DWUS vs LRGC
Advisorshares Dorsey Wright Fsm Us Core Etf vs AB US Large Cap Strategic Equities ETF
Which is better, DWUS or LRGC?
LRGC has been ahead.
LRGC has a lower expense ratio. LRGC led over 1Y, 3Y and the full window.
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 | DWUS | LRGC |
|---|---|---|
| Expense Ratio | 1.08% | 0.39%Best |
| AUM | $122M | $1.4B |
| Dividend Yield | 0.03% | 0.53% |
| Holdings | 4 | 72 |
| YTD Return | +9.20% | +10.99%Best |
| 1Y Return | +10.11% | +13.29%Best |
| 3Y Return (annualized) | +17.82% | +20.81%Best |
| 5Y Return (annualized) | +9.99% | - |
| Volatility (annualized) | 15.8% | 12.5%Best |
| Max Drawdown | -19.6% | -19.4%Best |
| $10,000 over 3.1 years | $16,482 | $17,762Best |
| Fund Family | Advisor Shares | AllianceBernstein L.P. |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Dec 26, 2019 | Sep 20, 2023 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Sep 20, 2023 to Oct 14, 2026 (3.1 years).
DWUS vs LRGC 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 3.1 years both funds cover.
DWUS vs LRGC Performance
Advisorshares Dorsey Wright Fsm Us Core Etf (DWUS) is an ETF from Advisor Shares and AB US Large Cap Strategic Equities ETF (LRGC) is an ETF from AllianceBernstein L.P.. Over the past year DWUS returned +10.11% while LRGC returned +13.29%. Year to date, DWUS is up 9.20% versus a gain of 10.99% for LRGC.
Over three years, DWUS compounded at +17.82% per year against +20.81% for LRGC.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DWUS has been the more volatile fund, with annualized monthly volatility of 15.8% compared with 12.5% for LRGC. 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 -19.6% for DWUS and -19.4% for LRGC. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DWUS charges 1.08% per year while LRGC charges 0.39%. On a $10,000 position that is $108 vs $39 annually, a gap of $69 per year that compounds over a long holding period. On income, DWUS currently yields 0.03% against 0.53% for LRGC.
Holdings Overlap
We hold position weights for 4 holdings in DWUS and 69 in LRGC, totalling 100.0% and 99.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 4 positions we hold weights for in DWUS and 69 in LRGC, against full books of 4 and 72.
What only one of them owns
Measured across the 4 and 69 positions we hold weights for.
LRGC holds 65 positions DWUS does not, 96.0% of the fund.
Largest: NVDA 8.71%, MSFT 6.66%, GOOG 6.09%, AAPL 5.71%, AMZN 4.69%
You are not choosing between two funds in isolation.
Whichever of DWUS and LRGC 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, DWUS or LRGC?
DWUS has an expense ratio of 1.08% while LRGC charges 0.39%. LRGC is the cheaper option, by $69 a year on a $10,000 investment.
Which performed better, DWUS or LRGC?
Over the past year DWUS returned +10.11% vs +13.29% for LRGC, so LRGC leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DWUS or LRGC?
DWUS has been the more volatile fund at 15.8% annualized versus 12.5% for LRGC. Worst drawdown: DWUS -19.6% vs LRGC -19.4%.
Should I hold both DWUS and LRGC?
DWUS and LRGC have a monthly-return correlation of 0.81, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, DWUS or LRGC?
DWUS yields 0.03% while LRGC yields 0.53%, so LRGC currently pays the higher dividend yield.
Is LRGC better than DWUS?
LRGC has a lower expense ratio. LRGC led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.