ATFV vs GRNY
Alger 35 ETF vs Fundstrat Granny Shots US Large Cap ETF
Which is better, ATFV or GRNY?
ATFV has been ahead.
ATFV has a lower expense ratio. ATFV led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.92.
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 | ATFV | GRNY |
|---|---|---|
| Expense Ratio | 0.55%Best | 0.75% |
| AUM | $629M | $4.5B |
| Dividend Yield | 0.17% | 0.13% |
| Holdings | 36 | 86 |
| YTD Return | +10.86%Best | +10.83% |
| 1Y Return | +11.47%Best | +10.25% |
| 3Y Return (annualized) | +37.88% | - |
| 5Y Return (annualized) | +12.24% | - |
| Volatility (annualized) | 25.6% | 17.3%Best |
| Max Drawdown | -29.0% | -24.2%Best |
| $10,000 over 1.9 years | $16,077Best | $13,651 |
| Fund Family | Alger | Fundstrat Capital |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | May 4, 2021 | Nov 7, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Nov 7, 2024 to Oct 14, 2026 (1.9 years).
ATFV vs GRNY 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.
ATFV vs GRNY Performance
Alger 35 ETF (ATFV) is an ETF from Alger and Fundstrat Granny Shots US Large Cap ETF (GRNY) is an ETF from Fundstrat Capital. Over the past year ATFV returned +11.47% while GRNY returned +10.25%. Year to date, ATFV is up 10.86% versus a gain of 10.83% for GRNY.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ATFV has been the more volatile fund, with annualized monthly volatility of 25.6% compared with 17.3% for GRNY. 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 -29.0% for ATFV and -24.2% for GRNY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
ATFV charges 0.55% per year while GRNY charges 0.75%. On a $10,000 position that is $55 vs $75 annually, a gap of $20 per year that compounds over a long holding period. On income, ATFV currently yields 0.17% against 0.13% for GRNY.
You are not choosing between two funds in isolation.
Whichever of ATFV and GRNY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ATFV or GRNY?
ATFV has an expense ratio of 0.55% while GRNY charges 0.75%. ATFV is the cheaper option, by $20 a year on a $10,000 investment.
Which performed better, ATFV or GRNY?
Over the past year ATFV returned +11.47% vs +10.25% for GRNY, so ATFV leads on 1-year performance. Over the longest common window we track (2 years), ATFV annualized +28.39% vs +17.80% for GRNY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ATFV or GRNY?
ATFV has been the more volatile fund at 25.6% annualized versus 17.3% for GRNY. Worst drawdown: ATFV -29.0% vs GRNY -24.2%.
Should I hold both ATFV and GRNY?
ATFV and GRNY have a monthly-return correlation of 0.92, 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.
Which pays a higher dividend, ATFV or GRNY?
ATFV yields 0.17% while GRNY yields 0.13%, so ATFV currently pays the higher dividend yield.
Is GRNY better than ATFV?
ATFV has a lower expense ratio. ATFV led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.92. Which one suits a particular account depends on what it is for. This is information, not a recommendation.