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LRGF vs QUAL

iShares U.S. Equity Factor ETF vs iShares MSCI USA Quality Factor ETF

LRGF

iShares U.S. Equity Factor ETF

iShares

Annual cost

0.08%

Fund size

$3.3B

QUAL

iShares MSCI USA Quality Factor ETF

iShares

Annual cost

0.15%

Fund size

$50.1B

Key differences

  • LRGF costs 0.07% less per year.
  • QUAL is significantly larger than LRGF — larger funds tend to be more liquid and less likely to close.
  • LRGF follows a index enhanced strategy; QUAL uses index tracking.
  • Over the last 3 years, LRGF has delivered higher annualized returns.

Side-by-side comparison

LRGFQUAL
Annual cost (TER)0.08%0.15%
Fund size (AUM)$3.3B$50.1B
Since20152013
Dividend yield1.13%0.91%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1Y+25.4%+22.9%
CAGR 3Y+23.4%+20.8%
CAGR 5Y+13.8%+12.3%
Sharpe 3Y1.231.13
Volatility 1Y12.16%12.05%
Max drawdown-36.03%-34.06%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to LRGF and QUAL