LRGC vs. FGLGX

In the year-to-date period, LRGC achieves a -0.09% return, which is significantly lower than FGLGX's 5.88% return.

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LRGC has a 0.48% expense ratio, which is higher than FGLGX's 0.00% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for AB US Large Cap Strategic Equities ETF (LRGC) and Fidelity Series Large Cap Stock Fund (FGLGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current LRGC Sharpe Ratio is 0.55, which is lower than the FGLGX Sharpe Ratio of 0.94. The chart below compares the historical Sharpe Ratios of LRGC and FGLGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LRGC's dividend yield for the trailing twelve months is around 0.46%, less than FGLGX's 7.54% yield.

The maximum LRGC drawdown since its inception was -19.38%, smaller than the maximum FGLGX drawdown of -36.42%. Use the drawdown chart below to compare losses from any high point for LRGC and FGLGX.

AB US Large Cap Strategic Equities ETF (LRGC) has a higher volatility of 4.75% compared to Fidelity Series Large Cap Stock Fund (FGLGX) at 4.20%. This indicates that LRGC's price experiences larger fluctuations and is considered to be riskier than FGLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.