RJCA vs SXQG
RJ ClariVest Capital Appreciation ETF vs ETC 6 Meridian Quality Growth ETF
Which is better, RJCA or SXQG?
RJCA has been ahead.
RJCA has a lower expense ratio. RJCA led over 1Y. SXQG is less concentrated, with 43.0% of the fund in its ten largest positions against 57.0%.
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 | RJCA | SXQG |
|---|---|---|
| Expense Ratio | 0.61%Best | 0.70% |
| AUM | $617M | $63M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 72 | 235 |
| YTD Return | +4.02%Best | +3.37% |
| 1Y Return | - | +2.54% |
| 3Y Return (annualized) | - | +11.82% |
| 5Y Return (annualized) | - | +5.68% |
| Top 10 Weight | 57.0% | 43.0%Best |
| Fund Family | Carillon Family of Funds | 6 Meridian ETF |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Mar 21, 2006 | May 10, 2021 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
RJCA 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 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.
RJCA vs SXQG Performance
RJ ClariVest Capital Appreciation ETF (RJCA) is an ETF from Carillon Family of Funds and ETC 6 Meridian Quality Growth ETF (SXQG) is an ETF from 6 Meridian ETF. Year to date, RJCA is up 4.02% versus a gain of 3.37% for SXQG.
Past performance does not guarantee future results.
Fees and Cost Over Time
RJCA charges 0.61% per year while SXQG charges 0.70%. On a $10,000 position that is $61 vs $70 annually, a gap of $9 per year that compounds over a long holding period. On income, RJCA currently yields 0.00% against 0.00% for SXQG.
Holdings Overlap
55.1% of RJCA's money is in holdings SXQG also owns. 58.6% of SXQG's money is in holdings RJCA also owns.
The two portfolios partly overlap.
21 positions in common, counted across the 71 positions we hold weights for in RJCA and 84 in SXQG, against full books of 72 and 235.
What only one of them owns
Our book lists 59 positions for SXQG that do not appear in our book for RJCA (39.0% of the fund), and 49 for RJCA that do not appear in SXQG (43.9%).
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 RJCA | Weight in SXQG | Difference |
|---|---|---|---|
| NVDANvidia Corp | 15.22% | 4.74% | 10.48% |
| MSFTMicrosoft Corp | 7.85% | 4.94% | 2.91% |
| AAPLApple, Inc | 7.19% | 4.97% | 2.22% |
| GOOGLAlphabet Inc | 4.73% | 4.80% | 0.07% |
| MUMicron Technology, Inc. | 3.87% | 4.29% | 0.42% |
| LLYEli Lilly & Co. | 3.09% | 3.93% | 0.84% |
| PLTRPalantir Technologies Inc | 1.60% | 4.17% | 2.57% |
| VVisa Inc Class A | 1.76% | 3.71% | 1.95% |
| MAMastercard Inc | 1.16% | 3.68% | 2.52% |
| COSTCostco Wholesale Corp. | 0.99% | 3.75% | 2.76% |
58.6% of SXQG is already inside RJCA.
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, RJCA or SXQG?
RJCA has an expense ratio of 0.61% while SXQG charges 0.70%. RJCA is the cheaper option, by $9 a year on a $10,000 investment.
What is the holdings overlap between RJCA and SXQG?
58.6% of SXQG's money is in holdings RJCA also owns. 58.6% of SXQG's is in holdings RJCA also owns. They hold 21 positions in common, counted across the 71 positions we hold weights for in RJCA and 84 in SXQG.
Which pays a higher dividend, RJCA or SXQG?
RJCA yields 0.00% while SXQG yields 0.00%, so SXQG currently pays the higher dividend yield.
Is SXQG better than RJCA?
RJCA has a lower expense ratio. RJCA led over 1Y. SXQG is less concentrated, with 43.0% of the fund in its ten largest positions against 57.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.