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LRGF vs AQLT

iShares U.S. Equity Factor ETF vs iShares MSCI Global Quality Factor ETF

LRGF

iShares U.S. Equity Factor ETF

iShares

Annual cost

0.08%

Fund size

$3.3B

AQLT

iShares MSCI Global Quality Factor ETF

iShares

Annual cost

0.20%

Fund size

$246M

Key differences

  • LRGF costs 0.12% less per year.
  • LRGF is significantly larger than AQLT — larger funds tend to be more liquid and less likely to close.
  • LRGF covers north america markets; AQLT covers global.
  • LRGF follows a index enhanced strategy; AQLT uses index tracking.
  • LRGF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LRGFAQLT
Annual cost (TER)0.08%0.20%
Fund size (AUM)$3.3B$246M
Since20152024
Dividend yield1.13%0.97%
Asset classequityequity
Regionnorth americaglobal
Strategyindex enhancedindex tracking
CAGR 1Y+25.4%+29.5%
CAGR 3Y+23.4%N/A
CAGR 5Y+13.8%N/A
Sharpe 3Y1.23N/A
Volatility 1Y12.16%13.50%
Max drawdown-36.03%-16.84%

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

Similar to LRGF and AQLT