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Defiance ETFs LLCLarge BlendXMAG · Nasdaq

Defiance Large Cap ex-Mag 7 ETF (XMAG)

Price
$25.71
11 Sept 2026
Assets
$184.1M
Total net assets
Expense ratio
0.35%
Category 0.72%
Yield
0.45%
Trailing distributions
3Y CAGR
Category 19.2%
5Y CAGR
Category 11.4%
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Defiance Large Cap ex-Mag 7 ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-2.6%+1.2%+14.9%+13.9%+16.9%+14.7%
Large Blend average-1.7%2.7%14.8%12.0%15.6%19.2%11.4%14.1%14.5%
Difference-0.9%-1.5%+0.2%+1.9%+1.3%+0.3%

Holdings

The 10 largest positions make up 18.5% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
AVGOBroadcom Inc2.71%
MUMicron Technology Inc2.48%
LLYEli Lilly and Co2.26%
JPMJPMorgan Chase & Co2.19%
AMDAdvanced Micro Devices Inc1.76%
BRK-BBerkshire Hathaway Inc Class B1.62%
XOMExxonMobil Holdings Corp1.53%
JNJJohnson & Johnson1.49%
VVisa Inc Class A1.45%
WMTWalmart Inc1.06%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
24.4
P/B
4.3
P/S
2.9
P/CF
16.8

Sector allocation

Share of the equity the fund holds.

26.4%Technology11 sectors
  1. Technology26.4%
  2. Financial services17.9%
  3. Health care14.3%
  4. Industrials11.8%
  5. Consumer staples6.9%
  6. Energy5.5%
  7. Consumer discretionary5.5%
  8. Communication services3.5%
  9. Utilities3.0%
  10. Real estate2.8%
  11. Materials2.5%

Asset mix

  • Stocks99.6%
  • Other1.1%

Credit quality

Share of the bonds by rating.

  • AA15.3%
  • A54.7%
  • BBB29.1%
  • BB0.3%
  • Other0.7%

ETF details

Issuer
Defiance ETFs LLC
Category
Equity · Large Blend
Ticker
XMAG
Exchange
Nasdaq
Inception
21 Oct 2024 (1.9 years)
Structure
Exchange Traded Fund
Expense ratio
0.35% (category 0.72%)
Holdings turnover
7% (category 95%)
Distribution yield
0.45%
Beta, 3 years
0.00
Total net assets
$184.1M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

Other large blend ETFs

Other ETFs in the Large Blend category.

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