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SIZE vs LRGF
iShares MSCI USA Size Factor ETF vs iShares U.S. Equity Factor ETF
Key differences
- LRGF costs 0.07% less per year.
- LRGF is significantly larger than SIZE — larger funds tend to be more liquid and less likely to close.
- SIZE follows a index tracking strategy; LRGF uses index enhanced.
- Over the last 3 years, LRGF has delivered higher annualized returns.
Side-by-side comparison
| SIZE | LRGF | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.08% |
| Fund size (AUM) | $409M | $3.3B |
| Since | 2013 | 2015 |
| Dividend yield | 1.46% | 1.13% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +18.9% | +25.4% |
| CAGR 3Y | +16.4% | +23.4% |
| CAGR 5Y | +8.3% | +13.8% |
| Sharpe 3Y | 0.84 | 1.23 |
| Volatility 1Y | 12.83% | 12.16% |
| Max drawdown | -39.15% | -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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