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LRGF vs IWN

iShares U.S. Equity Factor ETF vs iShares Russell 2000 Value ETF

LRGF

iShares U.S. Equity Factor ETF

iShares

Annual cost

0.08%

Fund size

$3.3B

IWN

iShares Russell 2000 Value ETF

iShares

Annual cost

0.24%

Fund size

$13.4B

Key differences

  • LRGF costs 0.16% less per year.
  • IWN is significantly larger than LRGF — larger funds tend to be more liquid and less likely to close.
  • LRGF follows a index enhanced strategy; IWN uses index tracking.
  • Over the last 3 years, LRGF has delivered higher annualized returns.
  • IWN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LRGFIWN
Annual cost (TER)0.08%0.24%
Fund size (AUM)$3.3B$13.4B
Since20152000
Dividend yield1.13%1.49%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1Y+25.4%+43.7%
CAGR 3Y+23.4%+18.7%
CAGR 5Y+13.8%+6.9%
Sharpe 3Y1.230.77
Volatility 1Y12.16%17.87%
Max drawdown-36.03%-46.08%

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

Similar to LRGF and IWN