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LRGF vs. RSSY
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

LRGF vs. RSSY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI USA Multifactor ETF (LRGF) and Return Stacked US Stocks & Futures Yield ETF (RSSY). The values are adjusted to include any dividend payments, if applicable.

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LRGF vs. RSSY - Yearly Performance Comparison


2026 (YTD)20252024
LRGF
iShares MSCI USA Multifactor ETF
-4.69%16.48%12.28%
RSSY
Return Stacked US Stocks & Futures Yield ETF
15.85%-3.52%1.10%

Returns By Period

In the year-to-date period, LRGF achieves a -4.69% return, which is significantly lower than RSSY's 15.85% return.


LRGF

1D
2.92%
1M
-4.24%
YTD
-4.69%
6M
-3.86%
1Y
15.42%
3Y*
18.34%
5Y*
11.50%
10Y*
12.34%

RSSY

1D
0.96%
1M
6.68%
YTD
15.85%
6M
12.82%
1Y
27.47%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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LRGF vs. RSSY - Expense Ratio Comparison

LRGF has a 0.20% expense ratio, which is lower than RSSY's 1.04% expense ratio.


Return for Risk

LRGF vs. RSSY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LRGF
LRGF Risk / Return Rank: 5454
Overall Rank
LRGF Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
LRGF Sortino Ratio Rank: 5151
Sortino Ratio Rank
LRGF Omega Ratio Rank: 5454
Omega Ratio Rank
LRGF Calmar Ratio Rank: 5454
Calmar Ratio Rank
LRGF Martin Ratio Rank: 6262
Martin Ratio Rank

RSSY
RSSY Risk / Return Rank: 7171
Overall Rank
RSSY Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
RSSY Sortino Ratio Rank: 7171
Sortino Ratio Rank
RSSY Omega Ratio Rank: 7474
Omega Ratio Rank
RSSY Calmar Ratio Rank: 6868
Calmar Ratio Rank
RSSY Martin Ratio Rank: 6767
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LRGF vs. RSSY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA Multifactor ETF (LRGF) and Return Stacked US Stocks & Futures Yield ETF (RSSY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


LRGFRSSYDifference

Sharpe ratio

Return per unit of total volatility

0.84

1.28

-0.44

Sortino ratio

Return per unit of downside risk

1.31

1.79

-0.48

Omega ratio

Gain probability vs. loss probability

1.20

1.28

-0.08

Calmar ratio

Return relative to maximum drawdown

1.30

1.72

-0.41

Martin ratio

Return relative to average drawdown

5.87

6.72

-0.85

LRGF vs. RSSY - Sharpe Ratio Comparison

The current LRGF Sharpe Ratio is 0.84, which is lower than the RSSY Sharpe Ratio of 1.28. The chart below compares the historical Sharpe Ratios of LRGF and RSSY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


LRGFRSSYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.84

1.28

-0.44

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.68

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.68

Sharpe Ratio (All Time)

Calculated using the full available price history

0.62

0.37

+0.25

Correlation

The correlation between LRGF and RSSY is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

LRGF vs. RSSY - Dividend Comparison

LRGF's dividend yield for the trailing twelve months is around 1.23%, less than RSSY's 1.76% yield.


TTM20252024202320222021202020192018201720162015
LRGF
iShares MSCI USA Multifactor ETF
1.23%1.16%1.23%1.49%1.78%1.05%1.35%1.76%3.27%1.68%1.56%0.83%
RSSY
Return Stacked US Stocks & Futures Yield ETF
1.76%2.04%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

LRGF vs. RSSY - Drawdown Comparison

The maximum LRGF drawdown since its inception was -36.03%, which is greater than RSSY's maximum drawdown of -29.57%. Use the drawdown chart below to compare losses from any high point for LRGF and RSSY.


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Drawdown Indicators


LRGFRSSYDifference

Max Drawdown

Largest peak-to-trough decline

-36.03%

-29.57%

-6.46%

Max Drawdown (1Y)

Largest decline over 1 year

-12.37%

-16.91%

+4.54%

Max Drawdown (5Y)

Largest decline over 5 years

-21.62%

Max Drawdown (10Y)

Largest decline over 10 years

-36.03%

Current Drawdown

Current decline from peak

-6.26%

-2.53%

-3.73%

Average Drawdown

Average peak-to-trough decline

-4.60%

-8.03%

+3.43%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.75%

4.32%

-1.57%

Volatility

LRGF vs. RSSY - Volatility Comparison

iShares MSCI USA Multifactor ETF (LRGF) has a higher volatility of 5.21% compared to Return Stacked US Stocks & Futures Yield ETF (RSSY) at 4.21%. This indicates that LRGF's price experiences larger fluctuations and is considered to be riskier than RSSY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LRGFRSSYDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.21%

4.21%

+1.00%

Volatility (6M)

Calculated over the trailing 6-month period

9.66%

10.95%

-1.29%

Volatility (1Y)

Calculated over the trailing 1-year period

18.48%

21.58%

-3.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.05%

18.93%

-1.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.30%

18.93%

-0.63%