LRGF vs IBDR

Comparison between ISHARES U.S. EQUITY FACTOR ETF (LRGF, ETF) and ISHARES IBONDS DEC 2026 TERM CORPORATE ETF (IBDR, ETF).

5-Year PerformanceLRGF has outperformed IBDR, delivering a return of +13.8% compared to +1.6%

LRGF vs IBDR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LRGF(ETF)	IBDR(ETF)
Net Assets	$3.50B	$3.50B
Expense Ratio	0.08%	0.10%
Max Drawdown	36.03%	16.31%
Sharpe Ratio	1.28	0.56
5Y Beta	0.97	0.01
P/E Ratio	26.49	N/A
Forward P/E	19.94	N/A
5Y Dividends CAGR	12.50%	8.28%
5Y EPS CAGR	31.00%	N/A
Debt to Equity	68.44%	N/A
P/S Ratio	3.07	N/A
P/B Ratio	6.39	N/A

Net Assets

LRGF

$3.50B

IBDR

$3.50B

Expense Ratio

Winner

LRGF

0.08%

IBDR

0.10%

Max Drawdown

LRGF

36.03%

Winner

IBDR

16.31%

Sharpe Ratio

Winner

LRGF

1.28

IBDR

0.56

5Y Beta

LRGF

0.97

Winner

IBDR

0.01

P/E Ratio

LRGF

26.49

IBDR

N/A

Forward P/E

LRGF

19.94

IBDR

N/A

5Y Dividends CAGR

Winner

LRGF

12.50%

IBDR

8.28%

5Y EPS CAGR

LRGF

31.00%

IBDR

N/A

Debt to Equity

LRGF

68.44%

IBDR

N/A

P/S Ratio

LRGF

3.07

IBDR

N/A

P/B Ratio

LRGF

6.39

IBDR

N/A

LRGF vs IBDR - Historical Returns

Returns include dividend reinvestment.

Period	LRGF	IBDR
1 month	+2.78%	+0.37%
3 months	+6.32%	+0.96%
6 months	+12.64%	+1.80%
1 year	+20.43%	+4.17%
5 years(CAGR)	+13.79%	+1.56%
10 years(CAGR)	+13.93%	+2.99%
Max(CAGR)	+12.60%	+2.99%

Winner

LRGF

+2.78%

IBDR

+0.37%

Winner

LRGF

+6.32%

IBDR

+0.96%

Winner

LRGF

+12.64%

IBDR

+1.80%

Winner

LRGF

+20.43%

IBDR

+4.17%

5Y(CAGR)

Winner

LRGF

+13.79%

IBDR

+1.56%

10Y(CAGR)

Winner

LRGF

+13.93%

IBDR

+2.99%

Max(CAGR)

Winner

LRGF

+12.60%

IBDR

+2.99%

LRGF vs IBDR - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	LRGF	IBDR
2026	+12.95%	+2.15%
2025	+16.50%	+5.03%
2024	+27.41%	+5.25%
2023	+26.68%	+5.78%
2022	-14.72%	-7.96%
2021	+26.59%	-1.68%
2020	+10.71%	+9.14%
2019	+26.30%	+14.17%
2018	-10.12%	-2.45%
2017	+20.55%	+5.53%
2016	+14.88%	-3.34%
2015	-1.71%	N/A

LRGF vs IBDR Drawdown Comparison

The maximum drawdown for LRGF was -36.03%, occurring on Mar 23, 2020. Recovery took 182 trading sessions.

The maximum drawdown for IBDR was -16.06%, occurring on Mar 20, 2020. Recovery took 62 trading sessions.

The current LRGF drawdown is -0.40%.

Rank	LRGF	IBDR
#1	-36.03% Feb 19, 2020 - Nov 5, 2020	-16.06% Mar 4, 2020 - Jun 2, 2020
#2	-21.61% Dec 29, 2021 - Jul 18, 2023	-13.13% Dec 31, 2020 - Dec 6, 2024
#3	-21.40% Aug 29, 2018 - Oct 28, 2019	-6.23% Sep 26, 2016 - Aug 3, 2017
#4	-19.44% Feb 18, 2025 - Jun 27, 2025	-5.01% Sep 7, 2017 - Jan 31, 2019
#5	-16.11% Jun 22, 2015 - Aug 15, 2016	-2.03% Aug 28, 2019 - Oct 3, 2019
#6	-10.29% Jan 26, 2018 - Aug 21, 2018	-1.19% Oct 31, 2019 - Nov 26, 2019
#7	-9.56% Jul 31, 2023 - Nov 30, 2023	-1.19% Jul 3, 2019 - Aug 1, 2019
#8	-8.92% Oct 28, 2025 - Apr 15, 2026	-0.95% Aug 6, 2020 - Nov 4, 2020
#9	-8.59% Jul 16, 2024 - Sep 19, 2024	-0.86% Oct 3, 2019 - Oct 31, 2019
#10	-6.40% Sep 2, 2021 - Nov 2, 2021	-0.70% Feb 26, 2019 - Mar 7, 2019
#11	-5.70% Mar 21, 2024 - May 14, 2024	-0.67% Jun 16, 2020 - Jul 2, 2020
#12	-5.62% Feb 12, 2021 - Mar 15, 2021	-0.64% Jun 10, 2020 - Jun 15, 2020
#13	-5.00% Nov 16, 2021 - Dec 10, 2021	-0.62% Apr 10, 2019 - Apr 24, 2019
#14	-4.87% Dec 6, 2024 - Feb 6, 2025	-0.61% Aug 3, 2017 - Aug 23, 2017
#15	-4.50% Jun 2, 2026 - Aug 3, 2026	-0.57% Apr 26, 2019 - May 7, 2019

Correlation

Correlation between LRGF and IBDR is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2015 - 2026)

LRGF vs IBDR dividend yield comparison.

Year	LRGF	IBDR
2026	0.47%	2.34%
2025	1.16%	4.20%
2024	1.23%	4.13%
2023	1.49%	3.41%
2022	1.78%	2.44%
2021	1.05%	2.11%
2020	1.35%	2.61%
2019	1.76%	3.25%
2018	3.27%	3.56%
2017	1.68%	3.22%
2016	1.56%	0.86%
2015	0.83%	0.00%