GK vs LRGC

GKDAdvisorShares Gerber Kawasaki ETF

LRGCAAB US Large Cap Strategic Equities ETF

In short

GK A working wealth-management firm's conviction list, wrapped in an ETF. Active, US-only, about 30 growth stocks, benchmarked against the S&P 500. No index committee in the middle.

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

GK The Fund seeks long-term capital appreciation. It is actively managed and invests primarily in U.S. exchange-traded equity securities through a focused portfolio of growth stocks.

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

• GK Actively managed, not index-shadowing: a focused book of US exchange-traded growth stocks chosen for long-term capital appreciation.advisorshares.com
• Roughly 30 positions, so individual picks actually register. Conviction you can see, unlike a 300-name theme basket where any one name barely moves the needle.
• The mandate is legible: US-listed equities, growth tilt, measured against the S&P 500. You know what you own and what it is judged by.advisorshares.com
• Live since 2021, so the strategy has a real-market record rather than a backtest.

• 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

• GK 1.31% a year is roughly double the typical disruptive-innovation fund, and index peers like KOMP (0.20%) and XT (0.46%) charge a fraction of it.
• Small asset base and thin trading. Spreads can widen, so limit orders and quiet mid-session moments matter more here than with a mega-fund.
• About 30 US growth names means no geographic ballast and real single-stock risk. Distributions arrive once or twice a year; income is not the job.

• 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 GK profile⁠

Full LRGC profile⁠