AMOM vs RJCA
Qraft AI-Enhanced US Large Cap Momentum ETF vs RJ ClariVest Capital Appreciation ETF
Which is better, AMOM or RJCA?
RJCA has been ahead.
RJCA has a lower expense ratio. RJCA led over 1Y. AMOM is less concentrated, with 36.9% of the fund in its ten largest positions against 57.0%.
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 | AMOM | RJCA |
|---|---|---|
| Expense Ratio | 0.75% | 0.61%Best |
| AUM | $23M | $617M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 102 | 72 |
| YTD Return | +19.96%Best | +4.02% |
| 1Y Return | +21.68% | - |
| 3Y Return (annualized) | +24.92% | - |
| 5Y Return (annualized) | +11.23% | - |
| Top 10 Weight | 36.9%Best | 57.0% |
| Fund Family | QRAFT AI ETFs | Carillon Family of Funds |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | May 20, 2019 | Mar 21, 2006 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
AMOM vs RJCA 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
AMOM vs RJCA Performance
Qraft AI-Enhanced US Large Cap Momentum ETF (AMOM) is an ETF from QRAFT AI ETFs and RJ ClariVest Capital Appreciation ETF (RJCA) is an ETF from Carillon Family of Funds. Year to date, AMOM is up 19.96% versus a gain of 4.02% for RJCA.
Past performance does not guarantee future results.
Fees and Cost Over Time
AMOM charges 0.75% per year while RJCA charges 0.61%. On a $10,000 position that is $75 vs $61 annually, a gap of $14 per year that compounds over a long holding period. On income, AMOM currently yields 0.00% against 0.00% for RJCA.
Holdings Overlap
56.2% of AMOM's money is in holdings RJCA also owns. 40.0% of RJCA's money is in holdings AMOM also owns.
The two portfolios partly overlap.
21 positions in common, counted across the 50 positions we hold weights for in AMOM and 71 in RJCA, against full books of 102 and 72.
What only one of them owns
Our book lists 49 positions for RJCA that do not appear in our book for AMOM (59.0% of the fund), and 29 for AMOM that do not appear in RJCA (43.3%).
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 AMOM | Weight in RJCA | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 8.55% | 15.22% | 6.67% |
| AVGOBroadcom Inc | 3.89% | 5.18% | 1.29% |
| MUMicron Technology, Inc. | 3.23% | 3.87% | 0.64% |
| AMDAdvanced Micro Devices Inc. | 3.12% | 3.06% | 0.06% |
| PLTRPalantir Technologies Inc | 3.12% | 1.60% | 1.52% |
| ANETArista Networks Inc Common Stock | 2.70% | 1.69% | 1.01% |
| CSCOCisco Systems Inc. - Ordinary Shares | 3.29% | 0.63% | 2.66% |
| CRWDCrowdstrike Ho-a | 2.82% | 0.92% | 1.90% |
| GEGeneral Electric Co. | 2.76% | 0.92% | 1.84% |
| DELLDell Technologies C | 2.59% | 0.97% | 1.62% |
56.2% of AMOM is already inside RJCA.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, AMOM or RJCA?
AMOM has an expense ratio of 0.75% while RJCA charges 0.61%. RJCA is the cheaper option, by $14 a year on a $10,000 investment.
What is the holdings overlap between AMOM and RJCA?
56.2% of AMOM's money is in holdings RJCA also owns. 40.0% of RJCA's is in holdings AMOM also owns. They hold 21 positions in common, counted across the 50 positions we hold weights for in AMOM and 71 in RJCA.
Which pays a higher dividend, AMOM or RJCA?
AMOM yields 0.00% while RJCA yields 0.00%, so RJCA currently pays the higher dividend yield.
Is RJCA better than AMOM?
RJCA has a lower expense ratio. RJCA led over 1Y. AMOM is less concentrated, with 36.9% of the fund in its ten largest positions against 57.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.