LRGC vs SSPX

LRGC vs SSPX

Which is better, LRGC or SSPX?

Each has led over a different period.

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

Lower Fees: LRGCHigher Returns: split

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

MetricLRGCSSPX
Expense Ratio0.39%Best0.55%
AUM$1.4B$10M
Dividend Yield0.53%0.30%
Holdings726
Volatility (annualized)12.6%Best13.9%
Max Drawdown-19.4%-15.7%Best
$10,000 over 2.1 years$15,868Best$14,837
Fund FamilyAllianceBernstein L.P.Janus Henderson Investors
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionSep 20, 2023Sep 8, 2021

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 370 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. LRGC has data through Oct 14, 2026 and SSPX through Oct 9, 2025.

Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Sep 20, 2023 to Oct 9, 2025 (2.1 years).

Compare LRGC against instead:LRGC vs SPYLRGC vs QQQLRGC vs VOOLRGC vs VTISSPX against:SSPX vs VXUS

Risk: Volatility and Drawdowns

SSPX has been the more volatile fund, with annualized monthly volatility of 13.9% compared with 12.6% 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 -15.7% for SSPX. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

LRGC charges 0.39% per year while SSPX charges 0.55%. On a $10,000 position that is $39 vs $55 annually, a gap of $16 per year that compounds over a long holding period. On income, LRGC currently yields 0.53% against 0.30% for SSPX.

You are not choosing between two funds in isolation.

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

LRGCSSPX

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, LRGC or SSPX?

LRGC has an expense ratio of 0.39% while SSPX charges 0.55%. LRGC is the cheaper option, by $16 a year on a $10,000 investment.

Which is riskier, LRGC or SSPX?

SSPX has been the more volatile fund at 13.9% annualized versus 12.6% for LRGC. Worst drawdown: LRGC -19.4% vs SSPX -15.7%.

Should I hold both LRGC and SSPX?

LRGC and SSPX have a monthly-return correlation of 0.89, 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 SSPX?

LRGC yields 0.53% while SSPX yields 0.30%, so LRGC currently pays the higher dividend yield.

Is SSPX better than LRGC?

LRGC has a lower expense ratio. LRGC led over the full window, SSPX over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.