Screener
APMU vs XNAV
ActivePassive Intermediate Municipal Bond ETF vs FundX Aggressive ETF
Key differences
APMU is a fixed income ETF, while XNAV is an alternative ETF. APMU charges 0.35% a year and XNAV 1.27%.
- APMU is a fixed income fund, while XNAV is an alternative fund. They carry different risk/return profiles.
- APMU costs 0.92% less per year.
- APMU 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
| APMU | XNAV | |
|---|---|---|
| Annual cost (TER) | 0.35% | 1.27% |
| Fund size (AUM) | $232M | $34M |
| Since | 2023 | 2002 |
| Dividend yield | 2.65% | 0.47% |
| Asset class | fixed income | alternative |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.1% | +38.3% |
| CAGR 3Y | +3.0% | +24.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | -0.22 | 1.02 |
| Volatility 1Y | 2.37% | 17.43% |
| Max drawdown | -4.39% | -24.27% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.