GGM vs RWLC

GGM vs RWLC

Which is better, GGM or RWLC?

RWLC has been ahead.

RWLC has a lower expense ratio. RWLC led over 1Y.

Lower Fees: RWLCHigher Returns (1Y): RWLC

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

MetricGGMRWLC
Expense Ratio0.94%0.32%Best
AUM$19M$98M
Dividend Yield1.43%12.72%
Holdings12225
YTD Return+8.63%+15.99%Best
1Y Return+8.15%+14.21%Best
3Y Return (annualized)+7.80%-
Fund FamilyGGM Wealth AdvisorsThe Advisors Inner Circle Fund
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionSep 25, 2023Dec 15, 2021

Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

GGM vs RWLC 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.

Compare GGM against instead:GGM vs SPYGGM vs QQQGGM vs VOOGGM vs VTIRWLC against:RWLC vs VXUS

GGM vs RWLC Performance

GGM Macro Alignment ETF (GGM) is an ETF from GGM Wealth Advisors and Rayliant NxtGen Multifactor US Equity ETF (RWLC) is an ETF from The Advisors Inner Circle Fund. Over the past year GGM returned +8.15% while RWLC returned +14.21%. Year to date, GGM is up 8.63% versus a gain of 15.99% for RWLC.

Past performance does not guarantee future results.

Fees and Cost Over Time

GGM charges 0.94% per year while RWLC charges 0.32%. On a $10,000 position that is $94 vs $32 annually, a gap of $62 per year that compounds over a long holding period. On income, GGM currently yields 1.43% against 12.72% for RWLC.

Holdings Overlap

We hold position weights for 4 holdings in GGM and 108 in RWLC, totalling 79.7% and 99.6% 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 4 positions we hold weights for in GGM and 108 in RWLC, against full books of 12 and 225.

You are not choosing between two funds in isolation.

Whichever of GGM and RWLC you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

GGMRWLC

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, GGM or RWLC?

GGM has an expense ratio of 0.94% while RWLC charges 0.32%. RWLC is the cheaper option, by $62 a year on a $10,000 investment.

Which performed better, GGM or RWLC?

Over the past year GGM returned +8.15% vs +14.21% for RWLC, so RWLC leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which pays a higher dividend, GGM or RWLC?

GGM yields 1.43% while RWLC yields 12.72%, so RWLC currently pays the higher dividend yield.

Is RWLC better than GGM?

RWLC has a lower expense ratio. RWLC led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.