RJCA vs SPY
RJ ClariVest Capital Appreciation ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | RJCA | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.61% | 0.09% | |
| AUM | $597M | $814.4B | |
| Dividend Yield | - | 1.01% | |
| Holdings | 71 | 505 | |
| YTD Return | +2.13% | +12.87% | |
| 1Y Return | - | +21.13% | |
| 3Y Return (annualized) | - | +20.86% | |
| 5Y Return (annualized) | - | +12.69% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -3.4% | -56.5% | |
| Fund Family | Carillon Family of Funds | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Mar 21, 2006 | Jan 22, 1993 |
RJCA vs SPY Performance
RJ ClariVest Capital Appreciation ETF (RJCA) is a ETF from Carillon Family of Funds and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, RJCA is up 2.13% versus a gain of 12.87% for SPY.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -3.4% for RJCA and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
RJCA charges 0.61% per year while SPY charges 0.09%. On a $10,000 position that is $61 vs $9 annually, a gap of $52 per year that compounds over a long holding period.
Holdings Overlap
RJCA and SPY share 51 holdings out of 524 unique holdings combined, representing a 49.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, RJCA or SPY?
RJCA has an expense ratio of 0.61% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $52 per year of difference.
What is the holdings overlap between RJCA and SPY?
RJCA and SPY share 51 common holdings with a 49.2% weight overlap. Combined, they hold 524 unique securities.
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