XOVR
-0.52 · -2.64%
$19.07 · NASDAQ

ERShares Private-Public Crossover ETF (XOVR) ETF Analysis | Large Growth

EntrepreneurShares · USA
AUM:$1.1B
#– of – in Large Growth ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

XOVR returned -1.2% over the past year, broadly in line with flat market conditions.

What is XOVR?

The fund invests primarily in equity securities of mid and large capitalization companies traded on the NASDAQ, the New York Stock Exchange or other major U. Equity securities include common stocks, preferred stocks, convertible preferred stocks, American Depositary Receipts (ADRs) (sponsored only) and Global Depositary Receipts (GDRs) (sponsored only).

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Negative 12-Month Return
XOVR returned -1.2% over the past year, reflecting recent market conditions.
Moderate Concentration
Top 10 holdings make up 37.6% of the ETF — a moderate level of name concentration.
ETF Information
AUM$1.1B
Expense Ratio0.00%
Dividend Yield0.00%
Holdings31
Inception DateNov 2017
Domicile–
Distribution–
Index–
ProviderEntrepreneurShares
Beta1.41
CategoryLarge Growth
CurrencyUSD
Portfolio Impact

How would XOVR affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+18.3%
1Y
+3.0%
3Y
+73.2%
5Y
+24.1%
OpenBook InsightIf you had invested £10,000 in XOVR 5 years ago, it would have grown to £12,412 — a gain of £2,412.

Annual Returns

Calendar year performance

XOVR delivered positive returns in 4 of the last 5 calendar years.
YearXOVR
2026 YTD+3.7%
2025+10.9%
2024+39.1%
2023+53.3%
2022-40.5%
CAGR 4yr+8.9%
4/5 positive yearsAvg return: +13.3%Worst year: -40.5% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
27.7%
Moderate
Momentum
+7.6%
30-day change
Support Level
19.24
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.