Screener
LRGF vs IWD
iShares U.S. Equity Factor ETF vs iShares Russell 1000 Value ETF
Key differences
- LRGF costs 0.10% less per year.
- IWD is significantly larger than LRGF — larger funds tend to be more liquid and less likely to close.
- LRGF follows a index enhanced strategy; IWD uses index tracking.
- Over the last 3 years, LRGF has delivered higher annualized returns.
- IWD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LRGF | IWD | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.18% |
| Fund size (AUM) | $3.3B | $74.3B |
| Since | 2015 | 2000 |
| Dividend yield | 1.13% | 1.55% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | index tracking |
| CAGR 1Y | +25.4% | +28.5% |
| CAGR 3Y | +23.4% | +18.3% |
| CAGR 5Y | +13.8% | +10.1% |
| Sharpe 3Y | 1.23 | 1.09 |
| Volatility 1Y | 12.16% | 10.88% |
| Max drawdown | -36.03% | -38.51% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to LRGF and IWD
Explore further