Screener
SUSA vs LRGF
iShares ESG Optimized MSCI USA ETF vs iShares U.S. Equity Factor ETF
Key differences
- LRGF costs 0.17% less per year.
- SUSA follows a index tracking strategy; LRGF uses index enhanced.
- Over the last 3 years, LRGF has delivered higher annualized returns.
- SUSA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SUSA | LRGF | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.08% |
| Fund size (AUM) | $3.8B | $3.3B |
| Since | 2005 | 2015 |
| Dividend yield | 0.88% | 1.13% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +27.9% | +27.0% |
| CAGR 3Y | +21.2% | +23.3% |
| CAGR 5Y | +12.3% | +14.1% |
| Sharpe 3Y | 1.13 | 1.23 |
| Volatility 1Y | 12.47% | 12.16% |
| Max drawdown | -32.93% | -36.03% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to SUSA and LRGF
Explore further