ACGR vs PJFG

ACGR vs PJFG

Which is better, ACGR or PJFG?

Nearly the same fund. ACGR costs less.

ACGR has a lower expense ratio. PJFG led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.98. ACGR is less concentrated, with 52.4% of the fund in its ten largest positions against 61.0%.

Lower Fees: ACGRHigher Returns: PJFGLess Concentrated: ACGR

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

MetricACGRPJFG
Expense Ratio0.39%Best0.75%
AUM$11M$148M
Dividend Yield0.10%0.00%
Holdings9478
YTD Return+7.66%+8.89%Best
1Y Return+9.05%+10.08%Best
3Y Return (annualized)+19.56%+22.92%Best
5Y Return (annualized)+11.15%-
Volatility (annualized)15.6%Best18.1%
Max Drawdown-24.6%-24.2%Best
$10,000 over 3.8 years$20,757$23,806Best
Top 10 Weight52.4%Best61.0%
Fund FamilyAmerican Century InvestmentsPGIM Investments
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionJun 29, 2021Dec 12, 2022

Volatility and max drawdown, and the $10,000 over 3.8 years row, are measured over the window both funds cover: Dec 14, 2022 to Oct 14, 2026 (3.8 years).

ACGR vs PJFG 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 3.8 years both funds cover.

Compare ACGR against instead:ACGR vs SPYACGR vs QQQACGR vs VOOACGR vs VTIPJFG against:PJFG vs VXUS

ACGR vs PJFG Performance

American Century Large Cap Growth ETF (ACGR) is an ETF from American Century Investments and PGIM Jennison Focused Growth ETF (PJFG) is an ETF from PGIM Investments. Over the past year ACGR returned +9.05% while PJFG returned +10.08%. Year to date, ACGR is up 7.66% versus a gain of 8.89% for PJFG.

Over three years, ACGR compounded at +19.56% per year against +22.92% for PJFG. Across the full 4-year window we track, PJFG has the edge at +25.64% annualized vs +21.19%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

PJFG has been the more volatile fund, with annualized monthly volatility of 18.1% compared with 15.6% 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 -24.2% for PJFG. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.98. 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 PJFG charges 0.75%. On a $10,000 position that is $39 vs $75 annually, a gap of $36 per year that compounds over a long holding period. On income, ACGR currently yields 0.10% against 0.00% for PJFG.

Holdings Overlap

ACGR already in PJFG65.5%
PJFG already in ACGR83.2%

65.5% of ACGR's money is in holdings PJFG also owns. 83.2% of PJFG's money is in holdings ACGR also owns.

Most of PJFG is already inside ACGR. Owning both mostly buys the same companies twice.

25 positions in common, counted across the 93 positions we hold weights for in ACGR and 37 in PJFG, against full books of 94 and 78.

What only one of them owns

Our book lists 10 positions for PJFG that do not appear in our book for ACGR (14.6% of the fund), and 63 for ACGR that do not appear in PJFG (31.6%).

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

StockWeight in ACGRWeight in PJFGDifference
NVDANvidia Corp13.38%12.21%1.17%
GOOGLAlphabet Inc11.90%9.23%2.67%
MSFTMicrosoft Corp4.90%6.42%1.52%
AVGOBroadcom Inc5.72%4.72%1.00%
AAPLApple, Inc3.61%6.74%3.13%
LLYEli Lilly & Co.2.97%4.26%1.29%
AMZNAmazon.Com Inc2.00%5.20%3.20%
MAMastercard Inc3.14%3.53%0.39%
METAMeta Platforms Inc2.04%4.17%2.13%
TSLATesla Inc2.46%2.57%0.11%

83.2% of PJFG 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.

ACGRPJFG

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Frequently Asked Questions

Which is cheaper, ACGR or PJFG?

ACGR has an expense ratio of 0.39% while PJFG charges 0.75%. ACGR is the cheaper option, by $36 a year on a $10,000 investment.

Which performed better, ACGR or PJFG?

Over the past year ACGR returned +9.05% vs +10.08% for PJFG, so PJFG leads on 1-year performance. Over the longest common window we track (4 years), ACGR annualized +21.19% vs +25.64% for PJFG. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ACGR or PJFG?

PJFG has been the more volatile fund at 18.1% annualized versus 15.6% for ACGR. Worst drawdown: ACGR -24.6% vs PJFG -24.2%.

Should I hold both ACGR and PJFG?

ACGR and PJFG have a monthly-return correlation of 0.98, 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 PJFG?

83.2% of PJFG's money is in holdings ACGR also owns. 83.2% of PJFG's is in holdings ACGR also owns. They hold 25 positions in common, counted across the 93 positions we hold weights for in ACGR and 37 in PJFG.

Which pays a higher dividend, ACGR or PJFG?

ACGR yields 0.10% while PJFG yields 0.00%, so ACGR currently pays the higher dividend yield.

Is PJFG better than ACGR?

ACGR has a lower expense ratio. PJFG led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.98. ACGR is less concentrated, with 52.4% of the fund in its ten largest positions against 61.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.