XTJA ranks 4th and UXAP 8th of 12 funds in the S&P 500 Accelerated Category.
UXAP vs XTJA
XTJA −0.06pt a year
0.85%0.79%
XTJA 2.1×the volume
1.3K2.7K
UXAP vs XTJA Performance
+10.6%+13.4%
- UXAP 0.85%
- XTJA 0.79%, better
- UXAP $13M
- XTJA $17M
- UXAP +10.6%
- XTJA +13.4%, better
- UXAP 3
- XTJA 3
- UXAP 1.3K sh
- XTJA 2.7K sh, better
- UXAP $43.18
- XTJA $35.28
ETF.net Grade
| Pillar | UXAP | XTJA |
|---|---|---|
| Cost | F24 | B63Higher |
| Mission | ||
| Risk | D29 | C53Higher |
| Tradability | D39 | B67Higher |
| Holdings | ||
| Durability | C52 | C53Higher |
Rank among S&P 500 Accelerated funds
Same Category. UXAP and XTJA are both graded against the same 12 S&P 500 Accelerated funds, so their Grades compare head to head.
UXAP vs XTJA Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
UXAP vs XTJA Cost
Overpaying UXAP vs XTJA
$1,025
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
UXAP 0.85%
$16,199
XTJA 0.79%
$15,174
Cost over time
Year by year
| Year | UXAP | XTJA | Overpaying |
|---|---|---|---|
| 10 | $1,508 | $1,405 | $103 |
| 20 | $5,706 | $5,331 | $375 |
| 30 | $16,199 | $15,174 | $1,025 |
- 0.85%UXAP
- 0.79%XTJA, cheaper
- Middle half of S&P 500 Accelerated funds
- Median 0.79%
XTJA 3rd cheapest of 12 funds
UXAP 8th cheapest of 12 funds
UXAP vs XTJA Dividends
- UXAP None
- XTJA None
Distribution history
UXAP vs XTJA Risk
Fall from peak · 5 years
Risk facts
- Volatility
- UXAP 13.8%XTJA 8.1%
- Return per unit of risk
- UXAP 1.38XTJA 1.26
- Worst fall
- UXAP −10.4%XTJA −26.2%
- Market sensitivity
- UXAP 1.14XTJA 0.57
Popular comparisons
- 0.85% · 0.53%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.79% · 0.53%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.85% · 0.79%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.79% · 0.79%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.85% · 0.79%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.79% · 0.79%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.