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LRGF vs TMFE
iShares U.S. Equity Factor ETF vs Motley Fool Capital Efficiency 100 Index ETF
Key differences
Both LRGF and TMFE are equity ETFs. LRGF charges 0.08% a year and TMFE 0.50%. The main difference: LRGF follows a index enhanced strategy; TMFE uses index tracking.
- LRGF follows a index enhanced strategy; TMFE uses index tracking.
- LRGF costs 0.42% less per year.
- LRGF is much larger than TMFE. Larger funds are usually more liquid and less likely to close.
- Over the last three 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 | TMFE | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.50% |
| Fund size (AUM) | $3.5B | $85M |
| Since | 2015 | 2021 |
| Dividend yield | 1.06% | 0.31% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | index tracking |
| CAGR 1Y | +22.2% | +6.0% |
| CAGR 3Y | +23.0% | +19.4% |
| CAGR 5Y | +13.5% | N/A |
| Sharpe 3Y | 1.20 | 0.98 |
| Volatility 1Y | 12.32% | 12.28% |
| Max drawdown | -36.03% | -31.07% |
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