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LRGF vs IWB

iShares U.S. Equity Factor ETF vs iShares Russell 1000 ETF

LRGF

iShares U.S. Equity Factor ETF

iShares

Annual cost

0.08%

Fund size

$3.3B

IWB

iShares Russell 1000 ETF

iShares

Annual cost

0.15%

Fund size

$46.2B

Key differences

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

Side-by-side comparison

LRGFIWB
Annual cost (TER)0.08%0.15%
Fund size (AUM)$3.3B$46.2B
Since20152000
Dividend yield1.13%0.96%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1Y+25.4%+28.3%
CAGR 3Y+23.4%+22.8%
CAGR 5Y+13.8%+13.1%
Sharpe 3Y1.231.21
Volatility 1Y12.16%12.07%
Max drawdown-36.03%-34.60%

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

Similar to LRGF and IWB