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XCHG vs DWLD

Ab US Equity ETF vs Davis Select Worldwide ETF

XCHG

Ab US Equity ETF

AllianceBernstein

Annual cost

0.50%

Fund size

$685M

DWLD

Davis Select Worldwide ETF

Davis ETFs

Annual cost

0.62%

Fund size

$567M

Key differences

  • XCHG costs 0.12% less per year.
  • XCHG covers north america markets; DWLD covers global.
  • DWLD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XCHGDWLD
Annual cost (TER)0.50%0.62%
Fund size (AUM)$685M$567M
Since20252017
Dividend yield0.90%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1YN/A+21.0%
CAGR 3YN/A+21.4%
CAGR 5YN/A+7.6%
Sharpe 3YN/A0.98
Volatility 1Y14.70%
Max drawdown-9.67%-39.27%

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

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