ACGR vs MFSG
American Century Large Cap Growth ETF vs MFS Active Growth ETF
Which is better, ACGR or MFSG?
Nearly the same fund. ACGR costs less.
ACGR has a lower expense ratio. MFSG led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.96. ACGR is less concentrated, with 52.4% of the fund in its ten largest positions against 53.3%.
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 | MFSG |
|---|---|---|
| Expense Ratio | 0.39%Best | 0.49% |
| AUM | $11M | $406M |
| Dividend Yield | 0.10% | 0.06% |
| Holdings | 94 | 69 |
| YTD Return | +7.66%Best | +7.53% |
| 1Y Return | +9.05% | +9.18%Best |
| 3Y Return (annualized) | +19.56% | - |
| 5Y Return (annualized) | +11.15% | - |
| Volatility (annualized) | 16.8%Best | 17.5% |
| Max Drawdown | -24.6% | -23.2%Best |
| $10,000 over 1.9 years | $12,002 | $12,025Best |
| Top 10 Weight | 52.4%Best | 53.3% |
| Fund Family | American Century Investments | MFS Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Jun 29, 2021 | Dec 5, 2024 |
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Dec 5, 2024 to Oct 14, 2026 (1.9 years).
ACGR vs MFSG 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 1.9 years both funds cover.
ACGR vs MFSG Performance
American Century Large Cap Growth ETF (ACGR) is an ETF from American Century Investments and MFS Active Growth ETF (MFSG) is an ETF from MFS Investment Management. Over the past year ACGR returned +9.05% while MFSG returned +9.18%. Year to date, ACGR is up 7.66% versus a gain of 7.53% for MFSG.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MFSG has been the more volatile fund, with annualized monthly volatility of 17.5% compared with 16.8% for ACGR. 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 -23.2% for MFSG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.96. 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 MFSG charges 0.49%. On a $10,000 position that is $39 vs $49 annually, a gap of $10 per year that compounds over a long holding period. On income, ACGR currently yields 0.10% against 0.06% for MFSG.
Holdings Overlap
70.3% of ACGR's money is in holdings MFSG also owns. 73.5% of MFSG's money is in holdings ACGR also owns.
Most of MFSG is already inside ACGR. Owning both mostly buys the same companies twice.
35 positions in common, counted across the 93 positions we hold weights for in ACGR and 67 in MFSG, against full books of 94 and 69.
What only one of them owns
Our book lists 28 positions for MFSG that do not appear in our book for ACGR (22.8% of the fund), and 53 for ACGR that do not appear in MFSG (26.8%).
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 MFSG | Difference |
|---|---|---|---|
| NVDANvidia Corp | 13.38% | 13.98% | 0.60% |
| GOOGLAlphabet Inc | 11.90% | 11.60% | 0.30% |
| MSFTMicrosoft Corp | 4.90% | 5.28% | 0.38% |
| AAPLApple, Inc | 3.61% | 6.42% | 2.81% |
| AVGOBroadcom Inc | 5.72% | 3.20% | 2.52% |
| VVisa Inc Class A | 1.85% | 3.36% | 1.51% |
| METAMeta Platforms Inc | 2.04% | 2.81% | 0.77% |
| AMZNAmazon.Com Inc | 2.00% | 2.83% | 0.83% |
| LRCXLrcx Uw Equity | 2.29% | 1.50% | 0.79% |
| LLYEli Lilly & Co. | 2.97% | 0.41% | 2.56% |
73.5% of MFSG 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 MFSG?
ACGR has an expense ratio of 0.39% while MFSG charges 0.49%. ACGR is the cheaper option, by $10 a year on a $10,000 investment.
Which performed better, ACGR or MFSG?
Over the past year ACGR returned +9.05% vs +9.18% for MFSG, so MFSG leads on 1-year performance. Over the longest common window we track (2 years), ACGR annualized +10.08% vs +10.19% for MFSG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ACGR or MFSG?
MFSG has been the more volatile fund at 17.5% annualized versus 16.8% for ACGR. Worst drawdown: ACGR -24.6% vs MFSG -23.2%.
Should I hold both ACGR and MFSG?
ACGR and MFSG have a monthly-return correlation of 0.96, 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 MFSG?
73.5% of MFSG's money is in holdings ACGR also owns. 73.5% of MFSG's is in holdings ACGR also owns. They hold 35 positions in common, counted across the 93 positions we hold weights for in ACGR and 67 in MFSG.
Which pays a higher dividend, ACGR or MFSG?
ACGR yields 0.10% while MFSG yields 0.06%, so ACGR currently pays the higher dividend yield.
Is MFSG better than ACGR?
ACGR has a lower expense ratio. MFSG led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.96. ACGR is less concentrated, with 52.4% of the fund in its ten largest positions against 53.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.