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BGRO vs XNAV

iShares Large Cap Growth Active ETF vs FundX Aggressive ETF

BGRO

iShares Large Cap Growth Active ETF

Annual cost

0.55%

Fund size

$10M

XNAV

FundX Aggressive ETF

Annual cost

1.27%

Fund size

$34M

Key differences

Both BGRO and XNAV are alternative ETFs. BGRO charges 0.55% a year and XNAV 1.27%. The main difference: BGRO costs 0.72% less per year.

  • BGRO costs 0.72% less per year.
  • XNAV is much larger than BGRO. Larger funds are usually more liquid and less likely to close.
  • XNAV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BGROXNAV
Annual cost (TER)0.55%1.27%
Fund size (AUM)$10M$34M
Since20242002
Dividend yield0.03%0.47%
Asset classalternativealternative
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+18.3%+39.1%
CAGR 3YN/A+24.2%
CAGR 5YN/AN/A
Sharpe 3YN/A1.03
Volatility 1Y18.88%17.88%
Max drawdown-24.94%-24.27%

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

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