LRGE vs MFDX
Comparison between CLEARBRIDGE LARGE CAP GROWTH ESG ETF (LRGE, ETF) and PIMCO RAFI DYNAMIC MULTI-FACTOR INTERNATIONAL EQUITY ETF (MFDX, ETF).
5-Year PerformanceMFDX has outperformed LRGE, delivering a return of +10.4% compared to +10.4%
LRGE vs MFDX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LRGE
$456M
MFDX
$456M
Expense Ratio
LRGE
0.48%
Winner
MFDX
0.39%
Max Drawdown
Winner
LRGE
37.78%
MFDX
39.06%
Sharpe Ratio
LRGE
0.36
Winner
MFDX
1.29
5Y Beta
LRGE
1.07
Winner
MFDX
0.62
P/E Ratio
LRGE
28.73
MFDX
N/A
Forward P/E
LRGE
23.45
MFDX
N/A
PEG Ratio
LRGE
0.68
MFDX
N/A
5Y Dividends CAGR
LRGE
11.03%
Winner
MFDX
21.27%
5Y EPS CAGR
LRGE
32.81%
MFDX
N/A
P/S Ratio
LRGE
5.00
MFDX
N/A
P/B Ratio
LRGE
7.84
MFDX
N/A
LRGE vs MFDX - Holdings Comparison
LRGE and MFDX have 1 common holdings. Overlap is 0.00%
LRGE's top 25 holdings weight is 85.63%. MFDX's top 25 holdings weight is 15.14%.
| Rank | LRGE | MFDX |
|---|---|---|
| #1 | NET CURRENT ASSETS USD (n/a) - 22.38% | NOVARTIS AG REGISTERED SHARES (n/a) - 0.87% |
| #2 | NVIDIA CORP (NVDA) - 9.21% | ASML HOLDING NV (n/a) - 0.85% |
| #3 | MICROSOFT CORP (MSFT) - 6.40% | BANCO SANTANDER SA (n/a) - 0.85% |
| #4 | AMAZON.COM INC (AMZN) - 5.73% | GLENCORE PLC (n/a) - 0.75% |
| #5 | META PLATFORMS INC CLASS A (META) - 4.80% | ROCHE HOLDING AG (n/a) - 0.74% |
| #6 | APPLE INC (AAPL) - 3.82% | ENI SPA (n/a) - 0.73% |
| #7 | VISA INC CLASS A (V) - 3.45% | TOKYO ELECTRON LTD (n/a) - 0.72% |
| #8 | JPMORGAN 100% US TR SEC MM INST (JTSXX) - 3.38% | NESTLE SA-REG **PROXY** (n/a) - 0.69% |
| #9 | NETFLIX INC (NFLX) - 3.03% | ENGIE SA (n/a) - 0.69% |
| #10 | ALPHABET INC CLASS A (GOOGL) - 1.96% | SOCIETE GENERALE SA NEW SHARE ISSUE 2015 (n/a) - 0.69% |
| #11 | SYNOPSYS INC (SNPS) - 1.95% | RIO TINTO PLC ORDINARY SHARES (n/a) - 0.68% |
| #12 | EATON CORP PLC (ETN) - 1.93% | ORANGE SA ACT. NOUV. JCE EM. 2012 (n/a) - 0.65% |
| #13 | PALO ALTO NETWORKS INC (PANW) - 1.78% | ABB LTD (n/a) - 0.64% |
| #14 | INTUIT INC (INTU) - 1.75% | SUMITOMO ELECTRIC INDUSTRIES LTD (n/a) - 0.62% |
| #15 | TESLA INC (TSLA) - 1.70% | ARCELORMITTAL SA NEW REG.SHS EX-ARCELOR (n/a) - 0.60% |
| #16 | INTUITIVE SURGICAL INC (ISRG) - 1.52% | VODAFONE GROUP PLC (n/a) - 0.58% |
| #17 | W.W. GRAINGER INC (GWW) - 1.42% | IBERDROLA SA (n/a) - 0.58% |
| #18 | UBER TECHNOLOGIES INC (UBER) - 1.25% | ZURICH INSURANCE GROUP AG (n/a) - 0.57% |
| #19 | S&P GLOBAL INC (SPGI) - 1.24% | GSK PLC (n/a) - 0.55% |
| #20 | SHERWIN-WILLIAMS CO (SHW) - 1.21% | KONINKLIJKE AHOLD DELHAIZE NV (n/a) - 0.55% |
| #21 | WORKDAY INC CLASS A (WDAY) - 1.20% | ITOCHU CORP (n/a) - 0.36% |
| #22 | THERMO FISHER SCIENTIFIC INC (TMO) - 1.16% | FAST RETAILING CO LTD (n/a) - 0.30% |
| #23 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 1.14% | NEC CORP (n/a) - 0.30% |
| #24 | BROADCOM INC (AVGO) - 1.12% | DEUTSCHE POST AG (n/a) - 0.29% |
| #25 | ASML HOLDING NV ADR (ASML) - 1.10% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.29% |
| Total Holdings | 43 | 1205 |
LRGE vs MFDX - Historical Returns
Returns include dividend reinvestment.
