QPX vs RJCA
Advisorshares Q Dynamic Growth ETF vs RJ ClariVest Capital Appreciation ETF
Which is better, QPX or RJCA?
RJCA has been ahead.
RJCA has a lower expense ratio. RJCA led over 1Y.
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 | QPX | RJCA |
|---|---|---|
| Expense Ratio | 1.74% | 0.61%Best |
| AUM | $34M | $617M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 18 | 72 |
| YTD Return | +6.84%Best | +4.02% |
| 1Y Return | +10.49% | - |
| 3Y Return (annualized) | +19.47% | - |
| 5Y Return (annualized) | +10.62% | - |
| Top 10 Weight | - | 57.0% |
| Fund Family | Advisor Shares | Carillon Family of Funds |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Dec 28, 2020 | Mar 21, 2006 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
QPX vs RJCA 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.
QPX vs RJCA Performance
Advisorshares Q Dynamic Growth ETF (QPX) is an ETF from Advisor Shares and RJ ClariVest Capital Appreciation ETF (RJCA) is an ETF from Carillon Family of Funds. Year to date, QPX is up 6.84% versus a gain of 4.02% for RJCA.
Past performance does not guarantee future results.
Fees and Cost Over Time
QPX charges 1.74% per year while RJCA charges 0.61%. On a $10,000 position that is $174 vs $61 annually, a gap of $113 per year that compounds over a long holding period. On income, QPX currently yields 0.00% against 0.00% for RJCA.
Holdings Overlap
We hold position weights for 7 holdings in QPX and 71 in RJCA, totalling 100.0% and 99.4% 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 7 positions we hold weights for in QPX and 71 in RJCA, against full books of 18 and 72.
What only one of them owns
Our book lists 70 positions for RJCA that do not appear in our book for QPX (99.0% of the fund), and 7 for QPX that do not appear in RJCA (100.0%).
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 QPX and RJCA you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, QPX or RJCA?
QPX has an expense ratio of 1.74% while RJCA charges 0.61%. RJCA is the cheaper option, by $113 a year on a $10,000 investment.
Which pays a higher dividend, QPX or RJCA?
QPX yields 0.00% while RJCA yields 0.00%, so RJCA currently pays the higher dividend yield.
Is RJCA better than QPX?
RJCA has a lower expense ratio. RJCA led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.