAGR 3Y | +21.9% | +23.4% |
| CAGR 5Y | +12.5% | +13.8% |
| Sharpe 3Y | 1.16 | 1.23 |
| Volatility 1Y | 15.23% | 12.16% |
| Max drawdown | -39.60% | -36.03% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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