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LRGF vs VLUE
iShares U.S. Equity Factor ETF vs iShares MSCI USA Value Factor ETF
Key differences
- LRGF costs 0.07% less per year.
- VLUE is significantly larger than LRGF — larger funds tend to be more liquid and less likely to close.
- LRGF follows a index enhanced strategy; VLUE uses index tracking.
- Over the last 3 years, VLUE has delivered higher annualized returns.
Side-by-side comparison
| LRGF | VLUE | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.15% |
| Fund size (AUM) | $3.3B | $12.0B |
| Since | 2015 | 2013 |
| Dividend yield | 1.13% | 1.70% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | index tracking |
| CAGR 1Y | +25.4% | +79.1% |
| CAGR 3Y | +23.4% | +31.4% |
| CAGR 5Y | +13.8% | +15.0% |
| Sharpe 3Y | 1.23 | 1.54 |
| Volatility 1Y | 12.16% | 16.92% |
| Max drawdown | -36.03% | -39.47% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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