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GPT vs XCOR

Intelligent Alpha Atlas ETF vs Fundx ETF

GPT

Intelligent Alpha Atlas ETF

Annual cost

0.69%

Fund size

$23M

XCOR

Fundx ETF

Annual cost

1.15%

Fund size

$193M

Key differences

Both GPT and XCOR are equity ETFs. GPT charges 0.69% a year and XCOR 1.15%. The main difference: GPT costs 0.46% less per year.

  • GPT costs 0.46% less per year.
  • XCOR is much larger than GPT. Larger funds are usually more liquid and less likely to close.
  • XCOR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GPTXCOR
Annual cost (TER)0.69%1.15%
Fund size (AUM)$23M$193M
Since20242001
Dividend yield0.67%0.38%
Asset classequityequity
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+24.6%+24.6%
CAGR 3YN/A+21.5%
CAGR 5YN/AN/A
Sharpe 3YN/A1.01
Volatility 1Y17.97%13.29%
Max drawdown-25.59%-22.54%

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

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