LRGF ETF Analysis: U.S. Equity Factor | NYSE

Large Blend | NYSE, USA | Market Cap: 3.535m USD | 12M Return: 15.6% | Charts, Fundamentals & Technical Analysis

Momentum, Quality, Value, Low Volatility
Total Rating 54
Safety 45
Buy Signal -0.20
Large Blend
Category Rotation: -1.2
TER: 0.08%
AUM: 3.54B
Avg Turnover: 10.4M
Risk 3d forecast
Volatility13.0%
VaR 5th Pctl2.45%
VaR vs Median4.93%
Reward TTM
Sharpe Ratio0.87
Rel. Str. IBD48.9
Rel. Str. Peer Group56.7
Character TTM
Beta1.027
Beta Downside1.035
Hurst Exponent0.482
Drawdowns 3y
Max DD19.44%
CAGR/Max DD1.01
CAGR/Mean DD8.60

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.6% 14
Feb -1.5% 28
Mar -0.8% 11
Apr -0.2% 2
May +0.7% 14
Jun -1.1% 26
Jul +0.6% 31
Aug -0.5% 23
Sep -1.9% 24
Oct -0.5% 9
Nov +1.7% 30
Dec -1.6% 20

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: LRGF U.S. Equity Factor

The iShares U.S. Equity Factor ETF (LRGF) is a multi-factor equity fund that invests at least 80% of its assets in securities of its underlying index, or instruments with substantially identical economic characteristics. The underlying index is derived from the STOXX USA 900 Index, focusing on large- and mid-capitalization U.S. equities. The fund uses an optimization process to select and weight stocks based on five target factors: momentum, quality, value, low volatility, and size.

LRGF employs a smart beta or factor investing strategy, which uses rules-based stock selection and weighting rather than traditional market-capitalization weighting. This approach aims to capture specific risk premia associated with the five target factors, offering investors targeted style exposure within the U.S. large- and mid-cap equity space. As a passive ETF product issued by iShares (BlackRocks ETF brand), it provides a diversified, low-cost vehicle for factor-based investing.

Headlines to Watch Out For
  • Fund AUM expands as investors rotate into multi-factor strategies
  • Value and quality factors outperform amid rate volatility
  • Fee competition intensifies among multi-factor ETF issuers
What is the price of LRGF shares?

As of July 28, 2026, the stock is trading at USD 75.41 with a total of 88,746 shares traded. Over the past week, the price has changed by -0.11%, over one month by +0.35%, over three months by +4.99% and over the past year by +15.59%.

Current recommended Stop Loss: 74.20 (which is 1.6% or 1.6 ATR below the current price).

Is LRGF a buy, sell or hold?

U.S. Equity Factor has no consensus analysts rating.