Screener
XCOR vs CGUS
Fundx ETF vs Capital Group Core Equity ETF
Key differences
Both XCOR and CGUS are equity ETFs. XCOR charges 1.15% a year and CGUS 0.33%. The main difference: CGUS costs 0.82% less per year.
- CGUS costs 0.82% less per year.
- CGUS is much larger than XCOR. Larger funds are usually more liquid and less likely to close.
- XCOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XCOR | CGUS | |
|---|---|---|
| Annual cost (TER) | 1.15% | 0.33% |
| Fund size (AUM) | $193M | $10.8B |
| Since | 2001 | 2022 |
| Dividend yield | 0.38% | 0.87% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +24.6% | +20.2% |
| CAGR 3Y | +21.5% | +21.1% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.01 | 1.15 |
| Volatility 1Y | 13.29% | 12.76% |
| Max drawdown | -22.54% | -22.15% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.