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LRGF vs ESGU

iShares U.S. Equity Factor ETF vs iShares ESG Aware MSCI USA ETF

LRGF

iShares U.S. Equity Factor ETF

iShares

Annual cost

0.08%

Fund size

$3.3B

ESGU

iShares ESG Aware MSCI USA ETF

iShares

Annual cost

0.15%

Fund size

$16.6B

Key differences

  • LRGF costs 0.07% less per year.
  • ESGU is significantly larger than LRGF — larger funds tend to be more liquid and less likely to close.
  • LRGF follows a index enhanced strategy; ESGU uses index tracking.

Side-by-side comparison

LRGFESGU
Annual cost (TER)0.08%0.15%
Fund size (AUM)$3.3B$16.6B
Since20152016
Dividend yield1.13%0.97%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1Y+27.0%+30.6%
CAGR 3Y+23.3%+22.6%
CAGR 5Y+14.1%+13.3%
Sharpe 3Y1.231.19
Volatility 1Y12.16%12.30%
Max drawdown-36.03%-33.87%

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

Similar to LRGF and ESGU