1M
LRGE
-0.57%
Winner
MFDX
+2.63%
3M
Winner
LRGE
+9.76%
MFDX
+6.62%
6M
LRGE
+4.74%
Winner
MFDX
+12.80%
1Y
LRGE
+10.93%
Winner
MFDX
+24.09%
5Y(CAGR)
LRGE
+10.36%
Winner
MFDX
+10.37%
10Y(CAGR)
Winner
LRGE
+15.20%
MFDX
+9.02%
Max(CAGR)
Winner
LRGE
+15.20%
MFDX
+9.02%
LRGE vs MFDX - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | LRGE | MFDX |
|---|---|---|
| 2026 | +4.16% | +10.20% |
| 2025 | +9.49% | +34.68% |
| 2024 | +28.06% | +5.45% |
| 2023 | +45.97% | +16.95% |
| 2022 | -31.43% | -10.83% |
| 2021 | +24.40% | +10.81% |
| 2020 | +30.62% | +6.30% |
| 2019 | +33.80% | +20.23% |
| 2018 | -0.66% | -15.31% |
| 2017 | +16.00% | +7.02% |
LRGE vs MFDX Drawdown Comparison
The maximum drawdown for LRGE was -37.04%, occurring on Oct 14, 2022. Recovery took 542 trading sessions.
The maximum drawdown for MFDX was -36.04%, occurring on Mar 23, 2020. Recovery took 720 trading sessions.
The current LRGE drawdown is -3.45%. The current MFDX drawdown is -0.42%.
| Rank | LRGE | MFDX |
|---|---|---|
| #1 | -37.04% Nov 19, 2021 - Jan 19, 2024 | -36.04% Jan 26, 2018 - Dec 4, 2020 |
| #2 | -29.31% Feb 19, 2020 - Jul 1, 2020 | -25.60% Jan 12, 2022 - Dec 14, 2023 |
| #3 | -20.26% Jan 23, 2025 - Jun 27, 2025 | -11.63% Mar 19, 2025 - Apr 24, 2025 |
| #4 | -19.19% Oct 1, 2018 - Mar 21, 2019 | -10.66% Feb 25, 2026 - Mar 20, 2026 |
| #5 | -16.32% Oct 28, 2025 - May 14, 2026 | -10.10% Sep 26, 2024 - Mar 5, 2025 |
| #6 | -10.20% Sep 2, 2020 - Nov 16, 2020 | -7.09% Sep 3, 2021 - Jan 12, 2022 |
| #7 | -9.43% Jul 16, 2024 - Aug 21, 2024 | -6.10% Jul 16, 2024 - Aug 19, 2024 |
| #8 | -9.25% Apr 29, 2019 - Jul 3, 2019 | -6.02% Jun 7, 2021 - Aug 13, 2021 |
| #9 | -9.09% Jan 26, 2018 - Jun 5, 2018 | -4.55% Nov 12, 2025 - Dec 10, 2025 |
| #10 | -7.72% Feb 12, 2021 - Apr 5, 2021 | -4.47% Mar 27, 2024 - May 10, 2024 |
| #11 | -7.37% Jul 26, 2019 - Nov 8, 2019 | -4.21% Jan 8, 2021 - Feb 11, 2021 |
| #12 | -7.03% Mar 21, 2024 - Jun 5, 2024 | -3.52% May 7, 2021 - Jun 1, 2021 |
| #13 | -6.55% Jun 1, 2026 - Jun 10, 2026 | -3.51% Jul 23, 2025 - Aug 12, 2025 |
| #14 | -6.54% Sep 3, 2021 - Oct 21, 2021 | -3.49% Aug 13, 2021 - Sep 2, 2021 |
| #15 | -5.57% Apr 29, 2021 - Jun 10, 2021 | -3.44% May 21, 2024 - Jul 11, 2024 |
Correlation
Correlation between LRGE and MFDX is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2017 - 2026)
LRGE vs MFDX dividend yield comparison.
| Year | LRGE | MFDX |
|---|---|---|
| 2026 | 0.00% | 0.59% |
| 2025 | 0.13% | 2.97% |
| 2024 | 0.17% | 3.16% |
| 2023 | 0.11% | 3.12% |
| 2022 | 2.02% | 2.85% |
| 2021 | 1.20% | 2.99% |
| 2020 | 0.37% | 1.58% |
| 2019 | 0.37% | 2.88% |
| 2018 | 2.10% | 2.13% |
| 2017 | 0.37% | 0.71% |
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