LGDX vs RWLC
Intech S&P Large Cap Diversified Alpha ETF vs Rayliant NxtGen Multifactor US Equity ETF
Which is better, LGDX or RWLC?
RWLC has been ahead.
LGDX has a lower expense ratio. RWLC led over 1Y. RWLC is less concentrated, with 37.2% of the fund in its ten largest positions against 37.6%.
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 | LGDX | RWLC |
|---|---|---|
| Expense Ratio | 0.25%Best | 0.32% |
| AUM | $147M | $100M |
| Dividend Yield | 0.47% | 12.70% |
| Holdings | 590 | 208 |
| YTD Return | +11.53% | +18.51%Best |
| 1Y Return | +14.44% | - |
| Top 10 Weight | 37.6% | 37.2%Best |
| Fund Family | Intech ETF | The Advisors Inner Circle Fund |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Mar 1, 2025 | Dec 15, 2021 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
LGDX vs RWLC 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.
LGDX vs RWLC Performance
Intech S&P Large Cap Diversified Alpha ETF (LGDX) is an ETF from Intech ETF and Rayliant NxtGen Multifactor US Equity ETF (RWLC) is an ETF from The Advisors Inner Circle Fund. Year to date, LGDX is up 11.53% versus a gain of 18.51% for RWLC.
Past performance does not guarantee future results.
Fees and Cost Over Time
LGDX charges 0.25% per year while RWLC charges 0.32%. On a $10,000 position that is $25 vs $32 annually, a gap of $7 per year that compounds over a long holding period. On income, LGDX currently yields 0.47% against 12.70% for RWLC.
Holdings Overlap
56.9% of LGDX's money is in holdings RWLC also owns. 87.1% of RWLC's money is in holdings LGDX also owns.
Most of RWLC is already inside LGDX. Owning both mostly buys the same companies twice.
78 positions in common, counted across the 295 positions we hold weights for in LGDX and 101 in RWLC, against full books of 590 and 208.
What only one of them owns
Our book lists 21 positions for RWLC that do not appear in our book for LGDX (11.6% of the fund), and 213 for LGDX that do not appear in RWLC (42.5%).
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 LGDX | Weight in RWLC | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.21% | 6.55% | 1.66% |
| AAPLApple, Inc | 5.37% | 9.08% | 3.71% |
| MSFTMicrosoft Corp | 4.92% | 2.90% | 2.02% |
| GOOGLAlphabet Inc | 4.21% | 3.56% | 0.65% |
| GOOGAlphabet Inc. C | 3.36% | 3.16% | 0.20% |
| MUMicron Technology, Inc. | 2.25% | 2.97% | 0.72% |
| AMZNAmazon.Com Inc | 2.63% | 2.30% | 0.33% |
| AVGOBroadcom Inc | 3.34% | 1.20% | 2.14% |
| LLYEli Lilly & Co. | 1.79% | 1.93% | 0.14% |
| MAMastercard Inc | 0.55% | 2.59% | 2.04% |
87.1% of RWLC is already inside LGDX.
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, LGDX or RWLC?
LGDX has an expense ratio of 0.25% while RWLC charges 0.32%. LGDX is the cheaper option, by $7 a year on a $10,000 investment.
What is the holdings overlap between LGDX and RWLC?
87.1% of RWLC's money is in holdings LGDX also owns. 87.1% of RWLC's is in holdings LGDX also owns. They hold 78 positions in common, counted across the 295 positions we hold weights for in LGDX and 101 in RWLC.
Which pays a higher dividend, LGDX or RWLC?
LGDX yields 0.47% while RWLC yields 12.70%, so RWLC currently pays the higher dividend yield.
Is RWLC better than LGDX?
LGDX has a lower expense ratio. RWLC led over 1Y. RWLC is less concentrated, with 37.2% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.