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XCHG vs FDIV

Ab US Equity ETF vs MarketDesk Focused U.S. Dividend ETF

XCHG

Ab US Equity ETF

Annual cost

0.50%

Fund size

$702M

FDIV

MarketDesk Focused U.S. Dividend ETF

Annual cost

0.35%

Fund size

$70M

Key differences

Both XCHG and FDIV are equity ETFs. XCHG charges 0.50% a year and FDIV 0.35%. The main difference: FDIV costs 0.15% less per year.

  • FDIV costs 0.15% less per year.
  • XCHG is much larger than FDIV. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

XCHGFDIV
Annual cost (TER)0.50%0.35%
Fund size (AUM)$702M$70M
Since20252023
Dividend yield2.86%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+8.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y12.78%
Max drawdown-9.67%-18.60%

Similar to XCHG and FDIV