Screener
CSM vs XNAV
ProShares Large Cap Core Plus vs FundX Aggressive ETF
Key differences
Both CSM and XNAV are alternative ETFs. CSM charges 0.45% a year and XNAV 1.27%. The main difference: CSM costs 0.82% less per year.
- CSM costs 0.82% less per year.
- CSM 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
| CSM | XNAV | |
|---|---|---|
| Annual cost (TER) | 0.45% | 1.27% |
| Fund size (AUM) | $524M | $34M |
| Since | 2009 | 2002 |
| Dividend yield | 1.00% | 0.47% |
| Asset class | alternative | alternative |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +23.0% | +36.1% |
| CAGR 3Y | +20.7% | +23.1% |
| CAGR 5Y | +12.8% | N/A |
| Sharpe 3Y | 1.07 | 0.99 |
| Volatility 1Y | 12.19% | 17.46% |
| Max drawdown | -36.11% | -24.27% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.