Screener
XCHG vs DFNL
Ab US Equity ETF vs Davis Select Financial ETF
Key differences
- XCHG costs 0.11% less per year.
- XCHG covers north america markets; DFNL covers global.
- DFNL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XCHG | DFNL | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.61% |
| Fund size (AUM) | $685M | $469M |
| Since | 2025 | 2017 |
| Dividend yield | — | 1.40% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +16.7% |
| CAGR 3Y | N/A | +24.1% |
| CAGR 5Y | N/A | +10.9% |
| Sharpe 3Y | N/A | 1.14 |
| Volatility 1Y | — | 14.63% |
| Max drawdown | -9.67% | -44.51% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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