Screener
ANEW vs SPXE
ProShares MSCI Transformational Changes ETF vs ProShares S&P 500 ex-Energy ETF
Key differences
Both ANEW and SPXE are equity ETFs. ANEW charges 0.45% a year and SPXE 0.09%. The main difference: ANEW covers global markets; SPXE covers North America.
- ANEW covers global markets; SPXE covers North America.
- SPXE costs 0.36% less per year.
- SPXE is much larger than ANEW. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SPXE has delivered higher annualized returns.
- SPXE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ANEW | SPXE | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.09% |
| Fund size (AUM) | $8M | $84M |
| Since | 2020 | 2015 |
| Dividend yield | 0.61% | 0.91% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +2.6% | +24.3% |
| CAGR 3Y | +13.1% | +22.1% |
| CAGR 5Y | +3.3% | +13.2% |
| Sharpe 3Y | 0.64 | 1.16 |
| Volatility 1Y | 13.62% | 12.83% |
| Max drawdown | -39.87% | -32.27% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.