LRGC vs SXQG
AB US Large Cap Strategic Equities ETF vs ETC 6 Meridian Quality Growth ETF
Which is better, LRGC or SXQG?
LRGC has been ahead.
LRGC has a lower expense ratio. LRGC led over 1Y, 3Y and the full window. SXQG is less concentrated, with 43.0% of the fund in its ten largest positions against 44.8%.
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 | LRGC | SXQG |
|---|---|---|
| Expense Ratio | 0.39%Best | 0.70% |
| AUM | $1.4B | $63M |
| Dividend Yield | 0.53% | 0.00% |
| Holdings | 72 | 235 |
| YTD Return | +10.99%Best | +3.37% |
| 1Y Return | +13.29%Best | +2.54% |
| 3Y Return (annualized) | +20.81%Best | +11.82% |
| 5Y Return (annualized) | - | +5.68% |
| Volatility (annualized) | 12.5%Best | 12.9% |
| Max Drawdown | -19.4%Best | -19.5% |
| $10,000 over 3.1 years | $17,762Best | $14,158 |
| Top 10 Weight | 44.8% | 43.0%Best |
| Fund Family | AllianceBernstein L.P. | 6 Meridian ETF |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Sep 20, 2023 | May 10, 2021 |
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 SXQG 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.
LRGC vs SXQG Performance
AB US Large Cap Strategic Equities ETF (LRGC) is an ETF from AllianceBernstein L.P. and ETC 6 Meridian Quality Growth ETF (SXQG) is an ETF from 6 Meridian ETF. Over the past year LRGC returned +13.29% while SXQG returned +2.54%. Year to date, LRGC is up 10.99% versus a gain of 3.37% for SXQG.
Over three years, LRGC compounded at +20.81% per year against +11.82% for SXQG.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SXQG has been the more volatile fund, with annualized monthly volatility of 12.9% 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 -19.5% for SXQG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LRGC charges 0.39% per year while SXQG charges 0.70%. On a $10,000 position that is $39 vs $70 annually, a gap of $31 per year that compounds over a long holding period. On income, LRGC currently yields 0.53% against 0.00% for SXQG.
Holdings Overlap
29.4% of LRGC's money is in holdings SXQG also owns. 32.6% of SXQG's money is in holdings LRGC also owns.
The two portfolios partly overlap.
10 positions in common, counted across the 69 positions we hold weights for in LRGC and 84 in SXQG, against full books of 72 and 235.
What only one of them owns
Our book lists 70 positions for SXQG that do not appear in our book for LRGC (65.0% of the fund), and 55 for LRGC that do not appear in SXQG (66.5%).
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 LRGC | Weight in SXQG | Difference |
|---|---|---|---|
| NVDANvidia Corp | 8.71% | 4.74% | 3.97% |
| MSFTMicrosoft Corp | 6.66% | 4.94% | 1.72% |
| AAPLApple, Inc | 5.71% | 4.97% | 0.74% |
| VVisa Inc Class A | 3.14% | 3.71% | 0.57% |
| MUMicron Technology, Inc. | 0.76% | 4.29% | 3.53% |
| LLYEli Lilly & Co. | 0.80% | 3.93% | 3.13% |
| KOCoca Cola Co. | 1.26% | 3.08% | 1.82% |
| TJXTjx Cos., Inc. | 1.09% | 1.87% | 0.78% |
| MNSTMonster Beverage Corp. | 0.79% | 0.78% | 0.01% |
| DTDynatrace Inc | 0.53% | 0.27% | 0.26% |
32.6% of SXQG is already inside LRGC.
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, LRGC or SXQG?
LRGC has an expense ratio of 0.39% while SXQG charges 0.70%. LRGC is the cheaper option, by $31 a year on a $10,000 investment.
Which performed better, LRGC or SXQG?
Over the past year LRGC returned +13.29% vs +2.54% for SXQG, 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 SXQG?
SXQG has been the more volatile fund at 12.9% annualized versus 12.5% for LRGC. Worst drawdown: LRGC -19.4% vs SXQG -19.5%.
Should I hold both LRGC and SXQG?
LRGC and SXQG have a monthly-return correlation of 0.85, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between LRGC and SXQG?
32.6% of SXQG's money is in holdings LRGC also owns. 32.6% of SXQG's is in holdings LRGC also owns. They hold 10 positions in common, counted across the 69 positions we hold weights for in LRGC and 84 in SXQG.
Which pays a higher dividend, LRGC or SXQG?
LRGC yields 0.53% while SXQG yields 0.00%, so LRGC currently pays the higher dividend yield.
Is SXQG better than LRGC?
LRGC has a lower expense ratio. LRGC led over 1Y, 3Y and the full window. SXQG is less concentrated, with 43.0% of the fund in its ten largest positions against 44.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.