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QUS vs LRGF

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

QUS

State Street SPDR MSCI USA StrategicFactors ETF

State Street Investment Management

Annual cost

0.15%

Fund size

$1.5B

LRGF

iShares U.S. Equity Factor ETF

iShares

Annual cost

0.08%

Fund size

$3.3B

Key differences

  • LRGF costs 0.07% less per year.
  • QUS follows a index tracking strategy; LRGF uses index enhanced.
  • Over the last 3 years, LRGF has delivered higher annualized returns.

Side-by-side comparison

QUSLRGF
Annual cost (TER)0.15%0.08%
Fund size (AUM)$1.5B$3.3B
Since20152015
Dividend yield1.32%1.13%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex enhanced
CAGR 1Y+19.6%+25.4%
CAGR 3Y+18.6%+23.4%
CAGR 5Y+11.5%+13.8%
Sharpe 3Y1.201.23
Volatility 1Y9.24%12.16%
Max drawdown-33.78%-36.03%

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

Similar to QUS and LRGF