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WRTH vs XRMI

Worth Charting Options Income ETF vs Global X S&P 500 Risk Managed Income ETF

WRTH

Worth Charting Options Income ETF

Annual cost

1.02%

Fund size

$31M

XRMI

Global X S&P 500 Risk Managed Income ETF

Annual cost

0.60%

Fund size

$50M

Key differences

Both WRTH and XRMI are alternative ETFs. WRTH charges 1.02% a year and XRMI 0.60%. The main difference: XRMI costs 0.42% less per year.

  • XRMI costs 0.42% less per year.
  • XRMI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WRTHXRMI
Annual cost (TER)1.02%0.60%
Fund size (AUM)$31M$50M
Since20262021
Dividend yield12.62%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1YN/A+8.8%
CAGR 3YN/A+6.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.46
Volatility 1Y5.43%
Max drawdown-0.79%-15.36%

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

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