ACGR vs XOVR
American Century Large Cap Growth ETF vs ERShares Private-Public Crossover ETF
Which is better, ACGR or XOVR?
Each has led over a different period.
ACGR has a lower expense ratio. ACGR led over 1Y, 5Y and the full window, XOVR over 3Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | ACGR | XOVR |
|---|---|---|
| Expense Ratio | 0.39%Best | 1.81% |
| AUM | $11M | $1.5B |
| Dividend Yield | 0.10% | 0.00% |
| Holdings | 94 | 33 |
| YTD Return | +7.66%Best | +6.41% |
| 1Y Return | +9.05%Best | +1.58% |
| 3Y Return (annualized) | +19.56% | +22.10%Best |
| 5Y Return (annualized) | +11.15%Best | +5.66% |
| Volatility (annualized) | 19.2%Best | 24.9% |
| Max Drawdown | -34.5%Best | -49.4% |
| $10,000 over 5 years | $16,965Best | $13,169 |
| Fund Family | American Century Investments | ERShares |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Jun 29, 2021 | Nov 7, 2017 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jul 1, 2021 to Oct 14, 2026 (5.3 years).
ACGR vs XOVR growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 5.3 years both funds cover.
ACGR vs XOVR Performance
American Century Large Cap Growth ETF (ACGR) is an ETF from American Century Investments and ERShares Private-Public Crossover ETF (XOVR) is an ETF from ERShares. Over the past year ACGR returned +9.05% while XOVR returned +1.58%. Year to date, ACGR is up 7.66% versus a gain of 6.41% for XOVR.
Over three years, ACGR compounded at +19.56% per year against +22.10% for XOVR; over five years the annualized figures are +11.15% and +5.66% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
XOVR has been the more volatile fund, with annualized monthly volatility of 24.9% compared with 19.2% for ACGR. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -34.5% for ACGR and -49.4% for XOVR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ACGR charges 0.39% per year while XOVR charges 1.81%. On a $10,000 position that is $39 vs $181 annually, a gap of $142 per year that compounds over a long holding period. On income, ACGR currently yields 0.10% against 0.00% for XOVR.
Holdings Overlap
At least 30.3% of ACGR's money is in holdings XOVR also owns.
Stated as a floor: for XOVR, our book for it covers 77.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
The two portfolios partly overlap.
8 positions in common, counted across the 93 positions we hold weights for in ACGR and 30 in XOVR, against full books of 94 and 33.
Top Shared Holdings
| Stock | Weight in ACGR | Weight in XOVR | Difference |
|---|---|---|---|
| NVDANvidia Corp | 13.38% | 9.73% | 3.65% |
| GOOGLAlphabet Inc | 11.90% | 5.74% | 6.16% |
| METAMeta Platforms Inc | 2.04% | 4.78% | 2.74% |
| VEEVVeeva Systems Inc | 0.28% | 3.64% | 3.36% |
| SPCXSpace Exploration Technologies | 0.28% | 2.44% | 2.16% |
| APPAppLovin Corp. Com Cl A | 0.53% | 2.17% | 1.64% |
| MUMicron Technology, Inc. | 0.90% | 1.70% | 0.80% |
| PLTRPalantir Technologies Inc | 1.02% | 1.19% | 0.17% |
30.3% of ACGR is already inside XOVR.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ACGR or XOVR?
ACGR has an expense ratio of 0.39% while XOVR charges 1.81%. ACGR is the cheaper option, by $142 a year on a $10,000 investment.
Which performed better, ACGR or XOVR?
Over the past year ACGR returned +9.05% vs +1.58% for XOVR, so ACGR leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ACGR or XOVR?
XOVR has been the more volatile fund at 24.9% annualized versus 19.2% for ACGR. Worst drawdown: ACGR -34.5% vs XOVR -49.4%.
Should I hold both ACGR and XOVR?
ACGR and XOVR have a monthly-return correlation of 0.87, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between ACGR and XOVR?
At least 30.3% of ACGR's money is in holdings XOVR also owns. Our book for XOVR is partial, so the real figure is this or higher. They hold 8 positions in common, counted across the 93 positions we hold weights for in ACGR and 30 in XOVR.
Which pays a higher dividend, ACGR or XOVR?
ACGR yields 0.10% while XOVR yields 0.00%, so ACGR currently pays the higher dividend yield.
Is XOVR better than ACGR?
ACGR has a lower expense ratio. ACGR led over 1Y, 5Y and the full window, XOVR over 3Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.