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XCHG vs AFSC

Ab US Equity ETF vs abrdn Focused U.S. Small Cap Active ETF

XCHG

Ab US Equity ETF

Annual cost

0.50%

Fund size

$702M

AFSC

abrdn Focused U.S. Small Cap Active ETF

Annual cost

0.65%

Fund size

$11M

Key differences

Both XCHG and AFSC are equity ETFs. XCHG charges 0.50% a year and AFSC 0.65%. The main difference: XCHG costs 0.15% less per year.

  • XCHG costs 0.15% less per year.
  • XCHG is much larger than AFSC. Larger funds are usually more liquid and less likely to close.
  • AFSC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XCHGAFSC
Annual cost (TER)0.50%0.65%
Fund size (AUM)$702M$11M
Since20252004
Dividend yield0.07%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+32.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y18.98%
Max drawdown-9.67%-21.68%

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

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