XCHGAb US Equity ETF
Seeks long-term growth of capital.
By AllianceBernstein · Launched 2025
Annual Cost
0.50%
#2,766 of 6,040 · average
Fund Size
$715M
#1,401 of 6,040 · large
Return (1Y)
N/A
Track Record
9 months
#4,993 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,968+9.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 33.6% of funddiversified
NVIDIA Corp
6.4%
Microsoft Corp
5.0%
Apple Inc
4.2%
Alphabet Inc
3.1%
Meta Platforms Inc
2.8%
Vanguard Total Stock Market ETF
2.8%
Amazon.com Inc
2.5%
Costco Wholesale Corp
2.3%
Broadcom Inc
2.2%
Alphabet Inc
2.2%
Asset allocation
Stocks
99.6%
Cash
0.3%
Other
0.1%
By sector
Technology
34.0%
Financial Services
14.6%
Communication
11.8%
Industrials
10.3%
Healthcare
10.1%
Consumer Cyclical
8.3%
Consumer Defensive
3.4%
Energy
2.8%
Other
4.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-9.6%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term growth of capital.
- Strategy
- Actively manages a portfolio primarily invested in equity securities of U.S. companies, focusing on mid- and large-capitalization firms. Utilizes fundamental and quantitative research to select stocks, aiming for outperformance over market cycles.
- Inception date
- December 12, 2025
- Fund family
- AllianceBernstein
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Data updated on 2026-09-18