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ETFT vs XCOR

Fundsmith Equity ETF vs Fundx ETF

ETFT

Fundsmith Equity ETF

Annual cost

Fund size

XCOR

Fundx ETF

Annual cost

1.15%

Fund size

$193M

Key differences

ETFT is an alternative ETF, while XCOR is an equity ETF.

  • ETFT is an alternative fund, while XCOR is an equity fund. They carry different risk/return profiles.
  • ETFT follows a long short strategy; XCOR uses active selection.

Side-by-side comparison

ETFTXCOR
Annual cost (TER)1.15%
Fund size (AUM)$193M
Since2001
Dividend yield0.38%
Asset classalternativeequity
Regionnorth america
Strategylong shortactive selection
CAGR 1YN/A+26.1%
CAGR 3YN/A+22.5%
CAGR 5YN/AN/A
Sharpe 3YN/A1.06
Volatility 1Y13.61%
Max drawdown-14.76%-22.54%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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