iShares US Equity Factor ETF

LRGF

Market cap $2.99B

iShares U.S. Equity Factor ETF is a large-cap blend ETF aiming to optimize exposure to the quality, value, momentum, size, and low volatility factors. Its ER is 0.08%, and LRGF has $3B in AUM. LRGF has tracked the STOXX U.S. Equity Factor Index since June 2022, and since this strategy change, it's been solid, outperforming SPY and IWB over the last three years. The reason is because LRGF is one of the few "sensible" multi-factor ETFs out there. My in-depth analysis walks readers through each factor one-by-one by emphasizing dozens of underlying statistics.

Launched on 04/28/2015, the iShares U.S. Equity Factor ETF (LRGF) is a smart beta exchange traded fund offering broad exposure to the Style Box - All Cap Value category of the market.

I upgraded LRGF, a passively managed ultra-low-cost multifactor ETF, to a Buy in May of this year. LRGF has underperformed the S&P 500 slightly since the previous coverage, which I believe is a minor issue and cannot trigger a rating downgrade. With 284 stocks in the portfolio, LRGF still has a strong combination of quality, value, and momentum factors, with an edge over IVV.

The iShares U.S. Equity Factor ETF (LRGF) made its debut on 04/28/2015, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - All Cap Value category of the market.

Making its debut on 04/28/2015, smart beta exchange traded fund iShares U.S. Equity Factor ETF (LRGF) provides investors broad exposure to the Style Box - All Cap Value category of the market.

LRGF is a passively managed vehicle with a multifactor strategy and a paper-thin expense ratio of 8 bps. I am upgrading LRGF to a Buy today, as there is no reason to persist in skepticism. LRGF's performance has been impressive, as it has beaten IVV and a few peers since inception, delivering decent gains both during periods of excessive optimism and acute stress.

Designed to provide broad exposure to the Style Box - All Cap Value category of the market, the iShares U.S. Equity Factor ETF (LRGF) is a smart beta exchange traded fund launched on 04/28/2015.

iShares U.S. Equity Factor ETF uses a multifactor strategy, optimizing stock allocation based on momentum, quality, value, low volatility, and size. LRGF's top holdings include tech giants like Apple, NVIDIA, and Microsoft, with an overweight stance in technology and diversified exposure to consumer discretionary and financial services. The fund's valuation metrics show a 6% discount to the Russell 1000, with strong returns in recent years and the lowest expense ratio among peers.

The iShares U.S. Equity Factor ETF (LRGF) made its debut on 04/28/2015, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - All Cap Value category of the market.

iShares U.S. Equity Factor ETF has a low expense ratio of 0.08% and includes about 280 U.S. stocks selected based on multiple factors. LRGF has higher exposure to mid-cap and small-cap stocks compared to the S&P 500, which may outperform in a future lower-rate environment. LRGF has a high exposure to the technology sector, and this will brighten its long-term growth prospect.