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FTCS vs LRGF

First Trust Capital Strength ETF vs iShares U.S. Equity Factor ETF

FTCS

First Trust Capital Strength ETF

Annual cost

0.53%

Fund size

$7.7B

LRGF

iShares U.S. Equity Factor ETF

Annual cost

0.08%

Fund size

$3.5B

Key differences

Both FTCS and LRGF are equity ETFs. FTCS charges 0.53% a year and LRGF 0.08%. The main difference: FTCS follows a index tracking strategy; LRGF uses index enhanced.

  • FTCS follows a index tracking strategy; LRGF uses index enhanced.
  • LRGF costs 0.45% less per year.
  • Over the last three years, LRGF has delivered higher annualized returns.
  • FTCS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FTCSLRGF
Annual cost (TER)0.53%0.08%
Fund size (AUM)$7.7B$3.5B
Since20062015
Dividend yield1.11%1.06%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex enhanced
CAGR 1Y+4.3%+19.6%
CAGR 3Y+10.0%+21.3%
CAGR 5Y+5.8%+13.2%
Sharpe 3Y0.591.12
Volatility 1Y9.96%12.40%
Max drawdown-31.93%-36.03%

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

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