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PSTR vs LRGF

PeakShares Sector Rotation ETF vs iShares U.S. Equity Factor ETF

PSTR

PeakShares Sector Rotation ETF

PeakShares LLC

Annual cost

1.07%

Fund size

$57M

LRGF

iShares U.S. Equity Factor ETF

iShares

Annual cost

0.08%

Fund size

$3.3B

Key differences

  • LRGF costs 0.99% less per year.
  • LRGF is significantly larger than PSTR — larger funds tend to be more liquid and less likely to close.
  • PSTR is classified as alternative, while LRGF is equity — different risk/return profiles.
  • PSTR follows a tactical allocation strategy; LRGF uses index enhanced.
  • LRGF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PSTRLRGF
Annual cost (TER)1.07%0.08%
Fund size (AUM)$57M$3.3B
Since20242015
Dividend yield4.75%1.13%
Asset classalternativeequity
Regionnorth americanorth america
Strategytactical allocationindex enhanced
CAGR 1Y+19.4%+27.0%
CAGR 3YN/A+23.3%
CAGR 5YN/A+14.1%
Sharpe 3YN/A1.23
Volatility 1Y8.48%12.16%
Max drawdown-14.73%-36.03%

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

Similar to PSTR and LRGF