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

Core Insights - The iShares U.S. Equity Factor ETF (LRGF) is a smart beta ETF launched on April 28, 2015, providing broad exposure to the Style Box - All Cap Value category [1] - LRGF is managed by Blackrock and has accumulated over $2.69 billion in assets, making it one of the largest ETFs in its category [5] - The fund aims to match the performance of the MSCI USA Diversified Multiple-Factor Index, focusing on U.S. large and mid-cap stocks with favorable exposure to target style factors [5] Fund Characteristics - LRGF has an annual operating expense of 0.08%, positioning it as one of the least expensive options in the ETF space [6] - The fund's 12-month trailing dividend yield is 1.18% [6] - The ETF has a significant allocation in the Information Technology sector, comprising about 34.5% of the portfolio, followed by Financials and Consumer Discretionary [7] Holdings and Performance - Nvidia Corp (NVDA) is the largest holding, accounting for approximately 6.85% of total assets, with Microsoft Corp (MSFT) and Apple Inc (AAPL) also among the top holdings [8] - The top 10 holdings represent about 32.73% of LRGF's total assets under management [8] - As of August 5, 2025, LRGF has returned roughly 9.13% year-to-date and approximately 21.66% over the past year, with a trading range between $51.37 and $66.01 in the last 52 weeks [10] Risk Profile - LRGF has a beta of 0.96 and a standard deviation of 17.10% over the trailing three-year period, indicating a medium risk profile [10] - The fund consists of about 289 holdings, effectively diversifying company-specific risk [10] Alternatives - Other ETFs in the same space include Fidelity High Dividend ETF (FDVV) and iShares Core S&P U.S. Value ETF (IUSV), with FDVV having $6.17 billion in assets and IUSV at $21 billion [12] - FDVV has an expense ratio of 0.16%, while IUSV has a lower expense ratio of 0.04% [12]