LRGC vs SGRT

LRGCAAB US Large Cap Strategic Equities ETF

SGRTCSMART Earnings Growth 30 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.

SGRT Active, concentrated, and unapologetic about it: a compact roster of U.S. large caps picked for earnings growing faster than the market, with the S&P 500 as the yardstick. Launched in 2025, so the record is still being written.

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.

SGRT The Fund seeks long-term capital appreciation. It actively invests in U.S.-listed large-cap equities selected for potential above-market earnings growth versus broader equity markets.

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

• SGRT The mandate is specific: actively pick U.S.-listed large caps with above-market earnings growth, and get measured against the S&P 500. Easy to hold accountable.
• The "30" is the strategy. A compact roster means each holding carries real weight, unlike a broad index sleeve where one winner barely moves the needle.
• Not a fund you trade by appointment: it changes hands with reasonable regularity for something this new.
• Standard 1940 Act ETF plumbing behind it, so no exotic wrapper to decode before you look at the holdings.

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.

• SGRT At 0.59% it prices above the typical fee in its group, and peers working the same enhanced large-cap idea charge far less: JUSA at 0.12%, FELG at 0.18%.
• A 2025 launch means the track record is short and has not yet spanned a full market cycle, so the stock picking is largely untested.
• Concentration cuts both ways: with few names, a single earnings miss lands harder than it would across a 500-stock portfolio.

Full LRGC profile⁠

Full SGRT profile⁠