RJCA vs VOO
RJ ClariVest Capital Appreciation ETF vs Vanguard S&P 500 ETF
Which is better, RJCA or VOO?
Large Cap Growth against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 53.5%.
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
| Metric | RJCA | VOO |
|---|---|---|
| Expense Ratio | 0.61% | 0.03%Best |
| AUM | $590M | $997.4B |
| Dividend Yield | 0.00% | 1.04% |
| Holdings | 71 | 509 |
| YTD Return | +6.24% | +14.14%Best |
| 1Y Return | - | +17.31% |
| 3Y Return (annualized) | - | +23.04% |
| 5Y Return (annualized) | - | +13.63% |
| Top 10 Weight | 53.5% | 37.6%Best |
| Fund Family | Carillon Family of Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Mar 21, 2006 | Sep 7, 2010 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
RJCA vs VOO 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.
RJCA vs VOO Performance
RJ ClariVest Capital Appreciation ETF (RJCA) is an ETF from Carillon Family of Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Year to date, RJCA is up 6.24% versus a gain of 14.14% for VOO.
Past performance does not guarantee future results.
Fees and Cost Over Time
RJCA charges 0.61% per year while VOO charges 0.03%. On a $10,000 position that is $61 vs $3 annually, a gap of $58 per year that compounds over a long holding period. On income, RJCA currently yields 0.00% against 1.04% for VOO.
Holdings Overlap
89.2% of RJCA's money is in holdings VOO also owns. 51.5% of VOO's money is in holdings RJCA also owns.
Most of RJCA is already inside VOO. Owning both mostly buys the same companies twice.
51 positions in common, counted across the 71 positions we hold weights for in RJCA and 494 in VOO, against full books of 71 and 509.
What only one of them owns
Measured across the 71 and 494 positions we hold weights for.
VOO holds 436 positions RJCA does not, 47.7% of the fund.
Largest: JPM 1.46%, BRK.B 1.46%, XOM 1.00%, JNJ 0.96%, INTC 0.66%
Top Shared Holdings
| Stock | Weight in RJCA | Weight in VOO | Difference |
|---|---|---|---|
| NVDANvidia Corp | 13.34% | 7.55% | 5.79% |
| AAPLApple, Inc | 8.64% | 7.05% | 1.59% |
| MSFTMicrosoft Corp | 6.18% | 5.36% | 0.82% |
| AVGOBroadcom Inc | 5.57% | 2.86% | 2.71% |
| GOOGLAlphabet Inc,class A | 4.92% | 3.24% | 1.68% |
| GOOGAlphabet Inc | 3.82% | 2.62% | 1.20% |
| AMZNAmazon.Com Inc | 1.96% | 4.13% | 2.17% |
| LLYEli Lilly & Co. | 3.39% | 1.41% | 1.98% |
| METAMeta Platforms Inc | 2.58% | 1.90% | 0.68% |
| TSLATesla Inc | 2.08% | 1.36% | 0.72% |
89.2% of RJCA is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, RJCA or VOO?
RJCA has an expense ratio of 0.61% while VOO charges 0.03%. VOO is the cheaper option, by $58 a year on a $10,000 investment.
What is the holdings overlap between RJCA and VOO?
89.2% of RJCA's money is in holdings VOO also owns. 51.5% of VOO's is in holdings RJCA also owns. They hold 51 positions in common, counted across the 71 positions we hold weights for in RJCA and 494 in VOO.
Which pays a higher dividend, RJCA or VOO?
RJCA yields 0.00% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.
Is VOO better than RJCA?
VOO has a lower expense ratio. VOO led over 1Y. VOO is less concentrated, with 37.6% 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.