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LRGF vs LOWV

iShares U.S. Equity Factor ETF vs AB US Low Volatility Equity ETF

LRGF

iShares U.S. Equity Factor ETF

Annual cost

0.08%

Fund size

$3.5B

LOWV

AB US Low Volatility Equity ETF

Annual cost

0.39%

Fund size

$204M

Key differences

Both LRGF and LOWV are equity ETFs. LRGF charges 0.08% a year and LOWV 0.39%. The main difference: LRGF follows a index enhanced strategy; LOWV uses active selection.

  • LRGF follows a index enhanced strategy; LOWV uses active selection.
  • LRGF costs 0.31% less per year.
  • LRGF is much larger than LOWV. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, LRGF has delivered higher annualized returns.
  • LRGF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LRGFLOWV
Annual cost (TER)0.08%0.39%
Fund size (AUM)$3.5B$204M
Since20152023
Dividend yield1.06%0.90%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedactive selection
CAGR 1Y+22.4%+9.3%
CAGR 3Y+22.2%+15.6%
CAGR 5Y+13.5%N/A
Sharpe 3Y1.160.96
Volatility 1Y12.53%10.59%
Max drawdown-36.03%-13.87%

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

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