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LRGF vs IYC

iShares U.S. Equity Factor ETF vs iShares US Consumer Discretionary ETF

LRGF

iShares U.S. Equity Factor ETF

Annual cost

0.08%

Fund size

$3.5B

IYC

iShares US Consumer Discretionary ETF

Annual cost

0.38%

Fund size

$1.2B

Key differences

Both LRGF and IYC are equity ETFs. LRGF charges 0.08% a year and IYC 0.38%. The main difference: LRGF follows a index enhanced strategy; IYC uses index tracking.

  • LRGF follows a index enhanced strategy; IYC uses index tracking.
  • LRGF costs 0.30% less per year.
  • Over the last three years, LRGF has delivered higher annualized returns.
  • IYC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LRGFIYC
Annual cost (TER)0.08%0.38%
Fund size (AUM)$3.5B$1.2B
Since20152000
Dividend yield1.06%0.50%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1Y+22.4%+4.7%
CAGR 3Y+22.2%+15.7%
CAGR 5Y+13.5%+6.6%
Sharpe 3Y1.160.72
Volatility 1Y12.53%14.44%
Max drawdown-36.03%-35.90%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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