CARK vs RGLO
Comparison between CASTLEARK LARGE GROWTH ETF (CARK, ETF) and RUSSELL INVESTMENTS GLOBAL EQUITY ETF (RGLO, ETF).
CARK vs RGLO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CARK
$309M
RGLO
$309M
Expense Ratio
CARK
0.54%
Winner
RGLO
0.49%
Max Drawdown
CARK
25.24%
Winner
RGLO
9.61%
Sharpe Ratio
CARK
0.80
Winner
RGLO
1.57
5Y Beta
CARK
1.21
Winner
RGLO
1.01
P/E Ratio
CARK
36.14
Winner
RGLO
29.59
Forward P/E
CARK
27.47
Winner
RGLO
22.73
PEG Ratio
Winner
CARK
0.48
RGLO
0.56
5Y EPS CAGR
CARK
43.83%
RGLO
N/A
Debt to Equity
CARK
43.19%
RGLO
N/A
P/S Ratio
CARK
9.80
Winner
RGLO
0.16
P/B Ratio
CARK
14.11
Winner
RGLO
6.40
CARK vs RGLO - Holdings Comparison
CARK and RGLO have 18 common holdings. Overlap is 20.51%
CARK's top 25 holdings weight is 97.84%. RGLO's top 25 holdings weight is 43.02%.
| Rank | CARK | RGLO |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 16.78% | S&P500 EMINI FUT JUN26 XCME 20260618 (n/a) - 7.43% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 11.07% | NVIDIA CORP (NVDA) - 4.88% |
| #3 | APPLE INC (AAPL) - 7.18% | APPLE INC (AAPL) - 4.30% |
| #4 | MICROSOFT CORP (MSFT) - 6.71% | ALPHABET INC CLASS C (GOOG) - 3.21% |
| #5 | LAM RESEARCH CORP (LRCX) - 5.92% | AMAZON.COM INC (AMZN) - 3.12% |
| #6 | CASH (n/a) - 5.09% | MICROSOFT CORP (MSFT) - 2.74% |
| #7 | ELI LILLY AND CO (LLY) - 4.98% | BROADCOM INC (AVGO) - 1.91% |
| #8 | BROADCOM INC (AVGO) - 4.32% | META PLATFORMS INC CLASS A (META) - 1.82% |
| #9 | ARISTA NETWORKS INC (ANET) - 4.19% | ALPHABET INC CLASS A (GOOGL) - 1.42% |
| #10 | VISA INC CLASS A (V) - 3.79% | n/a (TSM) - 1.38% |
| #11 | AMAZON.COM INC (AMZN) - 3.77% | S&P/TSX 60 IX FUT JUN26 XMOD 20260618 (n/a) - 1.36% |
| #12 | META PLATFORMS INC CLASS A (META) - 3.06% | US DOLLAR (n/a) - 1.01% |
| #13 | GE VERNOVA INC (GEV) - 2.59% | APPLIED MATERIALS INC (AMAT) - 0.93% |
| #14 | MASTERCARD INC CLASS A (MA) - 2.35% | RITC US CASH MANAGEMENT FD (n/a) - 0.89% |
| #15 | VERTIV HOLDINGS CO CLASS A (VRT) - 2.16% | SAMSUNG ELECTRONICS CO LTD (n/a) - 0.85% |
| #16 | SERVICENOW INC (NOW) - 1.97% | ELI LILLY AND CO (LLY) - 0.84% |
| #17 | GILEAD SCIENCES INC (GILD) - 1.91% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.81% |
| #18 | TAPESTRY INC (TPR) - 1.91% | E-MINI RUSS 2000 JUN26 XCME 20260618 (n/a) - 0.80% |
| #19 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.45% | UNITEDHEALTH GROUP INC (UNH) - 0.76% |
| #20 | ADVANCED MICRO DEVICES INC (AMD) - 1.32% | TESLA INC (TSLA) - 0.75% |
| #21 | ULTA BEAUTY INC (ULTA) - 1.25% | BRITISH AMERICAN TOBACCO PLC (n/a) - 0.37% |
| #22 | BOOKING HOLDINGS INC (BKNG) - 1.19% | WALMART INC (WMT) - 0.36% |
| #23 | CHARLES SCHWAB CORP (SCHW) - 1.12% | UBER TECHNOLOGIES INC (UBER) - 0.36% |
| #24 | AUTODESK INC (ADSK) - 0.96% | TRANSDIGM GROUP INC (TDG) - 0.36% |
| #25 | ANALOG DEVICES INC (ADI) - 0.80% | VERTEX PHARMACEUTICALS INC (VRTX) - 0.36% |
| Total Holdings | 29 | 334 |
CARK vs RGLO - Historical Returns
Returns include dividend reinvestment.
