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USMD vs AIFD

CoreValues America First Technology ETF vs TCW Artificial Intelligence ETF

USMD

CoreValues America First Technology ETF

Annual cost

0.87%

Fund size

$0.3M

AIFD

TCW Artificial Intelligence ETF

Annual cost

0.75%

Fund size

$131M

Key differences

Both USMD and AIFD are equity ETFs. USMD charges 0.87% a year and AIFD 0.75%. The main difference: USMD covers North America; AIFD covers global markets.

  • USMD covers North America; AIFD covers global markets.
  • AIFD costs 0.12% less per year.
  • AIFD is much larger than USMD. Larger funds are usually more liquid and less likely to close.
  • AIFD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

USMDAIFD
Annual cost (TER)0.87%0.75%
Fund size (AUM)$0.3M$131M
Since20262017
Dividend yield0.00%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1YN/A+82.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y26.51%
Max drawdown-9.51%-33.20%

Similar to USMD and AIFD