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XCHG vs VALQ

Ab US Equity ETF vs American Century U.S. Quality Value ETF

XCHG

Ab US Equity ETF

AllianceBernstein

Annual cost

0.50%

Fund size

$685M

VALQ

American Century U.S. Quality Value ETF

American Century Investments

Annual cost

0.29%

Fund size

$306M

Key differences

  • VALQ costs 0.21% less per year.
  • XCHG follows a active selection strategy; VALQ uses index tracking.
  • VALQ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XCHGVALQ
Annual cost (TER)0.50%0.29%
Fund size (AUM)$685M$306M
Since20252018
Dividend yield1.80%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+17.4%
CAGR 3YN/A+15.3%
CAGR 5YN/A+9.0%
Sharpe 3YN/A0.91
Volatility 1Y11.25%
Max drawdown-9.67%-38.19%

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

Similar to XCHG and VALQ