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LRGF vs RXI

iShares U.S. Equity Factor ETF vs iShares Global Consumer Discretionary ETF

LRGF

iShares U.S. Equity Factor ETF

Annual cost

0.08%

Fund size

$3.5B

RXI

iShares Global Consumer Discretionary ETF

Annual cost

0.39%

Fund size

$273M

Key differences

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

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

Side-by-side comparison

LRGFRXI
Annual cost (TER)0.08%0.39%
Fund size (AUM)$3.5B$273M
Since20152006
Dividend yield1.06%1.58%
Asset classequityequity
Regionnorth americaglobal
Strategyindex enhancedindex tracking
CAGR 1Y+22.4%+5.8%
CAGR 3Y+22.2%+11.3%
CAGR 5Y+13.5%+4.2%
Sharpe 3Y1.160.48
Volatility 1Y12.53%16.48%
Max drawdown-36.03%-35.78%

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

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