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XCHG vs TAFM

Ab US Equity ETF vs AB Tax-Aware Intermediate Municipal ETF

XCHG

Ab US Equity ETF

Annual cost

0.50%

Fund size

$702M

TAFM

AB Tax-Aware Intermediate Municipal ETF

Annual cost

0.28%

Fund size

$612M

Key differences

XCHG is an equity ETF, while TAFM is a fixed income ETF. XCHG charges 0.50% a year and TAFM 0.28%.

  • XCHG is an equity fund, while TAFM is a fixed income fund. They carry different risk/return profiles.
  • TAFM costs 0.22% less per year.

Side-by-side comparison

XCHGTAFM
Annual cost (TER)0.50%0.28%
Fund size (AUM)$702M$612M
Since20252023
Dividend yield3.67%
Asset classequityfixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+7.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.21%
Max drawdown-9.67%-4.74%

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

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