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LRGF vs MTUM
iShares U.S. Equity Factor ETF vs iShares MSCI USA Momentum Factor ETF
Key differences
- LRGF costs 0.07% less per year.
- MTUM is significantly larger than LRGF — larger funds tend to be more liquid and less likely to close.
- LRGF follows a index enhanced strategy; MTUM uses index tracking.
- Over the last 3 years, MTUM has delivered higher annualized returns.
Side-by-side comparison
| LRGF | MTUM | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.15% |
| Fund size (AUM) | $3.3B | $24.2B |
| Since | 2015 | 2013 |
| Dividend yield | 1.13% | 0.69% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | index tracking |
| CAGR 1Y | +27.0% | +39.9% |
| CAGR 3Y | +23.3% | +32.0% |
| CAGR 5Y | +14.1% | +15.4% |
| Sharpe 3Y | 1.23 | 1.30 |
| Volatility 1Y | 12.16% | 18.95% |
| Max drawdown | -36.03% | -34.08% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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