XOVR vs VTES
Comparison between ERSHARES PRIVATE-PUBLIC CROSSOVER ETF (XOVR, ETF) and VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF ETF SHARES (VTES, ETF).
XOVR vs VTES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XOVR
$2B
VTES
$2B
Expense Ratio
XOVR
0.75%
Winner
VTES
0.05%
Max Drawdown
XOVR
72.78%
Winner
VTES
3.63%
Sharpe Ratio
Winner
XOVR
0.35
VTES
-0.31
5Y Beta
XOVR
1.24
Winner
VTES
0.01
P/E Ratio
XOVR
44.03
VTES
N/A
Forward P/E
XOVR
27.77
VTES
N/A
PEG Ratio
XOVR
0.34
VTES
N/A
Debt to Equity
XOVR
27.33%
VTES
N/A
P/S Ratio
XOVR
8.62
VTES
N/A
P/B Ratio
XOVR
9.88
VTES
N/A
XOVR vs VTES - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XOVR
+6.11%
VTES
+0.34%
3M
Winner
XOVR
+15.38%
VTES
+0.10%
6M
XOVR
+0.05%
Winner
VTES
+0.96%
1Y
Winner
XOVR
+8.89%
VTES
+3.33%
5Y(CAGR)
XOVR
+5.10%
VTES
N/A
10Y(CAGR)
XOVR
+10.23%
VTES
N/A
Max(CAGR)
Winner
XOVR
+10.23%
VTES
+3.07%
XOVR vs VTES - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | XOVR | VTES |
|---|---|---|
| 2026 | -0.05% | +0.64% |
| 2025 | +10.72% | +4.08% |
| 2024 | +37.69% | +2.02% |
| 2023 | +53.31% | +3.32% |
| 2022 | -40.54% | N/A |
| 2021 | -8.04% | N/A |
| 2020 | +47.73% | N/A |
| 2019 | +30.94% | N/A |
| 2018 | -6.28% | N/A |
| 2017 | +1.68% | N/A |
XOVR vs VTES Drawdown Comparison
The maximum drawdown for XOVR was -56.89%, occurring on Dec 28, 2022. Recovery took 1124 trading sessions.
The maximum drawdown for VTES was -2.42%, occurring on Oct 3, 2023. Recovery took 160 trading sessions.
The current XOVR drawdown is -8.06%. The current VTES drawdown is -0.60%.
| Rank | XOVR | VTES |
|---|---|---|
| #1 | -56.89% Feb 12, 2021 - Aug 6, 2025 | -2.42% Apr 12, 2023 - Nov 29, 2023 |
| #2 | -29.58% Feb 19, 2020 - Jun 5, 2020 | -1.59% Apr 4, 2025 - Jun 11, 2025 |
| #3 | -28.37% Aug 29, 2018 - Apr 29, 2019 | -1.47% Feb 27, 2026 - Mar 24, 2026 |
| #4 | -24.32% Oct 27, 2025 - Mar 30, 2026 | -1.04% Mar 8, 2024 - Jul 8, 2024 |
| #5 | -12.49% Apr 29, 2019 - Jul 26, 2019 | -0.82% Dec 6, 2024 - Feb 4, 2025 |
| #6 | -11.84% Sep 2, 2020 - Oct 9, 2020 | -0.78% Feb 28, 2025 - Apr 4, 2025 |
| #7 | -11.72% Oct 13, 2020 - Dec 4, 2020 | -0.78% Oct 2, 2024 - Nov 29, 2024 |
| #8 | -10.56% Jul 26, 2019 - Nov 27, 2019 | -0.55% Dec 29, 2023 - Feb 1, 2024 |
| #9 | -9.45% Mar 12, 2018 - Jun 1, 2018 | -0.50% Sep 16, 2025 - Dec 18, 2025 |
| #10 | -8.56% Jan 29, 2018 - Mar 8, 2018 | -0.43% Feb 1, 2024 - Mar 6, 2024 |
| #11 | -7.86% Dec 22, 2020 - Jan 8, 2021 | -0.31% Mar 17, 2023 - Mar 22, 2023 |
| #12 | -7.65% Jan 20, 2021 - Feb 4, 2021 | -0.22% Feb 5, 2025 - Feb 21, 2025 |
| #13 | -5.38% Jul 25, 2018 - Aug 29, 2018 | -0.19% Aug 6, 2024 - Aug 14, 2024 |
| #14 | -5.06% Aug 5, 2020 - Aug 18, 2020 | -0.15% Aug 13, 2025 - Aug 22, 2025 |
| #15 | -5.05% Jun 10, 2020 - Jun 22, 2020 | -0.15% Jan 16, 2026 - Jan 23, 2026 |
Correlation
Correlation between XOVR and VTES is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2017 - 2026)
XOVR vs VTES dividend yield comparison.
| Year | XOVR | VTES |
|---|---|---|
| 2026 | 0.00% | 1.12% |
| 2025 | 0.00% | 2.77% |
| 2024 | 0.00% | 2.99% |
| 2023 | 0.00% | 2.03% |
| 2021 | 57.75% | 0.00% |
| 2020 | 6.31% | 0.00% |
| 2019 | 0.08% | 0.00% |
| 2018 | 3.71% | 0.00% |
| 2017 | 0.08% | 0.00% |
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