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LRGF vs SEIM

iShares U.S. Equity Factor ETF vs SEI Enhanced US Large Cap Momentum Factor ETF

LRGF

iShares U.S. Equity Factor ETF

Annual cost

0.08%

Fund size

$3.5B

SEIM

SEI Enhanced US Large Cap Momentum Factor ETF

Annual cost

0.15%

Fund size

$1.4B

Key differences

Both LRGF and SEIM are equity ETFs. LRGF charges 0.08% a year and SEIM 0.15%. The main difference: LRGF follows a index enhanced strategy; SEIM uses active selection.

  • LRGF follows a index enhanced strategy; SEIM uses active selection.
  • LRGF costs 0.07% less per year.
  • Over the last three years, SEIM has delivered higher annualized returns.
  • LRGF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LRGFSEIM
Annual cost (TER)0.08%0.15%
Fund size (AUM)$3.5B$1.4B
Since20152022
Dividend yield1.06%0.52%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedactive selection
CAGR 1Y+22.4%+35.3%
CAGR 3Y+22.2%+29.5%
CAGR 5Y+13.5%N/A
Sharpe 3Y1.161.31
Volatility 1Y12.53%17.16%
Max drawdown-36.03%-22.17%

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

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