Screener
FWD vs XCOR
AB Disruptors ETF vs Fundx ETF
Key differences
Both FWD and XCOR are equity ETFs. FWD charges 0.65% a year and XCOR 1.15%. The main difference: FWD costs 0.50% less per year.
- FWD costs 0.50% less per year.
- FWD is much larger than XCOR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FWD has delivered higher annualized returns.
- XCOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FWD | XCOR | |
|---|---|---|
| Annual cost (TER) | 0.65% | 1.15% |
| Fund size (AUM) | $2.9B | $193M |
| Since | 2023 | 2001 |
| Dividend yield | 0.08% | 0.38% |
| Asset class | equity | equity |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +61.4% | +24.8% |
| CAGR 3Y | +37.0% | +22.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.23 | 1.06 |
| Volatility 1Y | 25.15% | 13.29% |
| Max drawdown | -29.02% | -22.54% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.