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GOLY vs XCOR

Strategy Shares - Strategy Shares Gold Enhanced Yield ETF vs Fundx ETF

GOLY

Strategy Shares - Strategy Shares Gold Enhanced Yield ETF

Annual cost

Fund size

XCOR

Fundx ETF

Annual cost

1.15%

Fund size

$193M

Key differences

GOLY is a fixed income ETF, while XCOR is an equity ETF.

  • GOLY is a fixed income fund, while XCOR is an equity fund. They carry different risk/return profiles.
  • GOLY follows a multi strategy strategy; XCOR uses active selection.
  • Over the last three years, XCOR has delivered higher annualized returns.

Side-by-side comparison

GOLYXCOR
Annual cost (TER)1.15%
Fund size (AUM)$193M
Since2001
Dividend yield0.38%
Asset classfixed incomeequity
Regionnorth america
Strategymulti strategyactive selection
CAGR 1Y-0.3%+24.8%
CAGR 3Y+16.0%+22.5%
CAGR 5Y+5.4%N/A
Sharpe 3Y0.591.06
Volatility 1Y33.13%13.29%
Max drawdown-35.99%-22.54%

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

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