Screener
LRGF vs SVAL
iShares U.S. Equity Factor ETF vs iShares US Small Cap Value Factor ETF
Key differences
- LRGF costs 0.12% less per year.
- LRGF is significantly larger than SVAL — larger funds tend to be more liquid and less likely to close.
- LRGF follows a index enhanced strategy; SVAL uses index tracking.
- Over the last 3 years, LRGF has delivered higher annualized returns.
- LRGF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LRGF | SVAL | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.20% |
| Fund size (AUM) | $3.3B | $188M |
| Since | 2015 | 2020 |
| Dividend yield | 1.13% | 2.30% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | index tracking |
| CAGR 1Y | +25.4% | +36.9% |
| CAGR 3Y | +23.4% | +18.9% |
| CAGR 5Y | +13.8% | +6.5% |
| Sharpe 3Y | 1.23 | 0.74 |
| Volatility 1Y | 12.16% | 18.05% |
| Max drawdown | -36.03% | -27.44% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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