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LRGF vs USXF

iShares U.S. Equity Factor ETF vs iShares ESG Advanced MSCI USA ETF

LRGF

iShares U.S. Equity Factor ETF

iShares

Annual cost

0.08%

Fund size

$3.3B

USXF

iShares ESG Advanced MSCI USA ETF

iShares

Annual cost

0.10%

Fund size

$1.3B

Key differences

  • LRGF follows a index enhanced strategy; USXF uses index tracking.
  • Over the last 3 years, USXF has delivered higher annualized returns.
  • LRGF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LRGFUSXF
Annual cost (TER)0.08%0.10%
Fund size (AUM)$3.3B$1.3B
Since20152020
Dividend yield1.13%0.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1Y+27.0%+35.8%
CAGR 3Y+23.3%+27.2%
CAGR 5Y+14.1%+15.8%
Sharpe 3Y1.231.21
Volatility 1Y12.16%16.19%
Max drawdown-36.03%-29.54%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to LRGF and USXF