GARY vs LRGC

GARYCMango Growth ETF

LRGCAAB US Large Cap Strategic Equities ETF

In short

GARY Mango skips the enhanced-index playbook most peers run: quant screens plus fundamental research, hunting secular and thematic growers with strong earnings power. Launched in 2025 and priced like the active fund it is.

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

GARY The Fund seeks long-term capital appreciation through active investment primarily in common stocks of companies with high growth characteristics. Its process combines quantitative analysis with fundamental research and generally emphasizes large-capitalization companies, while allowing investments across company sizes.

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

• GARY Actively run rather than index-shadowed: a quant screen narrows the field, then fundamental research picks the secular and thematic names with strong earnings power.
• Plain 1940 Act ETF wrapper. Ordinary brokerage access, 1099 tax reporting, no K-1 at year end.
• The portfolio is the strongest part of the story, built and spread better than most of its growth-conviction peer group.
• The mandate is stated plainly: US growth equity, no hidden style drift into value or income to decode.

• 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

• GARY The fee is 0.77% a year, above the typical charge in this peer group and several times what enhanced-index growth funds like JUSA and FELG carry.
• Launched in December 2025, so the quant-plus-fundamental process has a short public record and little data on how it handles a real drawdown.
• Trades lightly next to category heavyweights, so spreads can widen. Limit orders and mid-session trading matter more here than with a mega-fund.

• 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 GARY profile⁠

Full LRGC profile⁠