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LRGC vs OEF

AB US Large Cap Strategic Equities ETF vs iShares S&P 100 ETF

LRGC

AB US Large Cap Strategic Equities ETF

AllianceBernstein

Annual cost

0.39%

Fund size

$1.2B

OEF

iShares S&P 100 ETF

iShares

Annual cost

0.20%

Fund size

$19.6B

Key differences

  • OEF costs 0.19% less per year.
  • OEF is significantly larger than LRGC — larger funds tend to be more liquid and less likely to close.
  • LRGC follows a active selection strategy; OEF uses index tracking.
  • OEF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LRGCOEF
Annual cost (TER)0.39%0.20%
Fund size (AUM)$1.2B$19.6B
Since20232000
Dividend yield0.55%0.88%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+25.3%+31.9%
CAGR 3YN/A+25.8%
CAGR 5YN/A+15.9%
Sharpe 3YN/A1.31
Volatility 1Y12.03%12.88%
Max drawdown-19.38%-31.44%

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

Similar to LRGC and OEF