Screener
BTR vs XNAV
Beacon Tactical Risk ETF vs FundX Aggressive ETF
Key differences
BTR is a mixed asset ETF, while XNAV is an alternative ETF. BTR charges 1.08% a year and XNAV 1.27%.
- BTR is a mixed asset fund, while XNAV is an alternative fund. They carry different risk/return profiles.
- BTR costs 0.19% less per year.
- 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
| BTR | XNAV | |
|---|---|---|
| Annual cost (TER) | 1.08% | 1.27% |
| Fund size (AUM) | $35M | $34M |
| Since | 2023 | 2002 |
| Dividend yield | 1.19% | 0.47% |
| Asset class | mixed asset | alternative |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +18.8% | +39.1% |
| CAGR 3Y | +4.5% | +24.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.14 | 1.03 |
| Volatility 1Y | 9.95% | 17.88% |
| Max drawdown | -16.67% | -24.27% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.