RJCA vs VOO
RJ ClariVest Capital Appreciation ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | RJCA | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.61% | 0.03% | |
| AUM | $597M | $997.4B | |
| Dividend Yield | - | 1.08% | |
| Holdings | 71 | 509 | |
| YTD Return | +2.13% | +12.87% | |
| 1Y Return | - | +21.15% | |
| 3Y Return (annualized) | - | +20.93% | |
| 5Y Return (annualized) | - | +12.76% | |
| Volatility (annualized) | - | 14.1% | |
| Max Drawdown | -3.4% | -34.3% | |
| Fund Family | Carillon Family of Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 21, 2006 | Sep 7, 2010 |
RJCA vs VOO Performance
RJ ClariVest Capital Appreciation ETF (RJCA) is a ETF from Carillon Family of Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, RJCA is up 2.13% versus a gain of 12.87% for VOO.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -3.4% for RJCA and -34.3% for VOO. 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 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.
Holdings Overlap
RJCA and VOO share 51 holdings out of 525 unique holdings combined, representing a 48.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $58 per year of difference.
What is the holdings overlap between RJCA and VOO?
RJCA and VOO share 51 common holdings with a 48.4% weight overlap. Combined, they hold 525 unique securities.
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