IGGY vs RJCA

IGGY vs RJCA

Which is better, IGGY or RJCA?

RJCA has been ahead.

IGGY has a lower expense ratio. RJCA led over 1Y. IGGY is less concentrated, with 37.3% of the fund in its ten largest positions against 57.0%.

Lower Fees: IGGYHigher Returns (1Y): RJCALess Concentrated: IGGY

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

MetricIGGYRJCA
Expense Ratio0.55%Best0.61%
AUM$4M$617M
Dividend Yield0.00%0.00%
Holdings6772
YTD Return-5.44%+4.02%Best
1Y Return-6.77%-
Top 10 Weight37.3%Best57.0%
Fund FamilyAllianceBernstein L.P.Carillon Family of Funds
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionSep 17, 2025Mar 21, 2006

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

IGGY 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.

Compare IGGY against instead:IGGY vs SPYIGGY vs QQQIGGY vs VOOIGGY vs VTIRJCA against:RJCA vs VXUS

IGGY vs RJCA Performance

AB International Growth ETF (IGGY) is an ETF from AllianceBernstein L.P. and RJ ClariVest Capital Appreciation ETF (RJCA) is an ETF from Carillon Family of Funds. Year to date, IGGY is down 5.44% versus a gain of 4.02% for RJCA.

Past performance does not guarantee future results.

Fees and Cost Over Time

IGGY charges 0.55% per year while RJCA charges 0.61%. On a $10,000 position that is $55 vs $61 annually, a gap of $6 per year that compounds over a long holding period. On income, IGGY currently yields 0.00% against 0.00% for RJCA.

Holdings Overlap

We hold position weights for 55 holdings in IGGY and 71 in RJCA, totalling 98.6% 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 55 positions we hold weights for in IGGY and 71 in RJCA, against full books of 67 and 72.

What only one of them owns

Our book lists 70 positions for RJCA that do not appear in our book for IGGY (99.0% of the fund), and 4 for IGGY that do not appear in RJCA (5.9%).

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.

You are not choosing between two funds in isolation.

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

IGGYRJCA

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IGGY or RJCA?

IGGY has an expense ratio of 0.55% while RJCA charges 0.61%. IGGY is the cheaper option, by $6 a year on a $10,000 investment.

Which pays a higher dividend, IGGY or RJCA?

IGGY yields 0.00% while RJCA yields 0.00%, so RJCA currently pays the higher dividend yield.

Is RJCA better than IGGY?

IGGY has a lower expense ratio. RJCA led over 1Y. IGGY is less concentrated, with 37.3% 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.