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XCHG vs IWB

Ab US Equity ETF vs iShares Russell 1000 ETF

XCHG

Ab US Equity ETF

AllianceBernstein

Annual cost

0.50%

Fund size

$685M

IWB

iShares Russell 1000 ETF

iShares

Annual cost

0.15%

Fund size

$46.2B

Key differences

  • IWB costs 0.35% less per year.
  • IWB is significantly larger than XCHG — larger funds tend to be more liquid and less likely to close.
  • XCHG follows a active selection strategy; IWB uses index tracking.
  • IWB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XCHGIWB
Annual cost (TER)0.50%0.15%
Fund size (AUM)$685M$46.2B
Since20252000
Dividend yield0.96%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+28.3%
CAGR 3YN/A+22.8%
CAGR 5YN/A+13.1%
Sharpe 3YN/A1.21
Volatility 1Y12.07%
Max drawdown-9.67%-34.60%

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

Similar to XCHG and IWB