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DFNL vs XCHG
Davis Select Financial ETF vs Ab US Equity ETF
Key differences
- XCHG costs 0.11% less per year.
- DFNL covers global markets; XCHG covers north america.
- DFNL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DFNL | XCHG | |
|---|---|---|
| Annual cost (TER) | 0.61% | 0.50% |
| Fund size (AUM) | $469M | $685M |
| Since | 2017 | 2025 |
| Dividend yield | 1.40% | — |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +17.0% | N/A |
| CAGR 3Y | +23.7% | N/A |
| CAGR 5Y | +11.2% | N/A |
| Sharpe 3Y | 1.12 | N/A |
| Volatility 1Y | 14.64% | — |
| Max drawdown | -44.51% | -9.67% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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