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MTUM vs LRGF
iShares MSCI USA Momentum Factor ETF vs iShares U.S. Equity Factor ETF
Key differences
- LRGF costs 0.07% less per year.
- MTUM is significantly larger than LRGF — larger funds tend to be more liquid and less likely to close.
- MTUM follows a index tracking strategy; LRGF uses index enhanced.
- Over the last 3 years, MTUM has delivered higher annualized returns.
Side-by-side comparison
| MTUM | LRGF | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.08% |
| Fund size (AUM) | $24.2B | $3.3B |
| Since | 2013 | 2015 |
| Dividend yield | 0.69% | 1.13% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +39.9% | +27.0% |
| CAGR 3Y | +32.0% | +23.3% |
| CAGR 5Y | +15.4% | +14.1% |
| Sharpe 3Y | 1.30 | 1.23 |
| Volatility 1Y | 18.95% | 12.16% |
| Max drawdown | -34.08% | -36.03% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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