LRGC vs SPY

LRGC vs SPY

Which is better, LRGC or SPY?

Large Cap Growth against Large Cap Blend.

SPY has a lower expense ratio. SPY led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.97. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 44.1%.

Lower Fees: SPYHigher Returns: SPYLess Concentrated: SPY

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

MetricLRGCSPY
Expense Ratio0.39%0.09%Best
AUM$1.3B$804.7B
Dividend Yield0.52%0.98%
Holdings74505
YTD Return+9.65%+12.09%Best
1Y Return+12.04%+16.29%Best
3Y Return (annualized)+20.41%+21.20%Best
5Y Return (annualized)-+13.37%
Volatility (annualized)12.7%12.4%Best
Max Drawdown-19.4%-18.8%Best
$10,000 over 3 years$17,458$17,976Best
Top 10 Weight44.1%37.8%Best
Fund FamilyAllianceBernstein L.P.State Street Investment Management
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionSep 20, 2023Jan 22, 1993

Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Sep 20, 2023 to Sep 18, 2026 (3 years).

LRGC vs SPY 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 3 years both funds cover.

LRGC vs SPY Performance

AB US Large Cap Strategic Equities ETF (LRGC) is an ETF from AllianceBernstein L.P. and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year LRGC returned +12.04% while SPY returned +16.29%. Year to date, LRGC is up 9.65% versus a gain of 12.09% for SPY.

Over three years, LRGC compounded at +20.41% per year against +21.20% for SPY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

LRGC has been the more volatile fund, with annualized monthly volatility of 12.7% compared with 12.4% for SPY. 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 -19.4% for LRGC and -18.8% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

LRGC charges 0.39% per year while SPY charges 0.09%. On a $10,000 position that is $39 vs $9 annually, a gap of $30 per year that compounds over a long holding period. On income, LRGC currently yields 0.52% against 0.98% for SPY.

Holdings Overlap

LRGC already in SPY93.3%
SPY already in LRGC49.3%

93.3% of LRGC's money is in holdings SPY also owns. 49.3% of SPY's money is in holdings LRGC also owns.

Most of LRGC is already inside SPY. Owning both mostly buys the same companies twice.

60 positions in common, counted across the 69 positions we hold weights for in LRGC and 504 in SPY, against full books of 74 and 505.

What only one of them owns

Our book lists 437 positions for SPY that do not appear in our book for LRGC (50.1% of the fund), and 5 for LRGC that do not appear in SPY (2.7%).

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

StockWeight in LRGCWeight in SPYDifference
NVDANvidia Corp8.09%8.01%0.08%
AAPLApple, Inc5.47%7.26%1.79%
MSFTMicrosoft Corp6.60%5.66%0.94%
AMZNAmazon.Com Inc4.97%3.79%1.18%
GOOGAlphabet Inc6.04%2.39%3.65%
AVGOBroadcom Inc3.15%2.66%0.49%
METAMeta Platforms Inc2.84%1.93%0.91%
VVisa Inc Class A3.32%0.94%2.38%
XOMExxon Mobil Corp.1.53%1.04%0.49%
BACBank of America Corp.: Financials1.71%0.62%1.09%

93.3% of LRGC is already inside SPY.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

LRGCSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, LRGC or SPY?

LRGC has an expense ratio of 0.39% while SPY charges 0.09%. SPY is the cheaper option, by $30 a year on a $10,000 investment.

Which performed better, LRGC or SPY?

Over the past year LRGC returned +12.04% vs +16.29% for SPY, so SPY leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, LRGC or SPY?

LRGC has been the more volatile fund at 12.7% annualized versus 12.4% for SPY. Worst drawdown: LRGC -19.4% vs SPY -18.8%.

Should I hold both LRGC and SPY?

LRGC and SPY have a monthly-return correlation of 0.97, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between LRGC and SPY?

93.3% of LRGC's money is in holdings SPY also owns. 49.3% of SPY's is in holdings LRGC also owns. They hold 60 positions in common, counted across the 69 positions we hold weights for in LRGC and 504 in SPY.

Which pays a higher dividend, LRGC or SPY?

LRGC yields 0.52% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than LRGC?

SPY has a lower expense ratio. SPY led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.97. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 44.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.