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APCB vs XNAV

ActivePassive Core Bond ETF vs FundX Aggressive ETF

APCB

ActivePassive Core Bond ETF

Annual cost

0.36%

Fund size

$936M

XNAV

FundX Aggressive ETF

Annual cost

1.27%

Fund size

$34M

Key differences

APCB is a fixed income ETF, while XNAV is an alternative ETF. APCB charges 0.36% a year and XNAV 1.27%.

  • APCB is a fixed income fund, while XNAV is an alternative fund. They carry different risk/return profiles.
  • APCB costs 0.91% less per year.
  • APCB is much larger than XNAV. Larger funds are usually more liquid and less likely to close.
  • Over the last three 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

APCBXNAV
Annual cost (TER)0.36%1.27%
Fund size (AUM)$936M$34M
Since20232002
Dividend yield4.15%0.47%
Asset classfixed incomealternative
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+4.1%+38.3%
CAGR 3Y+3.6%+24.0%
CAGR 5YN/AN/A
Sharpe 3Y0.021.02
Volatility 1Y3.41%17.43%
Max drawdown-6.42%-24.27%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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