BRIF vs LRGC

BRIFCFIS Bright Portfolios Focused Equity ETF

LRGCAAB US Large Cap Strategic Equities ETF

In short

BRIF A biblically screened take on active US large caps: Bright Portfolios scores companies on values first, then on growth-at-a-reasonable-price fundamentals, and holds a focused slate of names instead of the whole index.

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

BRIF The Fund seeks long-term capital appreciation. It is actively managed and invests primarily in U.S. large-cap equities through a proprietary process combining quantitative screening with fundamental, qualitative, valuation, and technical analysis.

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

• BRIF The faith screen is the point, not a label: the sub-adviser's proprietary Bright Score process avoids activities it deems contrary to Christian values, then ranks what survives.prnewswire.com
• Genuinely active: a quantitative screen feeds fundamental, qualitative, valuation and technical review of US large caps, with a stated growth-at-a-reasonable-price (GARP) discipline.
• Not a one-off: Faith Investor Services runs a lineup of stock and bond ETFs built on the same values screening, with Bright Portfolios sub-advising this one.nasdaq.com

• 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

• BRIF 0.66% a year, above the typical fee in its active large-cap category, and no waiver trims it. Top-scoring peers JUSA and FELG charge 0.18%.
• A small fund that trades lightly, so spreads can run wider than a mega-cap index ETF's.
• Launched December 2024, so the record is short, and distributions land annually or semiannually rather than monthly.

• 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 BRIF profile⁠

Full LRGC profile⁠