1M
CARK
+1.23%
Winner
RGLO
+1.86%
3M
Winner
CARK
+8.69%
RGLO
+7.07%
6M
CARK
+4.88%
Winner
RGLO
+9.35%
1Y
CARK
+17.50%
Winner
RGLO
+26.22%
Max(CAGR)
CARK
+18.27%
Winner
RGLO
+26.55%
CARK vs RGLO - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | CARK | RGLO |
|---|---|---|
| 2026 | +4.53% | +8.01% |
| 2025 | +10.53% | +17.38% |
| 2024 | +28.67% | N/A |
| 2023 | +3.57% | N/A |
CARK vs RGLO Drawdown Comparison
The maximum drawdown for CARK was -25.22%, occurring on Apr 8, 2025. Recovery took 154 trading sessions.
The maximum drawdown for RGLO was -9.61%, occurring on Mar 27, 2026. Recovery took 33 trading sessions.
The current CARK drawdown is -4.93%. The current RGLO drawdown is -2.74%.
| Rank | CARK | RGLO |
|---|---|---|
| #1 | -25.22% Dec 11, 2024 - Jul 28, 2025 | -9.61% Feb 26, 2026 - Apr 15, 2026 |
| #2 | -16.50% Oct 29, 2025 - May 6, 2026 | -4.92% Oct 29, 2025 - Dec 3, 2025 |
| #3 | -14.79% Jul 10, 2024 - Dec 2, 2024 | -3.24% Oct 6, 2025 - Oct 24, 2025 |
| #4 | -7.76% Mar 21, 2024 - May 21, 2024 | -3.11% Jul 24, 2025 - Aug 12, 2025 |
| #5 | -4.93% Jun 1, 2026 - Jun 5, 2026 | -2.74% Jun 1, 2026 - Jun 5, 2026 |
| #6 | -3.36% Feb 9, 2024 - Feb 22, 2024 | -2.56% Jan 12, 2026 - Jan 26, 2026 |
| #7 | -3.31% Oct 9, 2025 - Oct 27, 2025 | -2.45% Jan 27, 2026 - Feb 10, 2026 |
| #8 | -2.92% Dec 28, 2023 - Jan 10, 2024 | -2.24% May 14, 2026 - May 26, 2026 |
| #9 | -2.69% May 14, 2026 - May 28, 2026 | -2.12% Jun 10, 2025 - Jun 24, 2025 |
| #10 | -2.64% Sep 22, 2025 - Oct 6, 2025 | -2.00% Dec 11, 2025 - Dec 22, 2025 |
| #11 | -2.58% Jun 18, 2024 - Jul 2, 2024 | -1.65% Apr 17, 2026 - May 1, 2026 |
| #12 | -2.53% Aug 14, 2025 - Aug 28, 2025 | -1.47% Sep 22, 2025 - Oct 1, 2025 |
| #13 | -2.42% Jul 28, 2025 - Aug 6, 2025 | -1.41% Aug 28, 2025 - Sep 8, 2025 |
| #14 | -2.30% May 28, 2024 - Jun 5, 2024 | -1.25% Aug 14, 2025 - Aug 22, 2025 |
| #15 | -2.24% Aug 28, 2025 - Sep 9, 2025 | -1.14% Feb 11, 2026 - Feb 20, 2026 |
Correlation
Correlation between CARK and RGLO is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2024 - 2025)
CARK vs RGLO dividend yield comparison.
| Year | CARK | RGLO |
|---|---|---|
| 2025 | 0.01% | 0.63% |
| 2024 | 0.02% | 0.00% |
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