RWLC vs ZHDG
Rayliant NxtGen Multifactor US Equity ETF vs ZEGA Buy and Hedge ETF
Which is better, RWLC or ZHDG?
RWLC has been ahead.
RWLC has a lower expense ratio. RWLC led over 1Y.
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 | RWLC | ZHDG |
|---|---|---|
| Expense Ratio | 0.32%Best | 0.95% |
| AUM | $100M | $31M |
| Dividend Yield | 12.70% | 2.42% |
| Holdings | 208 | 28 |
| YTD Return | +18.51%Best | +6.90% |
| 1Y Return | - | +8.99% |
| 3Y Return (annualized) | - | +14.14% |
| 5Y Return (annualized) | - | +6.03% |
| Fund Family | The Advisors Inner Circle Fund | Zega ETFs |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 15, 2021 | Jul 6, 2021 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
RWLC vs ZHDG 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
RWLC vs ZHDG Performance
Rayliant NxtGen Multifactor US Equity ETF (RWLC) is an ETF from The Advisors Inner Circle Fund and ZEGA Buy and Hedge ETF (ZHDG) is an ETF from Zega ETFs. Year to date, RWLC is up 18.51% versus a gain of 6.90% for ZHDG.
Past performance does not guarantee future results.
Fees and Cost Over Time
RWLC charges 0.32% per year while ZHDG charges 0.95%. On a $10,000 position that is $32 vs $95 annually, a gap of $63 per year that compounds over a long holding period. On income, RWLC currently yields 12.70% against 2.42% for ZHDG.
Holdings Overlap
We hold position weights for 101 holdings in RWLC and 2 in ZHDG, totalling 98.8% and 8.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 101 positions we hold weights for in RWLC and 2 in ZHDG, against full books of 208 and 28.
You are not choosing between two funds in isolation.
Whichever of RWLC and ZHDG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, RWLC or ZHDG?
RWLC has an expense ratio of 0.32% while ZHDG charges 0.95%. RWLC is the cheaper option, by $63 a year on a $10,000 investment.
Which pays a higher dividend, RWLC or ZHDG?
RWLC yields 12.70% while ZHDG yields 2.42%, so RWLC currently pays the higher dividend yield.
Is ZHDG better than RWLC?
RWLC has a lower expense ratio. RWLC led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.