Screener
ITA vs LRGF
iShares U.S. Aerospace & Defense ETF vs iShares U.S. Equity Factor ETF
Key differences
- LRGF costs 0.30% less per year.
- ITA is significantly larger than LRGF — larger funds tend to be more liquid and less likely to close.
- ITA follows a index tracking strategy; LRGF uses index enhanced.
- Over the last 3 years, ITA has delivered higher annualized returns.
- ITA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ITA | LRGF | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.08% |
| Fund size (AUM) | $13.6B | $3.3B |
| Since | 2006 | 2015 |
| Dividend yield | 0.49% | 1.13% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +35.5% | +27.0% |
| CAGR 3Y | +28.0% | +23.3% |
| CAGR 5Y | +18.2% | +14.1% |
| Sharpe 3Y | 1.20 | 1.23 |
| Volatility 1Y | 20.67% | 12.16% |
| Max drawdown | -51.00% | -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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