RJCA vs SXQG

RJCA vs SXQG

Which is better, RJCA or SXQG?

RJCA has been ahead.

SXQG has a lower expense ratio. RJCA led over 1Y. SXQG is less concentrated, with 43.1% of the fund in its ten largest positions against 53.5%.

Lower Fees: SXQGHigher Returns (1Y): RJCALess Concentrated: SXQG

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

MetricRJCASXQG
Expense Ratio0.61%0.55%Best
AUM$607M$61M
Dividend Yield0.00%0.00%
Holdings72235
YTD Return+7.23%Best+5.57%
1Y Return-+3.39%
3Y Return (annualized)-+12.69%
5Y Return (annualized)-+6.78%
Top 10 Weight53.5%43.1%Best
Fund FamilyCarillon Family of Funds6 Meridian ETF
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionMar 21, 2006May 10, 2021

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

RJCA 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 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 RJCA against instead:RJCA vs SPYRJCA vs QQQRJCA vs VOORJCA vs VTISXQG against:SXQG vs VXUS

RJCA vs SXQG Performance

RJ ClariVest Capital Appreciation ETF (RJCA) is an ETF from Carillon Family of Funds and ETC 6 Meridian Quality Growth ETF (SXQG) is an ETF from 6 Meridian ETF. Year to date, RJCA is up 7.23% versus a gain of 5.57% for SXQG.

Past performance does not guarantee future results.

Fees and Cost Over Time

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

Holdings Overlap

RJCA already in SXQG51.3%
SXQG already in RJCA57.2%

51.3% of RJCA's money is in holdings SXQG also owns. 57.2% of SXQG's money is in holdings RJCA also owns.

The two portfolios partly overlap.

The two holdings books were reported 77 days apart, RJCA as of Jun 30, 2026 and SXQG as of Sep 15, 2026, so some of the difference between them is the time between the two reports rather than the funds.

22 positions in common, counted across the 71 positions we hold weights for in RJCA and 83 in SXQG, against full books of 72 and 235.

What only one of them owns

Our book lists 57 positions for SXQG that do not appear in our book for RJCA (40.1% of the fund), and 49 for RJCA that do not appear in SXQG (48.7%).

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 RJCAWeight in SXQGDifference
NVDANvidia Corp13.34%4.64%8.70%
AAPLApple, Inc8.64%5.17%3.47%
MSFTMicrosoft Corp6.18%4.94%1.24%
GOOGLAlphabet Inc,class A4.92%4.97%0.05%
LLYEli Lilly & Co.3.39%3.95%0.56%
VVisa Inc Class A1.78%3.96%2.18%
MAMastercard Inc1.21%3.94%2.73%
COSTCostco Wholesale Corp.1.14%3.83%2.69%
MUMicron Technology, Inc.1.00%3.95%2.95%
SNDKSandisk Corp/De2.38%2.56%0.18%

57.2% of SXQG is already inside RJCA.

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

RJCASXQG

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Frequently Asked Questions

Which is cheaper, RJCA or SXQG?

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

What is the holdings overlap between RJCA and SXQG?

57.2% of SXQG's money is in holdings RJCA also owns. 57.2% of SXQG's is in holdings RJCA also owns. They hold 22 positions in common, counted across the 71 positions we hold weights for in RJCA and 83 in SXQG.

Which pays a higher dividend, RJCA or SXQG?

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

Is SXQG better than RJCA?

SXQG has a lower expense ratio. RJCA led over 1Y. SXQG is less concentrated, with 43.1% of the fund in its ten largest positions against 53.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.