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USMD vs USRD

CoreValues America First Technology ETF vs Themes US R&D Champions ETF

USMD

CoreValues America First Technology ETF

Annual cost

0.87%

Fund size

$0.3M

USRD

Themes US R&D Champions ETF

Annual cost

0.29%

Fund size

$1M

Key differences

  • USRD costs 0.58% less per year.
  • USRD is significantly larger than USMD — larger funds tend to be more liquid and less likely to close.
  • USMD follows a active selection strategy; USRD uses index tracking.

Side-by-side comparison

USMDUSRD
Annual cost (TER)0.87%0.29%
Fund size (AUM)$0.3M$1M
Since20262023
Dividend yield0.40%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+26.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y16.40%
Max drawdown-9.51%-23.79%

Similar to USMD and USRD