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LRGF vs EQIN

iShares U.S. Equity Factor ETF vs Columbia U.S. Equity Income ETF

LRGF

iShares U.S. Equity Factor ETF

Annual cost

0.08%

Fund size

$3.5B

EQIN

Columbia U.S. Equity Income ETF

Annual cost

0.35%

Fund size

$287M

Key differences

Both LRGF and EQIN are equity ETFs. LRGF charges 0.08% a year and EQIN 0.35%. The main difference: LRGF follows a index enhanced strategy; EQIN uses active selection.

  • LRGF follows a index enhanced strategy; EQIN uses active selection.
  • LRGF costs 0.27% less per year.
  • LRGF is much larger than EQIN. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, LRGF has delivered higher annualized returns.

Side-by-side comparison

LRGFEQIN
Annual cost (TER)0.08%0.35%
Fund size (AUM)$3.5B$287M
Since20152016
Dividend yield1.06%1.91%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedactive selection
CAGR 1Y+22.2%+18.7%
CAGR 3Y+23.0%+15.9%
CAGR 5Y+13.5%+9.7%
Sharpe 3Y1.200.99
Volatility 1Y12.32%10.35%
Max drawdown-36.03%-42.16%

Similar to LRGF and EQIN