GROZ vs LRGE
Zacks Focus Growth ETF vs ClearBridge Large Cap Growth ESG ETF
Which is better, GROZ or LRGE?
GROZ has been ahead.
LRGE has a lower expense ratio. GROZ led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.93. GROZ is less concentrated, with 56.9% of the fund in its ten largest positions against 60.0%.
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 | GROZ | LRGE |
|---|---|---|
| Expense Ratio | 0.55% | 0.48%Best |
| AUM | $126M | $395M |
| Dividend Yield | 0.04% | 0.12% |
| Holdings | 88 | 65 |
| YTD Return | +12.37%Best | +8.85% |
| 1Y Return | +15.13%Best | +8.34% |
| 3Y Return (annualized) | - | +19.15% |
| 5Y Return (annualized) | - | +9.80% |
| Volatility (annualized) | 16.0% | 15.3%Best |
| Max Drawdown | -23.3% | -20.3%Best |
| $10,000 over 1.9 years | $13,480Best | $11,463 |
| Top 10 Weight | 56.9%Best | 60.0% |
| Fund Family | Zacks | Franklin Templeton Investments (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Sep 9, 2024 | May 22, 2017 |
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Dec 5, 2024 to Oct 14, 2026 (1.9 years).
GROZ vs LRGE 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.
GROZ vs LRGE Performance
Zacks Focus Growth ETF (GROZ) is an ETF from Zacks and ClearBridge Large Cap Growth ESG ETF (LRGE) is an ETF from Franklin Templeton Investments (US). Over the past year GROZ returned +15.13% while LRGE returned +8.34%. Year to date, GROZ is up 12.37% versus a gain of 8.85% for LRGE.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
GROZ has been the more volatile fund, with annualized monthly volatility of 16.0% compared with 15.3% for LRGE. 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 -23.3% for GROZ and -20.3% for LRGE. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
GROZ charges 0.55% per year while LRGE charges 0.48%. On a $10,000 position that is $55 vs $48 annually, a gap of $7 per year that compounds over a long holding period. On income, GROZ currently yields 0.04% against 0.12% for LRGE.
Holdings Overlap
45.5% of GROZ's money is in holdings LRGE also owns. 60.7% of LRGE's money is in holdings GROZ also owns.
The two portfolios partly overlap.
12 positions in common, counted across the 46 positions we hold weights for in GROZ and 32 in LRGE, against full books of 88 and 65.
What only one of them owns
Our book lists 18 positions for LRGE that do not appear in our book for GROZ (35.4% of the fund), and 29 for GROZ that do not appear in LRGE (46.9%).
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
| Stock | Weight in GROZ | Weight in LRGE | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 9.99% | 16.99% | 7.00% |
| AAPLApple Inc | 9.06% | 6.37% | 2.69% |
| GOOGLAlphabet Inc-cl A | 7.06% | 4.17% | 2.89% |
| METAMeta Platforms, Inc. | 3.42% | 6.76% | 3.34% |
| AMZNAmazon.Com Inc | 3.77% | 4.72% | 0.95% |
| MUMicron Technology, Inc. | 4.55% | 3.86% | 0.69% |
| TSLATesla Mtrs Inc | 3.42% | 3.46% | 0.04% |
| VVisa Inc | 1.79% | 4.35% | 2.56% |
| ANETArista Networks, Inc. | 0.63% | 3.50% | 2.87% |
| NFLXNetflix Inc | 0.77% | 2.63% | 1.86% |
60.7% of LRGE is already inside GROZ.
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, GROZ or LRGE?
GROZ has an expense ratio of 0.55% while LRGE charges 0.48%. LRGE is the cheaper option, by $7 a year on a $10,000 investment.
Which performed better, GROZ or LRGE?
Over the past year GROZ returned +15.13% vs +8.34% for LRGE, so GROZ leads on 1-year performance. Over the longest common window we track (2 years), GROZ annualized +17.02% vs +7.45% for LRGE. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, GROZ or LRGE?
GROZ has been the more volatile fund at 16.0% annualized versus 15.3% for LRGE. Worst drawdown: GROZ -23.3% vs LRGE -20.3%.
Should I hold both GROZ and LRGE?
GROZ and LRGE have a monthly-return correlation of 0.93, 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 GROZ and LRGE?
60.7% of LRGE's money is in holdings GROZ also owns. 60.7% of LRGE's is in holdings GROZ also owns. They hold 12 positions in common, counted across the 46 positions we hold weights for in GROZ and 32 in LRGE.
Which pays a higher dividend, GROZ or LRGE?
GROZ yields 0.04% while LRGE yields 0.12%, so LRGE currently pays the higher dividend yield.
Is LRGE better than GROZ?
LRGE has a lower expense ratio. GROZ led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.93. GROZ is less concentrated, with 56.9% of the fund in its ten largest positions against 60.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.