Skip to content
Beacon
Screener

LRGC vs IWD

AB US Large Cap Strategic Equities ETF vs iShares Russell 1000 Value ETF

LRGC

AB US Large Cap Strategic Equities ETF

AllianceBernstein

Annual cost

0.39%

Fund size

$1.2B

IWD

iShares Russell 1000 Value ETF

iShares

Annual cost

0.18%

Fund size

$74.3B

Key differences

  • IWD costs 0.21% less per year.
  • IWD is significantly larger than LRGC — larger funds tend to be more liquid and less likely to close.
  • LRGC follows a active selection strategy; IWD uses index tracking.
  • IWD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LRGCIWD
Annual cost (TER)0.39%0.18%
Fund size (AUM)$1.2B$74.3B
Since20232000
Dividend yield0.55%1.55%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+25.3%+28.5%
CAGR 3YN/A+18.3%
CAGR 5YN/A+10.1%
Sharpe 3YN/A1.09
Volatility 1Y12.03%10.88%
Max drawdown-19.38%-38.51%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to LRGC and IWD