LRGC vs QDVO

LRGCAAB US Large Cap Strategic Equities ETF

QDVOBAmplify CWP Growth & Income 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.

QDVO Most option-income funds chase the payout and let growth ride in back. QDVO flips the order: a concentrated book of U.S. growth stocks first, with call writing used tactically on individual names to generate monthly income second.

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.

QDVO The actively managed Fund seeks capital appreciation primarily and high current income secondarily. It invests mainly in growth-oriented U.S. equities and tactically writes call options to seek additional income.

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

• QDVO Growth leads by mandate. Capital appreciation is the primary objective and income the secondary one, with calls written tactically instead of blanketed across the whole portfolio.
• A 0.56% expense ratio sits well under the going rate for actively managed option-income ETFs, and matches what Amplify charges on its dividend-side sibling, DIVO.
• Same Capital Wealth Planning shop that runs DIVO, pointed at growth names instead of dividend payers. It stands among the stronger builds in a crowded option-income field.
• Pays monthly and changes hands readily, so building or trimming a position doesn't mean fighting the order book.

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.

• QDVO Every call written trades away some upside on that holding. Writing selectively limits the drag, but in a sharp growth rally you own less of the run.
• Launched in 2024, so there's no full market cycle on the tape yet and the risk record is still short.
• Roughly 40 growth names means a single-stock stumble lands harder here than it would in a broad index fund.

Full LRGC profile⁠

Full QDVO profile⁠