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AOTG vs LRGC

AOT Growth and Innovation ETF

AOTGDNasdaq

AB US Large Cap Strategic Equities ETF

LRGCANYSE Arca

Overlap

Expense ratio

LRGC −0.36pt a year

AOTG0.75%LRGC0.39%

Avg volume · 30D

LRGC 9.6×the volume

AOTG3.55KLRGC34.1K

3Y return · a year

AOTG +7.0pt

AOTG+28.5%LRGC+21.5%

AOTG vs LRGC Performance

Oct 31, 2025 – Oct 30, 2026

+0.7%AOTG+9.5%LRGC

Oct 31, 2025 to Oct 30, 2026. AOTG +0.7%. LRGC +9.5%. Use the arrow keys to read each point.−20%−10%20%Oct 2025Apr 2026Oct 2026
Expense ratio
AOTG 0.75%
LRGC 0.39%, better
Fund size
AOTG $98M
LRGC $1.37B
1Y total return
AOTG +0.7%
LRGC +9.5%, better
Yield (12M)
AOTG No data
LRGC 0.53%
Holdings
AOTG 44
LRGC 72
Avg volume (30D)
AOTG 3.55K sh
LRGC 34.1K sh, better
NAV per share
AOTG $59.24
LRGC $85.00
52W range

ETF.net Grade

AOTG: Cost 19, Risk 23, Mission not scored, Tradability 29, Holdings 29, Durability 52. LRGC: Cost 82, Risk 90, Mission 79, Tradability 75, Holdings 77, Durability 78.
Pillar letters and Scores for AOTG, LRGC, with each pillar’s weight
PillarAOTGLRGC
Cost30% weightF19A82Higher
Mission25% weightNot scoredA79
Risk15% weightF23A90Higher
Tradability15% weightD29A75Higher
Holdings10% weightD29A77Higher
Durability5% weightC52A78Higher

Rank among US Active Growth funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. AOTG and LRGC are both graded against the same 90 US Active Growth funds, so their Grades compare head to head.

US Active Growth⁠

Category · 90 funds
See all 90 ›

LRGC ranks 3rd and AOTG 83rd of 90 funds in the US Active Growth Category.

  1. Rank 1AJUSAJPMorgan U.S. Research Enhanced Large Cap ETFScore 86
  2. Rank 2AGUSEGoldman Sachs Enhanced U.S. Equity ETFScore 84
  3. Rank 3ALRGCAB US Large Cap Strategic Equities ETFScore 81
  4. Rank 4AFELGFidelity Enhanced Large Cap Growth ETFScore 80
  5. Rank 82DAKREAkre Focus ETFScore 26
  6. Rank 83DAOTGAOT Growth and Innovation ETFScore 25
  7. Rank 83DTMFMMotley Fool Mid-Cap Growth ETFScore 25

Our read on each fund

ETF.net Research

AOTGDAOT Growth and Innovation ETF

LRGCAAB US Large Cap Strategic Equities ETF

In short

AOTG Most growth funds buy "tech." AOTG buys an economic trait: businesses that can sell the next unit for almost nothing. A concentrated, actively run book built on low marginal cost, growth and quality screens.

LRGC AB's stock pickers in an ETF wrapper: roughly 70 large-cap US names picked with fundamental research plus quant screens, measured against the S&P 500. Active conviction, priced under the typical active peer.

Stated mandate

AOTG The Fund seeks long-term capital appreciation through active investment in U.S.-listed equities with high growth potential, emphasizing companies whose low marginal-cost business models can support expanding profits and growth.

LRGC The Fund seeks long-term growth of capital. It is actively managed and normally invests at least 80% of net assets in equities of large-capitalization U.S. companies.

Why people hold it

  • AOTG The filter is an economics test, not a sector label: companies that can deliver more goods or services without materially raising their costs.sec.gov
  • Genuinely active, not a closet index. A boutique specialist recommends the names and the adviser places the trades, inside a plain 1940 Act ETF wrapper.sec.gov
  • A focused book rather than a sprawling index, so the manager's best ideas actually move the needle.
  • LRGC Roughly 70 holdings against a 500-stock yardstick, with quality and value screens doing the filtering. Each name actually carries weight.
  • 0.39% a year sits below the median fee in its active large-cap group, so the manager isn't digging out of a deep cost hole.
  • One of the stronger implementations among the actively managed US large-cap funds we track, with a plain mandate: at least 80% of net assets in large-cap US equities.
  • Launched in 2023 on one of AB's core US equity strategies, with Jane Street signed on as lead market maker from day one.prnewswire.com

Worth knowing

  • AOTG Fees run 0.75% a year against a 0.54% peer median, and several top-ranked rivals in the group (JUSA at 0.12%, FELG at 0.18%) cost a fraction of that.
  • Small and thinly traded next to the giants of its category, so spreads can be wider. Limit orders matter more here than on a megafund.
  • A capital-appreciation mandate with no payouts in the last year, and concentration cuts both ways: a few names drive the outcome.
  • LRGC At 0.39%, it costs more than cheaper enhanced-index rivals in the same group, such as JUSA at 0.12% and GUSE at 0.30%.
  • Outcomes ride on the team's judgment, not an index rulebook, and about 70 positions concentrate those calls.
  • It trades lightly next to the big index names, so spreads can run wider, especially in fast markets.

Full AOTG profile⁠

Full LRGC profile⁠

AOTG vs LRGC Holdings

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

AOTG vs LRGC Cost

Overpaying AOTG vs LRGC

$6,584

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • AOTG 0.75%

    $14,482

  • LRGC 0.39%

    $7,898

$10,000
30 years

Cost over time

  • AOTG 0.75%
  • LRGC 0.39%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K051015202530AOTG $14,482LRGC $7,898

Year by year

YearAOTGLRGCOverpaying
10$1,336$705$631
20$5,078$2,725$2,353
30$14,482$7,898$6,584

Expense ratio

  • 0.75%AOTG
  • 0.39%LRGC, cheaper
  • Middle half of US Active Growth funds
  • Median 0.55%

LRGC 14th cheapest of 90 funds

AOTG 72nd cheapest of 90 funds

AOTG vs LRGC Dividends

Last 12 months to Oct 30, 2026
Yield (12M)
AOTG No data
LRGC 0.53%
Payout (12M)
AOTG None
LRGC $0.45
Last payment
AOTG No data
LRGC $0.45
Ex-dividend
AOTG No data
LRGC Dec 17, 2025
Paid on
AOTG No data
LRGC Dec 18, 2025
Frequency
AOTG No data
LRGC Annual

Distribution history

Per share, 2023 to 2026, same scale for both

AOTGAll AOTG payments⁠

No distribution history available.

LRGCAnnual · 3 paymentsAll LRGC payments⁠
One bar per payment. 3 payments from 2023 to 2026 YTD. Dec 8, 2023 $0.09; Dec 17, 2024 $0.31; Dec 17, 2025 $0.45. Use the arrow keys to read each point.$0$0.5020232026YTD

AOTG vs LRGC Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

VolatilityStd dev, 3 years
AOTG 25.0%LRGC 12.7%, better
Return per unit of riskSharpe ratio, 3 years
AOTG 0.96LRGC 1.26, better
Worst fallMax drawdown, 5 years
AOTG −31.6%since Jun 2022LRGC −19.4%since Sep 2023
Market sensitivityBeta, 5 years
AOTG 1.45LRGC 1.00

AOTG and LRGC in the news

All news⁠

Popular comparisons

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    AOT Growth and Innovation ETF · JPMorgan U.S. Research Enhanced Large Cap ETF

    Expense ratio
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    Category
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