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KNOW vs XCOR

Fundamentals First ETF vs Fundx ETF

KNOW

Fundamentals First ETF

Mason Capital Partners

Annual cost

1.09%

Fund size

$7M

XCOR

Fundx ETF

Fund X

Annual cost

1.15%

Fund size

$180M

Key differences

  • KNOW costs 0.06% less per year.
  • XCOR is significantly larger than KNOW — larger funds tend to be more liquid and less likely to close.
  • KNOW is classified as mixed asset, while XCOR is equity — different risk/return profiles.
  • XCOR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KNOWXCOR
Annual cost (TER)1.09%1.15%
Fund size (AUM)$7M$180M
Since20242001
Dividend yield1.37%0.41%
Asset classmixed assetequity
Region
Strategyactive selectionactive selection
CAGR 1Y+20.3%+29.1%
CAGR 3YN/A+22.9%
CAGR 5YN/AN/A
Sharpe 3YN/A1.08
Volatility 1Y9.73%12.85%
Max drawdown-15.99%-22.54%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to KNOW and XCOR