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JHMM vs LRGF

John Hancock Multifactor Mid Cap ETF vs iShares U.S. Equity Factor ETF

JHMM

John Hancock Multifactor Mid Cap ETF

Annual cost

0.41%

Fund size

$5.6B

LRGF

iShares U.S. Equity Factor ETF

Annual cost

0.08%

Fund size

$3.5B

Key differences

Both JHMM and LRGF are equity ETFs. JHMM charges 0.41% a year and LRGF 0.08%. The main difference: JHMM follows a index tracking strategy; LRGF uses index enhanced.

  • JHMM follows a index tracking strategy; LRGF uses index enhanced.
  • LRGF costs 0.33% less per year.
  • Over the last three years, LRGF has delivered higher annualized returns.

Side-by-side comparison

JHMMLRGF
Annual cost (TER)0.41%0.08%
Fund size (AUM)$5.6B$3.5B
Since20152015
Dividend yield0.87%1.06%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex enhanced
CAGR 1Y+23.3%+22.2%
CAGR 3Y+17.8%+23.0%
CAGR 5Y+8.1%+13.5%
Sharpe 3Y0.871.20
Volatility 1Y14.23%12.32%
Max drawdown-40.71%-36.03%

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

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