CAML vs TFGZ
Congress Large Cap Growth ETF vs Thornburg Focus Growth Fund ETF
Which is better, CAML or TFGZ?
TFGZ has been ahead.
CAML has a lower expense ratio. TFGZ led over 1Y. CAML is less concentrated, with 45.7% of the fund in its ten largest positions against 49.4%.
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 | TFGZ |
|---|---|---|
| Expense Ratio | 0.65%Best | 0.79% |
| AUM | $394M | $12M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 39 | 43 |
| YTD Return | +6.09% | +16.33%Best |
| 1Y Return | +5.81% | - |
| 3Y Return (annualized) | +16.98% | - |
| Top 10 Weight | 45.7%Best | 49.4% |
| Fund Family | Congress Asset Management Company | Thornburg Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Aug 22, 2023 | Apr 1, 2026 |
Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
CAML vs TFGZ 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.
CAML vs TFGZ Performance
Congress Large Cap Growth ETF (CAML) is an ETF from Congress Asset Management Company and Thornburg Focus Growth Fund ETF (TFGZ) is an ETF from Thornburg Investment Management. Year to date, CAML is up 6.09% versus a gain of 16.33% for TFGZ.
Past performance does not guarantee future results.
Fees and Cost Over Time
CAML charges 0.65% per year while TFGZ charges 0.79%. On a $10,000 position that is $65 vs $79 annually, a gap of $14 per year that compounds over a long holding period. On income, CAML currently yields 0.00% against 0.00% for TFGZ.
Holdings Overlap
24.9% of CAML's money is in holdings TFGZ also owns. 35.3% of TFGZ's money is in holdings CAML also owns.
The two portfolios partly overlap.
7 positions in common, counted across the 38 positions we hold weights for in CAML and 42 in TFGZ, against full books of 39 and 43.
What only one of them owns
Our book lists 28 positions for TFGZ that do not appear in our book for CAML (51.1% of the fund), and 28 for CAML that do not appear in TFGZ (68.9%).
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
35.3% of TFGZ 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 TFGZ?
CAML has an expense ratio of 0.65% while TFGZ charges 0.79%. CAML is the cheaper option, by $14 a year on a $10,000 investment.
What is the holdings overlap between CAML and TFGZ?
35.3% of TFGZ's money is in holdings CAML also owns. 35.3% of TFGZ's is in holdings CAML also owns. They hold 7 positions in common, counted across the 38 positions we hold weights for in CAML and 42 in TFGZ.
Which pays a higher dividend, CAML or TFGZ?
CAML yields 0.00% while TFGZ yields 0.00%, so CAML currently pays the higher dividend yield.
Is TFGZ better than CAML?
CAML has a lower expense ratio. TFGZ led over 1Y. CAML is less concentrated, with 45.7% of the fund in its ten largest positions against 49.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.