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LRGF vs IEDI

iShares U.S. Equity Factor ETF vs iShares U.S. Consumer Focused ETF

LRGF

iShares U.S. Equity Factor ETF

Annual cost

0.08%

Fund size

$3.5B

IEDI

iShares U.S. Consumer Focused ETF

Annual cost

0.18%

Fund size

$27M

Key differences

Both LRGF and IEDI are equity ETFs. LRGF charges 0.08% a year and IEDI 0.18%. The main difference: LRGF follows a index enhanced strategy; IEDI uses active selection.

  • LRGF follows a index enhanced strategy; IEDI uses active selection.
  • LRGF costs 0.10% less per year.
  • LRGF is much larger than IEDI. 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

LRGFIEDI
Annual cost (TER)0.08%0.18%
Fund size (AUM)$3.5B$27M
Since20152018
Dividend yield1.06%0.97%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedactive selection
CAGR 1Y+22.4%+4.3%
CAGR 3Y+22.2%+14.4%
CAGR 5Y+13.5%+6.8%
Sharpe 3Y1.160.73
Volatility 1Y12.53%13.51%
Max drawdown-36.03%-30.60%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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