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LRGF vs FLRG

iShares U.S. Equity Factor ETF vs Fidelity U.S. Multifactor ETF

LRGF

iShares U.S. Equity Factor ETF

iShares

Annual cost

0.08%

Fund size

$3.3B

FLRG

Fidelity U.S. Multifactor ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$283M

Key differences

  • LRGF costs 0.07% less per year.
  • LRGF is significantly larger than FLRG — larger funds tend to be more liquid and less likely to close.
  • LRGF follows a index enhanced strategy; FLRG uses index tracking.
  • Over the last 3 years, LRGF has delivered higher annualized returns.
  • LRGF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LRGFFLRG
Annual cost (TER)0.08%0.15%
Fund size (AUM)$3.3B$283M
Since20152020
Dividend yield1.13%1.39%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1Y+25.4%+19.9%
CAGR 3Y+23.4%+19.4%
CAGR 5Y+13.8%+13.0%
Sharpe 3Y1.231.13
Volatility 1Y12.16%10.28%
Max drawdown-36.03%-19.64%

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

Similar to LRGF and FLRG