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IEDI vs LRGF

iShares U.S. Consumer Focused ETF vs iShares U.S. Equity Factor ETF

IEDI

iShares U.S. Consumer Focused ETF

Annual cost

0.18%

Fund size

$27M

LRGF

iShares U.S. Equity Factor ETF

Annual cost

0.08%

Fund size

$3.5B

Key differences

Both IEDI and LRGF are equity ETFs. IEDI charges 0.18% a year and LRGF 0.08%. The main difference: IEDI follows a active selection strategy; LRGF uses index enhanced.

  • IEDI follows a active selection strategy; LRGF uses index enhanced.
  • LRGF costs 0.10% less per year.
  • LRGF is much larger than IEDI. 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

IEDILRGF
Annual cost (TER)0.18%0.08%
Fund size (AUM)$27M$3.5B
Since20182015
Dividend yield0.97%1.06%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex enhanced
CAGR 1Y+4.3%+22.4%
CAGR 3Y+14.4%+22.2%
CAGR 5Y+6.8%+13.5%
Sharpe 3Y0.731.16
Volatility 1Y13.51%12.53%
Max drawdown-30.60%-36.03%

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

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