CAML vs LRGG
Congress Large Cap Growth ETF vs Nomura Focused Large Growth ETF
Which is better, CAML or LRGG?
CAML has been ahead.
LRGG has a lower expense ratio. CAML led over 1Y and the full window. CAML is less concentrated, with 45.7% of the fund in its ten largest positions against 71.4%.
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 | LRGG |
|---|---|---|
| Expense Ratio | 0.65% | 0.44%Best |
| AUM | $394M | $295M |
| Dividend Yield | 0.00% | 0.15% |
| Holdings | 39 | 44 |
| YTD Return | +6.09%Best | +3.29% |
| 1Y Return | +5.81%Best | +3.58% |
| 3Y Return (annualized) | +16.98% | - |
| Volatility (annualized) | 13.9% | 12.4%Best |
| Max Drawdown | -21.1% | -18.9%Best |
| $10,000 over 2.4 years | $12,944Best | $11,970 |
| Top 10 Weight | 45.7%Best | 71.4% |
| Fund Family | Congress Asset Management Company | Nomura Asset Management Co Ltd |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Aug 22, 2023 | May 14, 2024 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 2.4 years row, are measured over the window both funds cover: May 15, 2024 to Oct 14, 2026 (2.4 years).
CAML vs LRGG 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 2.4 years both funds cover.
CAML vs LRGG Performance
Congress Large Cap Growth ETF (CAML) is an ETF from Congress Asset Management Company and Nomura Focused Large Growth ETF (LRGG) is an ETF from Nomura Asset Management Co Ltd. Over the past year CAML returned +5.81% while LRGG returned +3.58%. Year to date, CAML is up 6.09% versus a gain of 3.29% for LRGG.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CAML has been the more volatile fund, with annualized monthly volatility of 13.9% compared with 12.4% for LRGG. 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 -18.9% for LRGG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CAML charges 0.65% per year while LRGG charges 0.44%. On a $10,000 position that is $65 vs $44 annually, a gap of $21 per year that compounds over a long holding period. On income, CAML currently yields 0.00% against 0.15% for LRGG.
Holdings Overlap
26.1% of CAML's money is in holdings LRGG also owns. 41.1% of LRGG's money is in holdings CAML also owns.
The two portfolios partly overlap.
5 positions in common, counted across the 38 positions we hold weights for in CAML and 21 in LRGG, against full books of 39 and 44.
What only one of them owns
Our book lists 13 positions for LRGG that do not appear in our book for CAML (48.0% of the fund), and 29 for CAML that do not appear in LRGG (65.6%).
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.
41.1% of LRGG 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CAML or LRGG?
CAML has an expense ratio of 0.65% while LRGG charges 0.44%. LRGG is the cheaper option, by $21 a year on a $10,000 investment.
Which performed better, CAML or LRGG?
Over the past year CAML returned +5.81% vs +3.58% for LRGG, so CAML leads on 1-year performance. Over the longest common window we track (2 years), CAML annualized +11.35% vs +7.78% for LRGG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CAML or LRGG?
CAML has been the more volatile fund at 13.9% annualized versus 12.4% for LRGG. Worst drawdown: CAML -21.1% vs LRGG -18.9%.
Should I hold both CAML and LRGG?
CAML and LRGG have a monthly-return correlation of 0.79, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between CAML and LRGG?
41.1% of LRGG's money is in holdings CAML also owns. 41.1% of LRGG's is in holdings CAML also owns. They hold 5 positions in common, counted across the 38 positions we hold weights for in CAML and 21 in LRGG.
Which pays a higher dividend, CAML or LRGG?
CAML yields 0.00% while LRGG yields 0.15%, so LRGG currently pays the higher dividend yield.
Is LRGG better than CAML?
LRGG has a lower expense ratio. CAML led over 1Y and the full window. CAML is less concentrated, with 45.7% of the fund in its ten largest positions against 71.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.