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SURE vs LRGF

AdvisorShares Insider Advantage ETF vs iShares U.S. Equity Factor ETF

SURE

AdvisorShares Insider Advantage ETF

AdvisorShares

Annual cost

0.90%

Fund size

$52M

LRGF

iShares U.S. Equity Factor ETF

iShares

Annual cost

0.08%

Fund size

$3.3B

Key differences

  • LRGF costs 0.82% less per year.
  • LRGF is significantly larger than SURE — larger funds tend to be more liquid and less likely to close.
  • SURE follows a active selection strategy; LRGF uses index enhanced.
  • Over the last 3 years, LRGF has delivered higher annualized returns.

Side-by-side comparison

SURELRGF
Annual cost (TER)0.90%0.08%
Fund size (AUM)$52M$3.3B
Since20112015
Dividend yield0.94%1.13%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex enhanced
CAGR 1Y+25.6%+27.0%
CAGR 3Y+17.8%+23.3%
CAGR 5Y+9.3%+14.1%
Sharpe 3Y0.921.23
Volatility 1Y12.96%12.16%
Max drawdown-35.68%-36.03%

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

Similar to SURE and LRGF