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XCHG vs TAFI

Ab US Equity ETF vs AB Tax-Aware Short Duration Municipal ETF

XCHG

Ab US Equity ETF

Annual cost

0.50%

Fund size

$702M

TAFI

AB Tax-Aware Short Duration Municipal ETF

Annual cost

0.27%

Fund size

$1.3B

Key differences

XCHG is an equity ETF, while TAFI is a fixed income ETF. XCHG charges 0.50% a year and TAFI 0.27%.

  • XCHG is an equity fund, while TAFI is a fixed income fund. They carry different risk/return profiles.
  • TAFI costs 0.23% less per year.

Side-by-side comparison

XCHGTAFI
Annual cost (TER)0.50%0.27%
Fund size (AUM)$702M$1.3B
Since20252022
Dividend yield3.17%
Asset classequityfixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+4.1%
CAGR 3YN/A+3.7%
CAGR 5YN/AN/A
Sharpe 3YN/A0.05
Volatility 1Y1.46%
Max drawdown-9.67%-2.14%

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

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