XCHGAb US Equity ETF

Grow my moneyNewRanked #1,725 of 2,960 in this goal

Seeks long-term growth of capital.

By AllianceBernstein · Launched 2025

Annual Cost

0.50%

#2,576 of 5,562 · average

Fund Size

$702M

#1,319 of 5,562 · large

Return (1Y)Goal

N/A

Track Record

6 months

#5,096 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,636+6.4%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 42.4% of fundmoderately concentrated

NVIDIA CorpNVDA

8.0%

Microsoft CorpMSFT

6.1%

Apple IncAAPL

5.3%

Amazon.com IncAMZN

5.1%

Alphabet Inc Class CGOOG

4.2%

Broadcom IncAVGO

3.8%

Meta Platforms Inc Class AMETA

3.2%

Visa Inc Class AV

2.5%

Alphabet Inc Class AGOOGL

2.5%

Taiwan Semiconductor Manufacturing Co Ltd ADRTSM

1.7%

Asset allocation

Stocks

99.7%

Cash

0.2%

Other

0.1%

By sector

Technology

34.2%

Communication

13.3%

Financial Services

13.2%

Industrials

10.1%

Healthcare

9.2%

Consumer Cyclical

8.8%

Consumer Defensive

3.4%

Energy

2.6%

Other

5.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-9.7%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks long-term growth of capital.
Strategy: Actively managed ETF investing primarily in U.S. equity securities, focusing on mid- and large-cap companies. Utilizes fundamental and quantitative research for stock selection and risk management.
Inception date: December 12, 2025
Fund family: AllianceBernstein