Screener
XMAG vs ISMD
Defiance Large Cap ex-Mag 7 ETF vs Inspire Small/Mid Cap ETF
Key differences
Both XMAG and ISMD are equity ETFs. XMAG charges 0.35% a year and ISMD 0.53%. The main difference: XMAG costs 0.18% less per year.
- XMAG costs 0.18% less per year.
- ISMD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XMAG | ISMD | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.53% |
| Fund size (AUM) | $143M | $317M |
| Since | 2024 | 2017 |
| Dividend yield | 0.46% | 0.94% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +23.5% | +38.7% |
| CAGR 3Y | N/A | +16.2% |
| CAGR 5Y | N/A | +8.2% |
| Sharpe 3Y | N/A | 0.68 |
| Volatility 1Y | 11.60% | 18.81% |
| Max drawdown | -16.17% | -43.58% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.