Screener
DEMZ vs USRD
Democratic Large Cap Core ETF vs Themes US R&D Champions ETF
Key differences
- USRD costs 0.16% less per year.
- DEMZ is significantly larger than USRD — larger funds tend to be more liquid and less likely to close.
- DEMZ follows a active selection strategy; USRD uses index tracking.
Side-by-side comparison
| DEMZ | USRD | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.29% |
| Fund size (AUM) | $59M | $1M |
| Since | 2020 | 2023 |
| Dividend yield | 0.46% | 0.40% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +26.4% | +26.5% |
| CAGR 3Y | +22.3% | N/A |
| CAGR 5Y | +13.3% | N/A |
| Sharpe 3Y | 1.16 | N/A |
| Volatility 1Y | 14.22% | 16.40% |
| Max drawdown | -27.17% | -23.79% |
Similar to DEMZ and USRD
Explore further