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MAKX vs EXI

ProShares S&P Kensho Smart Factories ETF vs iShares Global Industrials ETF

MAKX

ProShares S&P Kensho Smart Factories ETF

Annual cost

0.58%

Fund size

$5M

EXI

iShares Global Industrials ETF

Annual cost

0.39%

Fund size

$1.4B

Key differences

Both MAKX and EXI are equity ETFs. MAKX charges 0.58% a year and EXI 0.39%. The main difference: MAKX covers North America; EXI covers global markets.

  • MAKX covers North America; EXI covers global markets.
  • EXI costs 0.19% less per year.
  • EXI is much larger than MAKX. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, MAKX has delivered higher annualized returns.
  • EXI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MAKXEXI
Annual cost (TER)0.58%0.39%
Fund size (AUM)$5M$1.4B
Since20212006
Dividend yield0.10%1.18%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+70.0%+20.7%
CAGR 3Y+26.3%+21.3%
CAGR 5YN/A+11.0%
Sharpe 3Y0.861.08
Volatility 1Y30.00%16.02%
Max drawdown-40.27%-39.56%

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

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