LCLG vs LRGC

LCLGDLogan Capital Broad Innovative Growth ETF

LRGCAAB US Large Cap Strategic Equities ETF

In short

LCLG A Philadelphia-area stock shop's flagship growth list in ETF form: an unbenchmarked, hand-picked large-cap growth portfolio at 0.85%, converted from a mutual fund in 2022 and renamed back to Large Cap Growth in 2026.

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

LCLG Seek long-term capital appreciation by investing primarily in large-capitalization U.S. equity companies whose innovative or cutting-edge technologies or ideas may create competitive advantages and support durable earnings 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

• LCLG Actively run with no index to hug: holdings come from a three-part screen (top-down macro, fundamental research, technical confirmation), not a rules file.sec.govsec.gov 2
• The record predates the wrapper. LCLG is the accounting and performance survivor of a 2012-vintage Logan mutual fund that became an ETF in August 2022.sec.gov
• Not a side project: Logan Capital has been running this large-cap growth strategy since 1997, and the founding principals co-manage the growth portfolios.logancapital.comlogancapital.com 2

• 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

• LCLG At 0.85%, the fee sits above the category median and well above enhanced-index peers like JUSA and FELG at 0.18%. Stock picking carries that cost.
• Thinly traded and small by ETF standards, so spreads can be wider; limit orders matter more here than in a mega-fund.
• US large caps are the core, but the prospectus allows up to 20% in foreign issuers, including emerging markets. The mandate is appreciation, not income.sec.gov

• 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 LCLG profile⁠

Full LRGC profile⁠