CAML vs FLCG
Congress Large Cap Growth ETF vs Federated Hermes MDT Large Cap Growth ETF
Which is better, CAML or FLCG?
FLCG has been ahead.
FLCG has a lower expense ratio. FLCG led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.92. CAML is less concentrated, with 45.7% of the fund in its ten largest positions against 56.5%.
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 | CAML | FLCG |
|---|---|---|
| Expense Ratio | 0.65% | 0.39%Best |
| AUM | $394M | $687M |
| Dividend Yield | 0.00% | 0.04% |
| Holdings | 39 | 208 |
| YTD Return | +6.09% | +7.29%Best |
| 1Y Return | +5.81% | +9.89%Best |
| 3Y Return (annualized) | +16.98% | - |
| Volatility (annualized) | 14.2%Best | 15.3% |
| Max Drawdown | -21.1%Best | -22.9% |
| $10,000 over 2.2 years | $12,849 | $14,083Best |
| Top 10 Weight | 45.7%Best | 56.5% |
| Fund Family | Congress Asset Management Company | Federated Hermes |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Aug 22, 2023 | Jul 30, 2024 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Jul 31, 2024 to Oct 14, 2026 (2.2 years).
CAML vs FLCG 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 2.2 years both funds cover.
CAML vs FLCG Performance
Congress Large Cap Growth ETF (CAML) is an ETF from Congress Asset Management Company and Federated Hermes MDT Large Cap Growth ETF (FLCG) is an ETF from Federated Hermes. Over the past year CAML returned +5.81% while FLCG returned +9.89%. Year to date, CAML is up 6.09% versus a gain of 7.29% for FLCG.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FLCG has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 14.2% 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 -21.1% for CAML and -22.9% for FLCG. 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
CAML charges 0.65% per year while FLCG charges 0.39%. On a $10,000 position that is $65 vs $39 annually, a gap of $26 per year that compounds over a long holding period. On income, CAML currently yields 0.00% against 0.04% for FLCG.
Holdings Overlap
60.5% of CAML's money is in holdings FLCG also owns. 64.7% of FLCG's money is in holdings CAML also owns.
The two portfolios partly overlap.
18 positions in common, counted across the 38 positions we hold weights for in CAML and 100 in FLCG, against full books of 39 and 208.
What only one of them owns
Our book lists 77 positions for FLCG that do not appear in our book for CAML (34.6% of the fund), and 16 for CAML that do not appear in FLCG (31.2%).
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 CAML | Weight in FLCG | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.44% | 15.20% | 6.76% |
| GOOGLAlphabet Inc | 5.48% | 11.70% | 6.22% |
| AAPLApple, Inc | 6.20% | 7.97% | 1.77% |
| MSFTMicrosoft Corp | 6.03% | 4.54% | 1.49% |
| AVGOBroadcom Inc | 4.22% | 3.10% | 1.12% |
| ANETArista Networks Inc Common Stock | 3.41% | 2.58% | 0.83% |
| METAMeta Platforms Inc | 3.10% | 2.88% | 0.22% |
| MUMicron Technology, Inc. | 2.41% | 2.76% | 0.35% |
| GEVGe Vernova, Inc. | 2.70% | 2.19% | 0.51% |
| CRWDCrowdstrike Holdings Inc | 1.73% | 2.73% | 1.00% |
64.7% of FLCG is already inside CAML.
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, CAML or FLCG?
CAML has an expense ratio of 0.65% while FLCG charges 0.39%. FLCG is the cheaper option, by $26 a year on a $10,000 investment.
Which performed better, CAML or FLCG?
Over the past year CAML returned +5.81% vs +9.89% for FLCG, so FLCG leads on 1-year performance. Over the longest common window we track (2 years), CAML annualized +12.07% vs +16.84% for FLCG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CAML or FLCG?
FLCG has been the more volatile fund at 15.3% annualized versus 14.2% for CAML. Worst drawdown: CAML -21.1% vs FLCG -22.9%.
Should I hold both CAML and FLCG?
CAML and FLCG 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.
What is the holdings overlap between CAML and FLCG?
64.7% of FLCG's money is in holdings CAML also owns. 64.7% of FLCG's is in holdings CAML also owns. They hold 18 positions in common, counted across the 38 positions we hold weights for in CAML and 100 in FLCG.
Which pays a higher dividend, CAML or FLCG?
CAML yields 0.00% while FLCG yields 0.04%, so FLCG currently pays the higher dividend yield.
Is FLCG better than CAML?
FLCG has a lower expense ratio. FLCG led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.92. CAML is less concentrated, with 45.7% of the fund in its ten largest positions against 56.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.