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LRGF vs XVV

iShares U.S. Equity Factor ETF vs iShares ESG Select Screened S&P 500 ETF

LRGF

iShares U.S. Equity Factor ETF

iShares

Annual cost

0.08%

Fund size

$3.3B

XVV

iShares ESG Select Screened S&P 500 ETF

iShares

Annual cost

0.08%

Fund size

$636M

Key differences

  • LRGF is significantly larger than XVV — larger funds tend to be more liquid and less likely to close.
  • LRGF follows a index enhanced strategy; XVV uses index tracking.
  • LRGF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LRGFXVV
Annual cost (TER)0.08%0.08%
Fund size (AUM)$3.3B$636M
Since20152020
Dividend yield1.13%0.92%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1Y+27.0%+29.8%
CAGR 3Y+23.3%+23.1%
CAGR 5Y+14.1%+14.1%
Sharpe 3Y1.231.17
Volatility 1Y12.16%12.83%
Max drawdown-36.03%-27.20%

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

Similar to LRGF and XVV