RJCA vs VTI
RJ ClariVest Capital Appreciation ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | RJCA | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.61% | 0.03% | |
| AUM | $597M | $666.9B | |
| Dividend Yield | - | 1.07% | |
| Holdings | 71 | 3,543 | |
| YTD Return | +2.13% | +13.12% | |
| 1Y Return | - | +21.07% | |
| 3Y Return (annualized) | - | +20.54% | |
| 5Y Return (annualized) | - | +11.71% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -3.4% | -56.6% | |
| Fund Family | Carillon Family of Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 21, 2006 | May 24, 2001 |
RJCA vs VTI Performance
RJ ClariVest Capital Appreciation ETF (RJCA) is a ETF from Carillon Family of Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, RJCA is up 2.13% versus a gain of 13.12% for VTI.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -3.4% for RJCA and -56.6% for VTI. 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 VTI 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 VTI share 66 holdings out of 2792 unique holdings combined, representing a 43.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, RJCA or VTI?
RJCA has an expense ratio of 0.61% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $58 per year of difference.
What is the holdings overlap between RJCA and VTI?
RJCA and VTI share 66 common holdings with a 43.4% weight overlap. Combined, they hold 2792 unique securities.
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