Which returned more over the last year, IWV or LRGF?

In the year to Oct 9, 2026, with distributions reinvested, IWV returned +16.7% and LRGF +16.5%.

Which is cheaper, IWV or LRGF?

LRGF is cheaper, by 0.12 percentage points a year. That is about $12 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do IWV and LRGF overlap with the S&P 500?

By their latest filed holdings, 88% of IWV and 89% of LRGF by weight is stocks the S&P 500 already holds.

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IWV vs LRGF: Differences, Returns & Fees

IWV and LRGF hold 67% of their weight in the same names. Net assets on Oct 9, 2026: $20.6bn for iShares Russell 3000 ETF and $3.8bn for iShares U.S. Equity Factor ETF.

LRGF costs 0.12 points a year less; their one-year returns differ by 0.2 points; IWV is 5.5 times larger.

IWV vs LRGF: Differences, Returns & Fees
	IWV	LRGF
Expense ratio	0.20%	0.08%
Net assets	$20.6bn	$3.8bn
Total return, 1 year	+16.7%	+16.5%
What it tracks	Russell 3000 Index	STOXX U.S. Equity Factor Index
Holdings in common	67%
Top ten holdings, share of the fund	34.7%	35.6%

Holdings in common uses holdings dated Oct 9, 2026.

+16.7%

IWV total return, 1 year

+16.5%

LRGF total return, 1 year

0.20%

IWV expense ratio

0.08%

LRGF expense ratio

What they hold in common

By the books each fund has filed, IWV and LRGF hold 67% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Oct 9, 2026.

50%

half

67% in common

Positions both hold, largest shared weight first

Holding IWV LRGF

NVIDIA 7.15% 7.58%

APPLE 6.51% 6.76%

MICROSOFT 5.32% 5.35%

AMAZON.COM INC 3.40% 3.21%

BROADCOM INC 2.25% 2.58%

ALPHABET CLASS C 2.21% 3.93%

META PLATFORMS CLASS A 2.11% 2.08%

MICRON TECHNOLOGY 1.55% 1.43%

JPMORGAN CHASE & CO 1.19% 1.44%

TESLA INC 1.49% 1.18%

ELI LILLY 1.26% 1.17%

ADVANCED MICRO DEVICES 1.32% 1.13%

Only in IWV

HOME DEPOT 0.39%

TEXAS INSTRUMENT INC 0.35%

CONOCOPHILLIPS 0.22%

UNION PACIFIC 0.22%

WELLTOWER 0.22%

CHARLES SCHWAB 0.21%

DEERE 0.21%

INTUITIVE SURGICAL 0.20%

Only in LRGF

AERCAP HOLDINGS 0.57%

SEAGATE TECHNOLOGY HOLDINGS PLC 0.37%

TE CONNECTIVITY PLC 0.24%

NEBIUS NV CLASS A 0.09%

MERCADOLIBRE 0.05%

NXP SEMICONDUCTORS NV 0.03%

Check overlap with more funds →

On the same fields

IWV

iShares Russell 3000 ETF

LRGF

iShares U.S. Equity Factor ETF

Where it sits Stock ETF Stock ETF

Issuer iShares iShares

What it is Tracks an index Tracks an index

Total return, 1 year +16.7% +16.5%

Its benchmark over the same days +16.8% (VTHR) not published

Gap to its benchmark −0.1 pts vs VTHR not available

Expense ratio 0.20% 0.08%

Already in the S&P 500 87.8% 88.8%

Holdings 2600 302

Net assets $20.6bn $3.8bn

IWV and LRGF on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

About IWV

IWV tracks an index. Over the year to Oct 9, 2026 it returned +16.7% with distributions reinvested, against +16.8% for its benchmark, the Russell 3000 Index. The prospectus expense ratio is 0.20% a year. By its holdings published by its issuer for Oct 9, 2026, 88% of the fund by weight is stocks the S&P 500 also holds, across 2,600 positions, with the top ten at 34.7%.

About LRGF

LRGF tracks an index. Over the year to Oct 9, 2026 it returned +16.5% with distributions reinvested. The prospectus expense ratio is 0.08% a year. By its holdings published by its issuer for Oct 9, 2026, 89% of the fund by weight is stocks the S&P 500 also holds, across 302 positions, with the top ten at 35.6%.

Questions people ask

Which returned more over the last year, IWV or LRGF?: In the year to Oct 9, 2026, with distributions reinvested, IWV returned +16.7% and LRGF +16.5%.
Which is cheaper, IWV or LRGF?: LRGF is cheaper, by 0.12 percentage points a year. That is about $12 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do IWV and LRGF overlap with the S&P 500?: By their latest filed holdings, 88% of IWV and 89% of LRGF by weight is stocks the S&P 500 already holds.

Other comparisons

IWV vs USCA IWV vs MSLC IWV vs SUSA IWV vs PTLC LRGF vs SPMO LRGF vs OEF LRGF vs MTUM LRGF vs SPHQ

IWV on its own →LRGF on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

IWV and LRGF filings on SEC EDGAR ↗IWV prospectus with the expense ratio (SEC) ↗iShares page for IWV ↗LRGF prospectus with the expense ratio (SEC) ↗iShares page for LRGF ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

Cite this pageCitation, APA and Markdown

ETFIQ, IWV against LRGF, data as of Oct 9, 2026. https://etfiq.com/compare/any/iwv-vs-lrgf

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.