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IBUY vs LRGF

Amplify Online Retail ETF vs iShares U.S. Equity Factor ETF

IBUY

Amplify Online Retail ETF

Annual cost

0.65%

Fund size

$118M

LRGF

iShares U.S. Equity Factor ETF

Annual cost

0.08%

Fund size

$3.5B

Key differences

Both IBUY and LRGF are equity ETFs. IBUY charges 0.65% a year and LRGF 0.08%. The main difference: IBUY follows a index tracking strategy; LRGF uses index enhanced.

  • IBUY follows a index tracking strategy; LRGF uses index enhanced.
  • IBUY covers global markets; LRGF covers North America.
  • LRGF costs 0.57% less per year.
  • LRGF is much larger than IBUY. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, LRGF has delivered higher annualized returns.

Side-by-side comparison

IBUYLRGF
Annual cost (TER)0.65%0.08%
Fund size (AUM)$118M$3.5B
Since20162015
Dividend yield0.12%1.06%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex enhanced
CAGR 1Y-3.9%+22.4%
CAGR 3Y+15.5%+22.2%
CAGR 5Y-11.6%+13.5%
Sharpe 3Y0.561.16
Volatility 1Y21.74%12.53%
Max drawdown-73.00%-36.03%

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

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