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XCHG vs IWL

Ab US Equity ETF vs iShares Russell Top 200 ETF

XCHG

Ab US Equity ETF

AllianceBernstein

Annual cost

0.50%

Fund size

$685M

IWL

iShares Russell Top 200 ETF

iShares

Annual cost

0.15%

Fund size

$2.1B

Key differences

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

Side-by-side comparison

XCHGIWL
Annual cost (TER)0.50%0.15%
Fund size (AUM)$685M$2.1B
Since20252009
Dividend yield0.86%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+31.7%
CAGR 3YN/A+24.3%
CAGR 5YN/A+15.1%
Sharpe 3YN/A1.28
Volatility 1Y12.32%
Max drawdown-9.67%-32.71%

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

Similar to XCHG and IWL