LRGC vs LRGE

LRGCAAB US Large Cap Strategic Equities ETF

LRGEBClearBridge Large Cap Growth Select ETF

In short

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.

LRGE One of the earlier active large-cap growth ETFs (2017), ClearBridge runs a tight book of roughly 30 names instead of a lightly tweaked index. Priced below the typical active growth fund, with the concentration that real conviction implies.

Stated mandate

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.

LRGE The fund seeks long-term capital appreciation by investing in large-capitalization companies.

Why people hold it

• 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

• LRGE Roughly 30 stocks, so every name carries weight. This is a stock-picker's portfolio, not an index wearing an active label.
• 0.48% a year, under the median for its active US large-cap growth peer group.
• Live since 2017, well before the active-ETF land rush, and it has stayed tightly aligned with its stated large-cap growth mandate.
• Sits among the stronger implementations in a crowded field of high-conviction US growth funds.

Worth knowing

• 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.

• LRGE Volume is light next to the category's household names, so spreads can run wider and large orders need more care.
• Cheap for active, not cheap outright: index-plus peers such as JUSA (0.12%) and FELG (0.18%) charge a fraction of the fee.
• A book this concentrated moves differently from a broad growth index. One stumble in a top position shows up clearly.

Full LRGC profile⁠

Full LRGE profile⁠