Is iShares U.S. Equity Factor ETF (LRGF) a Strong ETF Right Now?

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.

Zacks Investment Research • Dec 11, 2025

LRGF: Digging Into This $3B Market Beating Multifactor ETF

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.

Seeking Alpha • Nov 18, 2025

LRGF: Quality-Heavy Factor Mix Supports Buy Rating Despite Minor Performance Disappointment

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.

Seeking Alpha • Aug 28, 2025

LRGF: Low-Fee Factor ETF With Convincing Performance Is A Buy (Rating Upgrade)

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.

Seeking Alpha • May 25, 2025

LRGF: A Multi-Factor Fund Outperforming Peers

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.

Seeking Alpha • Mar 3, 2025

LRGF: A Strategic Multifactor ETF With Growth Potential

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.

Seeking Alpha • Dec 11, 2024

LRGF: A Promising Multifactor Strategy Worth Shortlisting

LRGF is a passively managed multifactor ETF that tracks the STOXX U.S. Equity Factor Index. LRGF's returns since the index change in June 2022 have been outstanding, as it has outmaneuvered a few peers and the S&P 500 ETF. LRGF's factor mix is notable for a minor value tilt, which is assisted by slightly weaker growth exposure compared to IVV. Its quality is mostly solid.

Seeking Alpha • Jul 22, 2024

Buy 5 Top-Ranked ETFs to Navigate the Current Bull Market

Several analysts recently boosted the year-end price target for the S&P 500 on earnings optimism and the Fed rate cut hopes.

Zacks Investment Research • May 22, 2024

Buy 5 Top-Ranked ETFs to Play Broadening US Market Rally

There is a shift towards a more inclusive approach to stock market investments, helped by a promising economic outlook and supportive monetary policies. Somewhat ebbing AI mania and regulatory woes probably are leading Investors to look beyond Magnificent Seven.

Zacks Investment Research • Mar 25, 2024

Smart Beta Is Alive and Well

In a livecast event this Friday, I'm going to be recapping the past year in ETFs and previewing what is likely ahead of us with one of my favorite people in the ETF industry that does not work for VettaFi, Cinthia Murphy.

ETF Trends • Jan 9, 2023