Screener
MSMR vs XCOR
McElhenny Sheffield Managed Risk ETF vs Fundx ETF
Key differences
- MSMR costs 0.09% less per year.
- Over the last 3 years, XCOR has delivered higher annualized returns.
- XCOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MSMR | XCOR | |
|---|---|---|
| Annual cost (TER) | 1.06% | 1.15% |
| Fund size (AUM) | $166M | $180M |
| Since | 2021 | 2001 |
| Dividend yield | 1.88% | 0.41% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +25.9% | +29.1% |
| CAGR 3Y | +20.5% | +22.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.40 | 1.08 |
| Volatility 1Y | 12.03% | 12.85% |
| Max drawdown | -14.86% | -22.54% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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