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