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LRGF vs INEQ

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

LRGF

iShares U.S. Equity Factor ETF

Annual cost

0.08%

Fund size

$3.5B

INEQ

Columbia International Equity Income ETF

Annual cost

0.45%

Fund size

$81M

Key differences

Both LRGF and INEQ are equity ETFs. LRGF charges 0.08% a year and INEQ 0.45%. The main difference: LRGF follows a index enhanced strategy; INEQ uses active selection.

  • LRGF follows a index enhanced strategy; INEQ uses active selection.
  • LRGF covers North America; INEQ covers global markets.
  • LRGF costs 0.37% less per year.
  • LRGF is much larger than INEQ. 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

LRGFINEQ
Annual cost (TER)0.08%0.45%
Fund size (AUM)$3.5B$81M
Since20152016
Dividend yield1.06%2.37%
Asset classequityequity
Regionnorth americaglobal
Strategyindex enhancedactive selection
CAGR 1Y+22.2%+22.8%
CAGR 3Y+23.0%+20.0%
CAGR 5Y+13.5%+11.4%
Sharpe 3Y1.201.06
Volatility 1Y12.32%13.62%
Max drawdown-36.03%-40.25%

Similar to LRGF and INEQ