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LRGF vs ROUS

iShares U.S. Equity Factor ETF vs Hartford Multifactor US Equity ETF

LRGF

iShares U.S. Equity Factor ETF

iShares

Annual cost

0.08%

Fund size

$3.3B

ROUS

Hartford Multifactor US Equity ETF

Hartford Mutual Funds

Annual cost

0.19%

Fund size

$587M

Key differences

  • LRGF costs 0.11% less per year.
  • LRGF is significantly larger than ROUS — larger funds tend to be more liquid and less likely to close.
  • LRGF follows a index enhanced strategy; ROUS uses index tracking.
  • Over the last 3 years, LRGF has delivered higher annualized returns.

Side-by-side comparison

LRGFROUS
Annual cost (TER)0.08%0.19%
Fund size (AUM)$3.3B$587M
Since20152015
Dividend yield1.13%1.40%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1Y+25.4%+28.2%
CAGR 3Y+23.4%+20.4%
CAGR 5Y+13.8%+12.6%
Sharpe 3Y1.231.23
Volatility 1Y12.16%11.43%
Max drawdown-36.03%-35.51%

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

Similar to LRGF and ROUS