Screener
LRGF vs AFSM
iShares U.S. Equity Factor ETF vs First Trust Active Factor Small Cap ETF
Key differences
- LRGF costs 0.67% less per year.
- LRGF is significantly larger than AFSM — larger funds tend to be more liquid and less likely to close.
- LRGF follows a index enhanced strategy; AFSM uses active selection.
- Over the last 3 years, LRGF has delivered higher annualized returns.
Side-by-side comparison
| LRGF | AFSM | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.75% |
| Fund size (AUM) | $3.3B | $94M |
| Since | 2015 | 2019 |
| Dividend yield | 1.13% | 0.49% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | active selection |
| CAGR 1Y | +25.4% | +32.0% |
| CAGR 3Y | +23.4% | +19.1% |
| CAGR 5Y | +13.8% | +8.9% |
| Sharpe 3Y | 1.23 | 0.80 |
| Volatility 1Y | 12.16% | 17.84% |
| Max drawdown | -36.03% | -43.54% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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