Screener
SSPY vs LRGF
Stratified LargeCap Index ETF vs iShares U.S. Equity Factor ETF
Key differences
Both SSPY and LRGF are equity ETFs. SSPY charges 0.45% a year and LRGF 0.08%. The main difference: SSPY follows a index tracking strategy; LRGF uses index enhanced.
- SSPY follows a index tracking strategy; LRGF uses index enhanced.
- LRGF costs 0.37% less per year.
- LRGF is much larger than SSPY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, LRGF has delivered higher annualized returns.
Side-by-side comparison
| SSPY | LRGF | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.08% |
| Fund size (AUM) | $125M | $3.5B |
| Since | 2019 | 2015 |
| Dividend yield | 1.26% | 1.06% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +21.3% | +22.4% |
| CAGR 3Y | +14.9% | +22.2% |
| CAGR 5Y | +9.2% | +13.5% |
| Sharpe 3Y | 0.84 | 1.16 |
| Volatility 1Y | 10.78% | 12.53% |
| Max drawdown | -36.67% | -36.03% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.