Screener
CSM vs XCOR
ProShares Large Cap Core Plus vs Fundx ETF
Key differences
CSM is an alternative ETF, while XCOR is an equity ETF. CSM charges 0.45% a year and XCOR 1.15%.
- CSM is an alternative fund, while XCOR is an equity fund. They carry different risk/return profiles.
- CSM costs 0.70% less per year.
- XCOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CSM | XCOR | |
|---|---|---|
| Annual cost (TER) | 0.45% | 1.15% |
| Fund size (AUM) | $524M | $193M |
| Since | 2009 | 2001 |
| Dividend yield | 1.00% | 0.38% |
| Asset class | alternative | equity |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +23.0% | +24.6% |
| CAGR 3Y | +20.7% | +21.5% |
| CAGR 5Y | +12.8% | N/A |
| Sharpe 3Y | 1.07 | 1.01 |
| Volatility 1Y | 12.19% | 13.29% |
| Max drawdown | -36.11% | -22.54% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.