LRGF vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7860 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricLRGFVXUSWinner
Expense Ratio0.08%0.05%
AUM$3.5B$156.5B
Dividend Yield1.08%2.60%
Holdings2988,747
YTD Return+11.35%+11.69%
1Y Return+18.95%+26.65%
3Y Return (annualized)+21.17%+18.15%
5Y Return (annualized)+13.41%+8.66%
Volatility (annualized)15.3%15.0%
Max Drawdown-36.0%-39.9%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionApr 28, 2015Jan 26, 2011

LRGF vs VXUS Performance

iShares US Equity Factor ETF (LRGF) is a ETF from iShares by BlackRock (US) and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year LRGF returned +18.95% while VXUS returned +26.65%. Year to date, LRGF is up 11.35% versus a gain of 11.69% for VXUS.

Over three years, LRGF compounded at +21.17% per year against +18.15% for VXUS; over five years the annualized figures are +13.41% and +8.66% respectively. Across the full 11-year window we track, LRGF has the edge at +11.38% annualized vs +4.69%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

LRGF has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 15.0% for VXUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -36.0% for LRGF and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.84. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

LRGF charges 0.08% per year while VXUS charges 0.05%. On a $10,000 position that is $8 vs $5 annually, a gap of $3 per year that compounds over a long holding period. On income, LRGF currently yields 1.08% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

LRGF and VXUS share 3 holdings out of 8148 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in LRGFWeight in VXUSDifference
KR0.33%0.00%0.33%
ORCL0.26%0.00%0.26%
AM0.09%0.02%0.07%

Frequently Asked Questions

Which is cheaper, LRGF or VXUS?

LRGF has an expense ratio of 0.08% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $3 per year of difference.

Which performed better, LRGF or VXUS?

Over the past year LRGF returned +18.95% vs +26.65% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (11 years), LRGF annualized +11.38% vs +4.69% for VXUS. Past performance does not guarantee future results.

Which is riskier, LRGF or VXUS?

LRGF has been the more volatile fund at 15.3% annualized versus 15.0% for VXUS. Worst drawdown: LRGF -36.0% vs VXUS -39.9%.

Should I hold both LRGF and VXUS?

LRGF and VXUS have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between LRGF and VXUS?

LRGF and VXUS share 3 common holdings with a 0.0% weight overlap. Combined, they hold 8148 unique securities.

Which pays a higher dividend, LRGF or VXUS?

LRGF yields 1.08% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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