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IYC vs LRGF

iShares US Consumer Discretionary ETF vs iShares U.S. Equity Factor ETF

IYC

iShares US Consumer Discretionary ETF

Annual cost

0.38%

Fund size

$1.2B

LRGF

iShares U.S. Equity Factor ETF

Annual cost

0.08%

Fund size

$3.5B

Key differences

Both IYC and LRGF are equity ETFs. IYC charges 0.38% a year and LRGF 0.08%. The main difference: IYC follows a index tracking strategy; LRGF uses index enhanced.

  • IYC follows a index tracking strategy; LRGF uses index enhanced.
  • LRGF costs 0.30% less per year.
  • Over the last three years, LRGF has delivered higher annualized returns.
  • IYC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IYCLRGF
Annual cost (TER)0.38%0.08%
Fund size (AUM)$1.2B$3.5B
Since20002015
Dividend yield0.50%1.06%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex enhanced
CAGR 1Y+4.7%+22.4%
CAGR 3Y+15.7%+22.2%
CAGR 5Y+6.6%+13.5%
Sharpe 3Y0.721.16
Volatility 1Y14.44%12.53%
Max drawdown-35.90%-36.03%

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

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