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LOWV vs LRGF

AB US Low Volatility Equity ETF vs iShares U.S. Equity Factor ETF

LOWV

AB US Low Volatility Equity ETF

Annual cost

0.39%

Fund size

$204M

LRGF

iShares U.S. Equity Factor ETF

Annual cost

0.08%

Fund size

$3.5B

Key differences

Both LOWV and LRGF are equity ETFs. LOWV charges 0.39% a year and LRGF 0.08%. The main difference: LOWV follows a active selection strategy; LRGF uses index enhanced.

  • LOWV follows a active selection strategy; LRGF uses index enhanced.
  • LRGF costs 0.31% less per year.
  • LRGF is much larger than LOWV. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, LRGF has delivered higher annualized returns.
  • LRGF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LOWVLRGF
Annual cost (TER)0.39%0.08%
Fund size (AUM)$204M$3.5B
Since20232015
Dividend yield0.90%1.06%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex enhanced
CAGR 1Y+9.3%+22.4%
CAGR 3Y+15.6%+22.2%
CAGR 5YN/A+13.5%
Sharpe 3Y0.961.16
Volatility 1Y10.59%12.53%
Max drawdown-13.87%-36.03%

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

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