ATFV vs RJCA
Alger 35 ETF vs RJ ClariVest Capital Appreciation ETF
Which is better, ATFV or RJCA?
RJCA has been ahead.
ATFV 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 | ATFV | RJCA |
|---|---|---|
| Expense Ratio | 0.56%Best | 0.61% |
| AUM | $487M | $607M |
| Dividend Yield | 0.18% | 0.00% |
| Holdings | 36 | 72 |
| YTD Return | +16.96%Best | +7.23% |
| 1Y Return | +13.64% | - |
| 3Y Return (annualized) | +40.30% | - |
| 5Y Return (annualized) | +14.54% | - |
| Fund Family | Alger | Carillon Family of Funds |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | May 4, 2021 | Mar 21, 2006 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
ATFV 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.
ATFV vs RJCA Performance
Alger 35 ETF (ATFV) is an ETF from Alger and RJ ClariVest Capital Appreciation ETF (RJCA) is an ETF from Carillon Family of Funds. Year to date, ATFV is up 16.96% versus a gain of 7.23% for RJCA.
Past performance does not guarantee future results.
Fees and Cost Over Time
ATFV charges 0.56% per year while RJCA charges 0.61%. On a $10,000 position that is $56 vs $61 annually, a gap of $5 per year that compounds over a long holding period. On income, ATFV currently yields 0.18% against 0.00% for RJCA.
You are not choosing between two funds in isolation.
Whichever of ATFV 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, ATFV or RJCA?
ATFV has an expense ratio of 0.56% while RJCA charges 0.61%. ATFV is the cheaper option, by $5 a year on a $10,000 investment.
Which pays a higher dividend, ATFV or RJCA?
ATFV yields 0.18% while RJCA yields 0.00%, so ATFV currently pays the higher dividend yield.
Is RJCA better than ATFV?
ATFV 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.