ATFV vs SXQG
Alger 35 ETF vs ETC 6 Meridian Quality Growth ETF
Which is better, ATFV or SXQG?
ATFV has been ahead.
SXQG has a lower expense ratio. ATFV led over 1Y, 3Y, 5Y and the full window. SXQG is less concentrated, with 43.7% of the fund in its ten largest positions against 55.4%.
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 | SXQG |
|---|---|---|
| Expense Ratio | 0.56% | 0.55%Best |
| AUM | $888M | $58M |
| Dividend Yield | 0.20% | 0.00% |
| Holdings | 74 | 170 |
| YTD Return | -0.97% | +1.31%Best |
| 1Y Return | -0.16%Best | -0.63% |
| 3Y Return (annualized) | +31.44%Best | +10.77% |
| 5Y Return (annualized) | +8.96%Best | +3.58% |
| Volatility (annualized) | 24.3% | 16.3%Best |
| Max Drawdown | -45.3% | -34.0%Best |
| $10,000 over 5 years | $15,358Best | $11,923 |
| Top 10 Weight | 55.4% | 43.7%Best |
| Fund Family | Alger | 6 Meridian ETF |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | May 4, 2021 | May 10, 2021 |
Volatility and max drawdown are measured over the window both funds cover: May 11, 2021 to Nov 12, 2026 (5.5 years).
ATFV 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 5.5 years both funds cover.
ATFV vs SXQG Performance
Alger 35 ETF (ATFV) is an ETF from Alger and ETC 6 Meridian Quality Growth ETF (SXQG) is an ETF from 6 Meridian ETF. Over the past year ATFV returned -0.16% while SXQG returned -0.63%. Year to date, ATFV is down 0.97% versus a gain of 1.31% for SXQG.
Over three years, ATFV compounded at +31.44% per year against +10.77% for SXQG; over five years the annualized figures are +8.96% and +3.58% respectively. Across the full 6-year window we track, ATFV has the edge at +11.68% annualized vs +5.90%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ATFV has been the more volatile fund, with annualized monthly volatility of 24.3% compared with 16.3% for SXQG. 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 -45.3% for ATFV and -34.0% 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 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ATFV charges 0.56% per year while SXQG charges 0.55%. On a $10,000 position that is $56 vs $55 annually, a gap of $1 per year that compounds over a long holding period. On income, ATFV currently yields 0.20% against 0.00% for SXQG.
Holdings Overlap
46.2% of ATFV's money is in holdings SXQG also owns. 28.6% of SXQG's money is in holdings ATFV also owns.
The two portfolios partly overlap.
11 positions in common, counted across the 32 positions we hold weights for in ATFV and 84 in SXQG, against full books of 74 and 170.
What only one of them owns
Our book lists 69 positions for SXQG that do not appear in our book for ATFV (69.0% of the fund), and 19 for ATFV that do not appear in SXQG (46.9%).
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 ATFV | Weight in SXQG | Difference |
|---|---|---|---|
| NVDANvidia Corp | 13.22% | 4.62% | 8.60% |
| MSFTMicrosoft Corp | 6.38% | 5.16% | 1.22% |
| GOOGLAlphabet Inc | 6.24% | 4.94% | 1.30% |
| WDCWestern Digital Corp. | 4.85% | 1.50% | 3.35% |
| LLYEli Lilly & Co | 1.79% | 3.93% | 2.14% |
| CRWDCrowdstrike Holdings Inc | 2.42% | 3.14% | 0.72% |
| ANETArista Networks Inc Common Stock | 2.52% | 2.53% | 0.01% |
| NTRANatera Inc | 2.66% | 0.73% | 1.93% |
| SPOTSpotify Technology S.A. Ordinary Shares | 1.84% | 1.06% | 0.78% |
| ALABAstera Labs Inc - Common | 2.21% | 0.62% | 1.59% |
46.2% of ATFV is already inside SXQG.
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, ATFV or SXQG?
ATFV has an expense ratio of 0.56% while SXQG charges 0.55%. SXQG is the cheaper option, by $1 a year on a $10,000 investment.
Which performed better, ATFV or SXQG?
Over the past year ATFV returned -0.16% vs -0.63% for SXQG, so ATFV leads on 1-year performance. Over the longest common window we track (6 years), ATFV annualized +11.68% vs +5.90% for SXQG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ATFV or SXQG?
ATFV has been the more volatile fund at 24.3% annualized versus 16.3% for SXQG. Worst drawdown: ATFV -45.3% vs SXQG -34.0%.
Should I hold both ATFV and SXQG?
ATFV and SXQG have a monthly-return correlation of 0.77, 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 ATFV and SXQG?
46.2% of ATFV's money is in holdings SXQG also owns. 28.6% of SXQG's is in holdings ATFV also owns. They hold 11 positions in common, counted across the 32 positions we hold weights for in ATFV and 84 in SXQG.
Which pays a higher dividend, ATFV or SXQG?
ATFV yields 0.20% while SXQG yields 0.00%, so ATFV currently pays the higher dividend yield.
Is SXQG better than ATFV?
SXQG has a lower expense ratio. ATFV led over 1Y, 3Y, 5Y and the full window. SXQG is less concentrated, with 43.7% of the fund in its ten largest positions against 55.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.