LRGF vs GSY
Comparison between ISHARES U.S. EQUITY FACTOR ETF (LRGF, ETF) and INVESCO ULTRA SHORT DURATION ETF (GSY, ETF).
5-Year PerformanceLRGF has outperformed GSY, delivering a return of +13.8% compared to +3.8%
LRGF vs GSY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LRGF vs GSY - Historical Returns
Returns include dividend reinvestment.
LRGF vs GSY - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | LRGF | GSY |
|---|---|---|
| 2026 | +12.95% | +2.27% |
| 2025 | +16.50% | +4.98% |
| 2024 | +27.41% | +6.00% |
| 2023 | +26.68% | +6.03% |
| 2022 | -14.72% | +0.05% |
| 2021 | +26.59% | +0.03% |
| 2020 | +10.71% | +1.90% |
| 2019 | +26.30% | +3.34% |
| 2018 | -10.12% | +2.16% |
| 2017 | +20.55% | +1.88% |
| 2016 | +14.88% | +1.81% |
| 2015 | -1.71% | +1.00% |
| 2014 | N/A | +0.76% |
| 2013 | N/A | +1.37% |
| 2012 | N/A | +1.53% |
| 2011 | N/A | +0.09% |
| 2010 | N/A | -0.15% |
| 2009 | N/A | +0.06% |
| 2008 | N/A | +1.62% |
LRGF vs GSY Drawdown Comparison
The maximum drawdown for LRGF was -36.03%, occurring on Mar 23, 2020. Recovery took 182 trading sessions.
The maximum drawdown for GSY was -12.14%, occurring on Dec 4, 2008. Recovery took 2158 trading sessions.
The current LRGF drawdown is -0.40%.
| Rank | LRGF | GSY |
|---|---|---|
| #1 | -36.03% Feb 19, 2020 - Nov 5, 2020 | -12.14% Dec 3, 2008 - Jun 30, 2017 |
| #2 | -21.61% Dec 29, 2021 - Jul 18, 2023 | -5.25% Mar 5, 2020 - May 27, 2020 |
| #3 | -21.40% Aug 29, 2018 - Oct 28, 2019 | -3.29% Nov 20, 2008 - Dec 3, 2008 |
| #4 | -19.44% Feb 18, 2025 - Jun 27, 2025 | -1.48% Sep 15, 2021 - Jan 9, 2023 |
| #5 | -16.11% Jun 22, 2015 - Aug 15, 2016 | -0.90% Aug 25, 2008 - Sep 24, 2008 |
| #6 | -10.29% Jan 26, 2018 - Aug 21, 2018 | -0.80% Sep 24, 2008 - Oct 30, 2008 |
| #7 | -9.56% Jul 31, 2023 - Nov 30, 2023 | -0.56% Apr 24, 2008 - May 8, 2008 |
| #8 | -8.92% Oct 28, 2025 - Apr 15, 2026 | -0.30% May 8, 2008 - May 14, 2008 |
| #9 | -8.59% Jul 16, 2024 - Sep 19, 2024 | -0.26% Jul 25, 2008 - Aug 25, 2008 |
| #10 | -6.40% Sep 2, 2021 - Nov 2, 2021 | -0.20% Mar 25, 2008 - Apr 24, 2008 |
| #11 | -5.70% Mar 21, 2024 - May 14, 2024 | -0.18% Feb 12, 2008 - Feb 28, 2008 |
| #12 | -5.62% Feb 12, 2021 - Mar 15, 2021 | -0.18% May 23, 2008 - Jun 24, 2008 |
| #13 | -5.00% Nov 16, 2021 - Dec 10, 2021 | -0.18% Jun 24, 2008 - Jul 25, 2008 |
| #14 | -4.87% Dec 6, 2024 - Feb 6, 2025 | -0.18% Apr 3, 2025 - Apr 17, 2025 |
| #15 | -4.50% Jun 2, 2026 - Aug 3, 2026 | -0.16% Mar 24, 2023 - Apr 3, 2023 |
Correlation
Correlation between LRGF and GSY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2008 - 2026)
LRGF vs GSY dividend yield comparison.
| Year | LRGF | GSY |
|---|---|---|
| 2026 | 0.47% | 2.43% |
| 2025 | 1.16% | 4.56% |
| 2024 | 1.23% | 5.31% |
| 2023 | 1.49% | 4.95% |
| 2022 | 1.78% | 1.70% |
| 2021 | 1.05% | 0.58% |
| 2020 | 1.35% | 1.45% |
| 2019 | 1.76% | 2.71% |
| 2018 | 3.27% | 2.30% |
| 2017 | 1.68% | 1.80% |
| 2016 | 1.56% | 1.21% |
| 2015 | 0.83% | 1.17% |
| 2014 | 0.00% | 1.29% |
| 2013 | 0.00% | 1.15% |
| 2012 | 0.00% | 0.72% |
| 2011 | 0.00% | 0.32% |
| 2010 | 0.00% | 0.01% |
| 2009 | 0.00% | 0.24% |
| 2008 | 0.00% | 1.81% |
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