Screener
LRGF vs ITA
iShares U.S. Equity Factor ETF vs iShares U.S. Aerospace & Defense ETF
Key differences
- LRGF costs 0.30% less per year.
- ITA is significantly larger than LRGF — larger funds tend to be more liquid and less likely to close.
- LRGF follows a index enhanced strategy; ITA uses index tracking.
- Over the last 3 years, ITA has delivered higher annualized returns.
- ITA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LRGF | ITA | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.38% |
| Fund size (AUM) | $3.3B | $13.6B |
| Since | 2015 | 2006 |
| Dividend yield | 1.13% | 0.49% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | index tracking |
| CAGR 1Y | +27.0% | +35.5% |
| CAGR 3Y | +23.3% | +28.0% |
| CAGR 5Y | +14.1% | +18.2% |
| Sharpe 3Y | 1.23 | 1.20 |
| Volatility 1Y | 12.16% | 20.67% |
| Max drawdown | -36.03% | -51.00% |
Similar to LRGF and ITA
Explore further