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ISBG vs XCOR

IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF vs Fundx ETF

ISBG

IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF

Annual cost

1.14%

Fund size

$5M

XCOR

Fundx ETF

Annual cost

1.15%

Fund size

$193M

Key differences

ISBG is an alternative ETF, while XCOR is an equity ETF. ISBG charges 1.14% a year and XCOR 1.15%.

  • ISBG is an alternative fund, while XCOR is an equity fund. They carry different risk/return profiles.
  • XCOR is much larger than ISBG. 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

ISBGXCOR
Annual cost (TER)1.14%1.15%
Fund size (AUM)$5M$193M
Since20262001
Dividend yield0.38%
Asset classalternativeequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+24.8%
CAGR 3YN/A+22.5%
CAGR 5YN/AN/A
Sharpe 3YN/A1.06
Volatility 1Y13.29%
Max drawdown-49.42%-22.54%

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

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