LRGC vs QPX

LRGC vs QPX

Which is better, LRGC or QPX?

LRGC has been ahead.

LRGC has a lower expense ratio. LRGC led over 1Y, 3Y and the full window.

Lower Fees: LRGCHigher Returns: LRGC

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

MetricLRGCQPX
Expense Ratio0.39%Best1.74%
AUM$1.4B$34M
Dividend Yield0.53%0.00%
Holdings7218
YTD Return+10.99%Best+6.84%
1Y Return+13.29%Best+10.49%
3Y Return (annualized)+20.81%Best+19.47%
5Y Return (annualized)-+10.62%
Volatility (annualized)12.5%Best12.6%
Max Drawdown-19.4%-17.9%Best
$10,000 over 3.1 years$17,762Best$17,129
Top 10 Weight44.8%-
Fund FamilyAllianceBernstein L.P.Advisor Shares
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionSep 20, 2023Dec 28, 2020

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).

LRGC vs QPX 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.

Compare LRGC against instead:LRGC vs SPYLRGC vs QQQLRGC vs VOOLRGC vs VTIQPX against:QPX vs VXUS

LRGC vs QPX Performance

AB US Large Cap Strategic Equities ETF (LRGC) is an ETF from AllianceBernstein L.P. and Advisorshares Q Dynamic Growth ETF (QPX) is an ETF from Advisor Shares. Over the past year LRGC returned +13.29% while QPX returned +10.49%. Year to date, LRGC is up 10.99% versus a gain of 6.84% for QPX.

Over three years, LRGC compounded at +20.81% per year against +19.47% for QPX.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

QPX has been the more volatile fund, with annualized monthly volatility of 12.6% 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 -19.4% for LRGC and -17.9% for QPX. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

LRGC charges 0.39% per year while QPX charges 1.74%. On a $10,000 position that is $39 vs $174 annually, a gap of $135 per year that compounds over a long holding period. On income, LRGC currently yields 0.53% against 0.00% for QPX.

Holdings Overlap

We hold position weights for 69 holdings in LRGC and 7 in QPX, totalling 99.2% and 100.0% 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 69 positions we hold weights for in LRGC and 7 in QPX, against full books of 72 and 18.

What only one of them owns

Our book lists 7 positions for QPX that do not appear in our book for LRGC (100.0% of the fund), and 65 for LRGC that do not appear in QPX (96.0%).

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.

You are not choosing between two funds in isolation.

Whichever of LRGC and QPX you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

LRGCQPX

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, LRGC or QPX?

LRGC has an expense ratio of 0.39% while QPX charges 1.74%. LRGC is the cheaper option, by $135 a year on a $10,000 investment.

Which performed better, LRGC or QPX?

Over the past year LRGC returned +13.29% vs +10.49% for QPX, so LRGC leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, LRGC or QPX?

QPX has been the more volatile fund at 12.6% annualized versus 12.5% for LRGC. Worst drawdown: LRGC -19.4% vs QPX -17.9%.

Should I hold both LRGC and QPX?

LRGC and QPX have a monthly-return correlation of 0.88, 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, LRGC or QPX?

LRGC yields 0.53% while QPX yields 0.00%, so LRGC currently pays the higher dividend yield.

Is QPX better than LRGC?

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.