ACGR vs CAML
American Century Large Cap Growth ETF vs Congress Large Cap Growth ETF
Which is better, ACGR or CAML?
ACGR has been ahead.
ACGR has a lower expense ratio. ACGR led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.94. CAML is less concentrated, with 45.7% of the fund in its ten largest positions against 52.4%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | ACGR | CAML |
|---|---|---|
| Expense Ratio | 0.39%Best | 0.65% |
| AUM | $11M | $394M |
| Dividend Yield | 0.10% | 0.00% |
| Holdings | 94 | 39 |
| YTD Return | +7.66%Best | +6.09% |
| 1Y Return | +9.05%Best | +5.81% |
| 3Y Return (annualized) | +19.56%Best | +16.98% |
| 5Y Return (annualized) | +11.15% | - |
| Volatility (annualized) | 16.0% | 14.6%Best |
| Max Drawdown | -24.6% | -21.1%Best |
| $10,000 over 3.1 years | $17,219Best | $16,123 |
| Top 10 Weight | 52.4% | 45.7%Best |
| Fund Family | American Century Investments | Congress Asset Management Company |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Jun 29, 2021 | Aug 22, 2023 |
Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Aug 22, 2023 to Oct 14, 2026 (3.1 years).
ACGR vs CAML growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.1 years both funds cover.
ACGR vs CAML Performance
American Century Large Cap Growth ETF (ACGR) is an ETF from American Century Investments and Congress Large Cap Growth ETF (CAML) is an ETF from Congress Asset Management Company. Over the past year ACGR returned +9.05% while CAML returned +5.81%. Year to date, ACGR is up 7.66% versus a gain of 6.09% for CAML.
Over three years, ACGR compounded at +19.56% per year against +16.98% for CAML.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ACGR has been the more volatile fund, with annualized monthly volatility of 16.0% compared with 14.6% for CAML. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -24.6% for ACGR and -21.1% for CAML. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
ACGR charges 0.39% per year while CAML charges 0.65%. On a $10,000 position that is $39 vs $65 annually, a gap of $26 per year that compounds over a long holding period. On income, ACGR currently yields 0.10% against 0.00% for CAML.
Holdings Overlap
59.6% of ACGR's money is in holdings CAML also owns. 68.8% of CAML's money is in holdings ACGR also owns.
The two portfolios partly overlap.
22 positions in common, counted across the 93 positions we hold weights for in ACGR and 38 in CAML, against full books of 94 and 39.
What only one of them owns
Our book lists 12 positions for CAML that do not appear in our book for ACGR (22.9% of the fund), and 65 for ACGR that do not appear in CAML (36.9%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in ACGR | Weight in CAML | Difference |
|---|---|---|---|
| NVDANvidia Corp | 13.38% | 8.44% | 4.94% |
| GOOGLAlphabet Inc | 11.90% | 5.48% | 6.42% |
| MSFTMicrosoft Corp | 4.90% | 6.03% | 1.13% |
| AVGOBroadcom Inc | 5.72% | 4.22% | 1.50% |
| AAPLApple, Inc | 3.61% | 6.20% | 2.59% |
| METAMeta Platforms Inc | 2.04% | 3.10% | 1.06% |
| AMZNAmazon.Com Inc | 2.00% | 2.82% | 0.82% |
| LLYEli Lilly & Co. | 2.97% | 1.83% | 1.14% |
| VVisa Inc Class A | 1.85% | 2.57% | 0.72% |
| APHAmphenol Corp. Class A | 1.03% | 3.27% | 2.24% |
68.8% of CAML is already inside ACGR.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ACGR or CAML?
ACGR has an expense ratio of 0.39% while CAML charges 0.65%. ACGR is the cheaper option, by $26 a year on a $10,000 investment.
Which performed better, ACGR or CAML?
Over the past year ACGR returned +9.05% vs +5.81% for CAML, so ACGR leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ACGR or CAML?
ACGR has been the more volatile fund at 16.0% annualized versus 14.6% for CAML. Worst drawdown: ACGR -24.6% vs CAML -21.1%.
Should I hold both ACGR and CAML?
ACGR and CAML have a monthly-return correlation of 0.94, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between ACGR and CAML?
68.8% of CAML's money is in holdings ACGR also owns. 68.8% of CAML's is in holdings ACGR also owns. They hold 22 positions in common, counted across the 93 positions we hold weights for in ACGR and 38 in CAML.
Which pays a higher dividend, ACGR or CAML?
ACGR yields 0.10% while CAML yields 0.00%, so ACGR currently pays the higher dividend yield.
Is CAML better than ACGR?
ACGR has a lower expense ratio. ACGR led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.94. CAML is less concentrated, with 45.7% of the fund in its ten largest positions against 52.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.