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ZHOG vs XRMI

F/m Opportunistic Income ETF vs Global X S&P 500 Risk Managed Income ETF

ZHOG

F/m Opportunistic Income ETF

Annual cost

0.43%

Fund size

$46M

XRMI

Global X S&P 500 Risk Managed Income ETF

Annual cost

0.60%

Fund size

$50M

Key differences

ZHOG is a fixed income ETF, while XRMI is an alternative ETF. ZHOG charges 0.43% a year and XRMI 0.60%.

  • ZHOG is a fixed income fund, while XRMI is an alternative fund. They carry different risk/return profiles.
  • ZHOG follows a active selection strategy; XRMI uses option income.
  • ZHOG costs 0.17% less per year.

Side-by-side comparison

ZHOGXRMI
Annual cost (TER)0.43%0.60%
Fund size (AUM)$46M$50M
Since20232021
Dividend yield5.61%12.62%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+5.5%+8.8%
CAGR 3YN/A+6.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.46
Volatility 1Y1.58%5.43%
Max drawdown-3.66%-15.36%

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

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