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XCHG vs DUSA

Ab US Equity ETF vs Davis Select U.S. Equity ETF

XCHG

Ab US Equity ETF

AllianceBernstein

Annual cost

0.50%

Fund size

$685M

DUSA

Davis Select U.S. Equity ETF

Davis ETFs

Annual cost

0.59%

Fund size

$1.2B

Key differences

  • XCHG costs 0.09% less per year.
  • DUSA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XCHGDUSA
Annual cost (TER)0.50%0.59%
Fund size (AUM)$685M$1.2B
Since20252017
Dividend yield0.89%
Asset classequityequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+30.7%
CAGR 3YN/A+25.9%
CAGR 5YN/A+11.0%
Sharpe 3YN/A1.28
Volatility 1Y13.03%
Max drawdown-9.67%-36.71%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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