Screener
TMFX vs LRGF
Motley Fool Next Index ETF vs iShares U.S. Equity Factor ETF
Key differences
Both TMFX and LRGF are equity ETFs. TMFX charges 0.50% a year and LRGF 0.08%. The main difference: TMFX follows a index tracking strategy; LRGF uses index enhanced.
- TMFX follows a index tracking strategy; LRGF uses index enhanced.
- LRGF costs 0.42% less per year.
- LRGF is much larger than TMFX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, LRGF has delivered higher annualized returns.
- LRGF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TMFX | LRGF | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.08% |
| Fund size (AUM) | $32M | $3.5B |
| Since | 2021 | 2015 |
| Dividend yield | 0.05% | 1.06% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +10.5% | +22.2% |
| CAGR 3Y | +14.2% | +23.0% |
| CAGR 5Y | N/A | +13.5% |
| Sharpe 3Y | 0.59 | 1.20 |
| Volatility 1Y | 17.04% | 12.32% |
| Max drawdown | -34.30% | -36.03% |
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