XTJA ranks 4th and UXJA 10th of 12 funds in the S&P 500 Accelerated Category.
UXJA vs XTJA
0.0%by weight
XTJA −0.06pt a year
0.85%0.79%
XTJA 2.4×the volume
1.11K2.72K
UXJA vs XTJA Performance
+12.5%+13.8%
- UXJA 0.85%
- XTJA 0.79%, better
- UXJA $11M
- XTJA $17M
- UXJA +12.5%
- XTJA +13.8%, better
- UXJA 3
- XTJA 3
- UXJA 1.11K sh
- XTJA 2.72K sh, better
- UXJA $36.99
- XTJA $34.75
ETF.net Grade
| Pillar | UXJA | XTJA |
|---|---|---|
| Cost | F24 | B63Higher |
| Mission | ||
| Risk | D30 | B55Higher |
| Tradability | D30 | A72Higher |
| Holdings | ||
| Durability | C47 | C53Higher |
Rank among S&P 500 Accelerated funds
Same Category. UXJA and XTJA are both graded against the same 12 S&P 500 Accelerated funds, so their Grades compare head to head.
UXJA vs XTJA Holdings
How UXJA and XTJA differ
0.0%
About this figure: UXJA holds other funds. We compare those funds, not the stocks inside them.
Level by level
- Holdings0.0%
- Sector98.3%
Sector
| Sector | More in UXJAMore in XTJA | Gap | UXJA | XTJA |
|---|---|---|---|---|
| Technology | UXJA +1.2 points | 39.4% | 38.2% | |
| Communication | UXJA +0.5 points | 8.9% | 8.4% | |
| Health Care | XTJA +0.5 points | 9.8% | 10.3% | |
| Financials | XTJA +0.3 points | 11.7% | 12.0% | |
| Consumer Staples | XTJA +0.3 points | 4.6% | 4.9% | |
| Energy | XTJA +0.2 points | 3.7% | 3.9% | |
| Industrials | XTJA +0.1 points | 7.5% | 7.6% | |
| Utilities | XTJA +0.1 points | 2.0% | 2.1% | |
| Real Estate | XTJA +0.1 points | 1.7% | 1.8% | |
| Consumer Discretionary | XTJA +0.1 points | 9.1% | 9.2% | |
| Materials | XTJA +0.1 points | 1.5% | 1.6% |
Country, concentration and asset class
Country
| Country | More in UXJAMore in XTJA | Gap | UXJA | XTJA |
|---|---|---|---|---|
| United States | Same weight | 99.5% | 99.5% | |
| Switzerland | Same weight | 0.3% | 0.3% | |
| China | Same weight | 0.1% | 0.1% | |
| Mexico | Same weight | 0.0% | 0.0% | |
| Ireland | Same weight | 0.0% | 0.0% | |
| United Kingdom | Same weight | 0.0% | 0.0% |
Concentration
- UXJA108.1%
- XTJA114.6%
- UXJA2
- XTJA3
Asset class
- UXJA
- Multi-Asset
- XTJA
- Stocks
Holdings
- Only in UXJA2
- In both0
- Only in XTJA3
Only in UXJA
2 securities, 100% of UXJA by weight
- 2027-01-15 State Street® SPDR® S&P 500® ETF Trust C 13.8398.54%
- 2027-01-15 State Street® SPDR® S&P 500® ETF Trust C 705.498.32%
Only in XTJA
3 securities, 100% of XTJA by weight
- Spy 12/31/2026 6.78 C97.23%
- Spy 12/31/2026 681.88 C17.27%
- Us Bank Mmda - Usbgfs 9 09/01/20370.13%
Weight gaps
UXJA and XTJA share no securities.
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.
UXJA vs XTJA Cost
Overpaying UXJA vs XTJA
$1,025
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
UXJA 0.85%
$16,199
XTJA 0.79%
$15,174
Cost over time
Year by year
| Year | UXJA | XTJA | Overpaying |
|---|---|---|---|
| 10 | $1,508 | $1,405 | $103 |
| 20 | $5,706 | $5,331 | $375 |
| 30 | $16,199 | $15,174 | $1,025 |
- 0.85%UXJA
- 0.79%XTJA, cheaper
- Middle half of S&P 500 Accelerated funds
- Median 0.79%
XTJA 3rd cheapest of 12 funds
UXJA 8th cheapest of 12 funds
UXJA vs XTJA Dividends
- UXJA None
- XTJA None
Distribution history
UXJA vs XTJA Risk
Fall from peak · 5 years
Risk facts
- Volatility
- UXJA 14.0%XTJA 8.1%
- Return per unit of risk
- UXJA 0.74XTJA 1.25
- Worst fall
- UXJA −20.0%XTJA −26.2%
- Market sensitivity
- UXJA 1.10XTJA 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% · 0.70%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.79% · 0.70%
- 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.