Screener
ALTY vs XNAV
Global X Alternative Income ETF vs FundX Aggressive ETF
Key differences
- ALTY costs 0.77% less per year.
- ALTY follows a option income strategy; XNAV uses active selection.
- Over the last 3 years, XNAV has delivered higher annualized returns.
- XNAV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ALTY | XNAV | |
|---|---|---|
| Annual cost (TER) | 0.50% | 1.27% |
| Fund size (AUM) | $45M | $31M |
| Since | 2015 | 2002 |
| Dividend yield | 7.29% | 0.51% |
| Asset class | alternative | alternative |
| Region | north america | — |
| Strategy | option income | active selection |
| CAGR 1Y | +17.6% | +44.5% |
| CAGR 3Y | +11.8% | +25.0% |
| CAGR 5Y | +6.2% | N/A |
| Sharpe 3Y | 0.91 | 1.08 |
| Volatility 1Y | 5.81% | 16.54% |
| Max drawdown | -51.47% | -24.27% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to ALTY and XNAV
Explore further