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XCHG vs JAVA

Ab US Equity ETF vs JPMorgan Active Value ETF

XCHG

Ab US Equity ETF

Annual cost

0.50%

Fund size

$702M

JAVA

JPMorgan Active Value ETF

Annual cost

0.44%

Fund size

$6.5B

Key differences

Both XCHG and JAVA are equity ETFs. XCHG charges 0.50% a year and JAVA 0.44%. The main difference: JAVA costs 0.06% less per year.

  • JAVA costs 0.06% less per year.
  • JAVA is much larger than XCHG. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

XCHGJAVA
Annual cost (TER)0.50%0.44%
Fund size (AUM)$702M$6.5B
Since20252021
Dividend yield1.25%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+23.4%
CAGR 3YN/A+17.2%
CAGR 5YN/AN/A
Sharpe 3YN/A1.02
Volatility 1Y11.33%
Max drawdown-9.67%-16.54%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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