IWFG vs LRGC

IWFGBNYLI Winslow Focused Large Cap Growth ETF

LRGCAAB US Large Cap Strategic Equities ETF

In short

IWFG Winslow Capital is a growth-only shop, and IWFG is its concentrated cut: roughly two dozen US large-cap growth names, non-diversified by design, at 0.46% net of a waiver through August 28, 2027.

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

IWFG The Fund’s stated objective is long-term capital appreciation.

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

• IWFG Concentration is the product: around two dozen large US growth names, non-diversified by design, so the team's top ideas carry real weight instead of being diluted by a long tail.sec.gov
• 0.46% net of a waiver through August 28, 2027, which lands below the median fee among its conviction-growth peers.
• Not a side project: Winslow runs US large-cap growth money for institutions and separate accounts, and this ETF is the focused, high-conviction version of that research.nylim.comnylim.com 2
• At least 80% of net assets sit in companies above $4 billion in market cap, so it stays a large-cap sleeve rather than drifting down the size scale.sec.gov

• 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

• IWFG A 20-something-stock, non-diversified book cuts both ways: one name's stumble or surge shows up in results fast, and sector bets can get lopsided.sec.gov
• That 0.46% rests on a waiver running through August 28, 2027. Gross expenses are 0.94%, so the cost rises if the waiver is not extended.
• Small fund, light trading volume, and a mandate aimed at long-term capital appreciation rather than income, so spreads can be wider than at the giant growth index funds.

• 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 IWFG profile⁠

Full LRGC profile⁠