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LRGF vs JHSC

iShares U.S. Equity Factor ETF vs John Hancock Multifactor Small Cap ETF

LRGF

iShares U.S. Equity Factor ETF

Annual cost

0.08%

Fund size

$3.5B

JHSC

John Hancock Multifactor Small Cap ETF

Annual cost

0.42%

Fund size

$667M

Key differences

Both LRGF and JHSC are equity ETFs. LRGF charges 0.08% a year and JHSC 0.42%. The main difference: LRGF follows a index enhanced strategy; JHSC uses index tracking.

  • LRGF follows a index enhanced strategy; JHSC uses index tracking.
  • LRGF costs 0.34% less per year.
  • LRGF is much larger than JHSC. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, LRGF has delivered higher annualized returns.

Side-by-side comparison

LRGFJHSC
Annual cost (TER)0.08%0.42%
Fund size (AUM)$3.5B$667M
Since20152017
Dividend yield1.06%1.01%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1Y+22.2%+24.5%
CAGR 3Y+23.0%+15.8%
CAGR 5Y+13.5%+6.8%
Sharpe 3Y1.200.68
Volatility 1Y12.32%16.29%
Max drawdown-36.03%-42.66%

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

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