Screener
XJR vs LRGF
iShares ESG Select Screened S&P Small-Cap ETF vs iShares U.S. Equity Factor ETF
Key differences
- LRGF is significantly larger than XJR — larger funds tend to be more liquid and less likely to close.
- XJR follows a index tracking strategy; LRGF uses index enhanced.
- Over the last 3 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
| XJR | LRGF | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.08% |
| Fund size (AUM) | $138M | $3.3B |
| Since | 2020 | 2015 |
| Dividend yield | 1.00% | 1.13% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index enhanced |
| CAGR 1Y | +32.9% | +27.0% |
| CAGR 3Y | +15.8% | +23.3% |
| CAGR 5Y | +6.3% | +14.1% |
| Sharpe 3Y | 0.64 | 1.23 |
| Volatility 1Y | 17.99% | 12.16% |
| Max drawdown | -27.14% | -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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