Screener
ANEW vs XCOR
ProShares MSCI Transformational Changes ETF vs Fundx ETF
Key differences
Both ANEW and XCOR are equity ETFs. ANEW charges 0.45% a year and XCOR 1.15%. The main difference: ANEW follows a index tracking strategy; XCOR uses active selection.
- ANEW follows a index tracking strategy; XCOR uses active selection.
- ANEW costs 0.70% less per year.
- XCOR is much larger than ANEW. Larger funds are usually more liquid and less likely to close.
- Over the last three years, XCOR has delivered higher annualized returns.
- XCOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ANEW | XCOR | |
|---|---|---|
| Annual cost (TER) | 0.45% | 1.15% |
| Fund size (AUM) | $8M | $193M |
| Since | 2020 | 2001 |
| Dividend yield | 0.61% | 0.38% |
| Asset class | equity | equity |
| Region | — | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +2.8% | +24.8% |
| CAGR 3Y | +13.8% | +22.5% |
| CAGR 5Y | +3.5% | N/A |
| Sharpe 3Y | 0.68 | 1.06 |
| Volatility 1Y | 13.47% | 13.29% |
| Max drawdown | -39.87% | -22.54% |
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