Skip to content
Beacon
Screener

QEFA vs LRGF

State Street SPDR MSCI EAFE StrategicFactors ETF vs iShares U.S. Equity Factor ETF

QEFA

State Street SPDR MSCI EAFE StrategicFactors ETF

State Street Investment Management

Annual cost

0.30%

Fund size

$1.1B

LRGF

iShares U.S. Equity Factor ETF

iShares

Annual cost

0.08%

Fund size

$3.3B

Key differences

  • LRGF costs 0.22% less per year.
  • LRGF is significantly larger than QEFA — larger funds tend to be more liquid and less likely to close.
  • QEFA covers global markets; LRGF covers north america.
  • QEFA follows a index tracking strategy; LRGF uses index enhanced.
  • Over the last 3 years, LRGF has delivered higher annualized returns.

Side-by-side comparison

QEFALRGF
Annual cost (TER)0.30%0.08%
Fund size (AUM)$1.1B$3.3B
Since20142015
Dividend yield2.94%1.13%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex enhanced
CAGR 1Y+19.2%+25.4%
CAGR 3Y+14.7%+23.4%
CAGR 5Y+8.4%+13.8%
Sharpe 3Y0.821.23
Volatility 1Y12.83%12.16%
Max drawdown-31.71%-36.03%

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

Similar to QEFA and LRGF