Screener
LRGF vs SUSA
iShares U.S. Equity Factor ETF vs iShares ESG Optimized MSCI USA ETF
Key differences
- LRGF costs 0.17% less per year.
- LRGF follows a index enhanced strategy; SUSA uses index tracking.
- Over the last 3 years, LRGF has delivered higher annualized returns.
- SUSA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LRGF | SUSA | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.25% |
| Fund size (AUM) | $3.3B | $3.8B |
| Since | 2015 | 2005 |
| Dividend yield | 1.13% | 0.88% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | index tracking |
| CAGR 1Y | +27.0% | +27.9% |
| CAGR 3Y | +23.3% | +21.2% |
| CAGR 5Y | +14.1% | +12.3% |
| Sharpe 3Y | 1.23 | 1.13 |
| Volatility 1Y | 12.16% | 12.47% |
| Max drawdown | -36.03% | -32.93% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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