XOVR vs. META

Last updated Jun 10, 2026

XOVR (ERShares Entrepreneur Private-Public Crossover ETF) is Large Cap Growth Equities fund tracking the ER30TR Index, while META (Meta Platforms, Inc.) is a stock. Over the past 5 years, XOVR returned 5.41%/yr vs 12.12%/yr for META. A 0.63 correlation means they provide meaningful diversification when combined.

Performance

XOVR vs. META - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ERShares Entrepreneur Private-Public Crossover ETF (XOVR) and Meta Platforms, Inc. (META). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, XOVR achieves a -1.34% return, which is significantly higher than META's -11.36% return.

XOVR

• 1D: -1.92%
• 1M: 5.64%
• YTD: -1.34%
• 6M: -2.88%
• 1Y: 8.88%
• 3Y*: 18.86%
• 5Y*: 5.41%
• 10Y*: —

META

• 1D: -0.14%
• 1M: -4.11%
• YTD: -11.36%
• 6M: -10.87%
• 1Y: -15.51%
• 3Y*: 30.53%
• 5Y*: 12.12%
• 10Y*: 17.58%

*Multi-year figures are annualized to reflect compound growth (CAGR)

XOVR vs. META - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
XOVR ERShares Entrepreneur Private-Public Crossover ETF	-1.34%	11.83%	33.21%	51.89%	-41.09%	-7.24%	50.39%	31.72%	-5.02%	1.54%
META Meta Platforms, Inc.	-11.36%	13.09%	66.05%	194.13%	-64.22%	23.13%	33.09%	56.57%	-25.71%	-2.10%

Correlation

The correlation between XOVR and META is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.53
Correlation (3Y) Calculated over the trailing 3-year period	0.61
Correlation (5Y) Calculated over the trailing 5-year period	0.66
Correlation (All Time) Calculated using the full available price history since Nov 8, 2017	0.63

The correlation between XOVR and META shifts across timeframes, from 0.53 (1 year) to 0.66 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

XOVR vs. META — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

XOVR

XOVR Risk / Return Rank: 15
XOVR Sharpe Ratio Rank: 16
XOVR Sortino Ratio Rank: 17
XOVR Omega Ratio Rank: 16
XOVR Calmar Ratio Rank: 14
XOVR Martin Ratio Rank: 13

META

META Risk / Return Rank: 24
META Sharpe Ratio Rank: 24
META Sortino Ratio Rank: 23
META Omega Ratio Rank: 23
META Calmar Ratio Rank: 27
META Martin Ratio Rank: 23

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XOVR vs. META - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ERShares Entrepreneur Private-Public Crossover ETF (XOVR) and Meta Platforms, Inc. (META). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	XOVR	META	Difference
Sharpe ratio: Return per unit of total volatility	0.43	-0.44	+0.87
Sortino ratio: Return per unit of downside risk	0.72	-0.43	+1.14
Omega ratio: Gain probability vs. loss probability	1.09	0.95	+0.14
Calmar ratio: Return relative to maximum drawdown	0.37	-0.47	+0.83
Martin ratio: Return relative to average drawdown	0.81	-0.99	+1.80
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

XOVR vs. META - Sharpe Ratio Comparison

The current XOVR Sharpe Ratio is 0.43, which is higher than the META Sharpe Ratio of -0.44. The chart below compares the historical Sharpe Ratios of XOVR and META, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	XOVR	META	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.43	-0.44	+0.87
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.21	0.28	-0.07
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.46	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.39	0.52	-0.13

Drawdowns

XOVR vs. META - Drawdown Comparison

The maximum XOVR drawdown since its inception was -56.28%, smaller than the maximum META drawdown of -76.74%. Use the drawdown chart below to compare losses from any high point for XOVR and META.

Drawdown Indicators

	XOVR	META	Difference
Max Drawdown Largest peak-to-trough decline	-56.28%	-76.74%	+20.46%
Max Drawdown (1Y) Largest decline over 1 year	-24.32%	-33.30%	+8.98%
Max Drawdown (3Y) Largest decline over 3 years	-25.23%	-34.15%	+8.92%
Max Drawdown (5Y) Largest decline over 5 years	-49.35%	-76.74%	+27.39%
Max Drawdown (10Y) Largest decline over 10 years	—	-76.74%	—
Current Drawdown Current decline from peak	-8.48%	-25.83%	+17.35%
Average Drawdown Average peak-to-trough decline	-18.39%	-15.82%	-2.57%
Ulcer Index Depth and duration of drawdowns from previous peaks	10.98%	15.77%	-4.79%

Volatility

XOVR vs. META - Volatility Comparison

The current volatility for ERShares Entrepreneur Private-Public Crossover ETF (XOVR) is 7.56%, while Meta Platforms, Inc. (META) has a volatility of 10.44%. This indicates that XOVR experiences smaller price fluctuations and is considered to be less risky than META based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	XOVR	META	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.56%	10.44%	-2.88%
Volatility (6M) Calculated over the trailing 6-month period	15.89%	26.88%	-10.99%
Volatility (1Y) Calculated over the trailing 1-year period	20.85%	35.49%	-14.64%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.29%	44.05%	-17.76%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.92%	38.69%	-11.77%

Dividends

XOVR vs. META - Dividend Comparison

XOVR has not paid dividends to shareholders, while META's dividend yield for the trailing twelve months is around 0.36%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
META Meta Platforms, Inc.	0.36%	0.32%	0.34%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
XOVR ERShares Entrepreneur Private-Public Crossover ETF	0.00%	0.00%	0.00%	0.00%	0.00%	57.75%	6.31%	0.08%	3.71%	0.08%

Frequently Asked Questions

Can I hold both XOVR and META in my portfolio?

XOVR and META have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, XOVR or META?

META has higher volatility (10.44%) compared to XOVR (7.56%). In terms of maximum drawdown, XOVR dropped -56.28% vs META's -76.74%.

Which has better risk-adjusted returns?

XOVR currently has the higher Sharpe Ratio (0.43 vs -0.44), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.