Screener
LRGF vs PY
iShares U.S. Equity Factor ETF vs Principal Value ETF
Key differences
- LRGF costs 0.07% less per year.
- LRGF is significantly larger than PY — larger funds tend to be more liquid and less likely to close.
- LRGF follows a index enhanced strategy; PY uses active selection.
- Over the last 3 years, LRGF has delivered higher annualized returns.
Side-by-side comparison
| LRGF | PY | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.15% |
| Fund size (AUM) | $3.3B | $212M |
| Since | 2015 | 2016 |
| Dividend yield | 1.13% | 2.15% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | active selection |
| CAGR 1Y | +25.4% | +17.0% |
| CAGR 3Y | +23.4% | +13.8% |
| CAGR 5Y | +13.8% | +7.5% |
| Sharpe 3Y | 1.23 | 0.75 |
| Volatility 1Y | 12.16% | 10.74% |
| Max drawdown | -36.03% | -45.44% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to LRGF and PY
Explore further