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EAOA vs XNAV
iShares ESG Aware 80/20 Aggressive Allocation ETF vs FundX Aggressive ETF
Key differences
- EAOA costs 1.09% less per year.
- EAOA is classified as mixed asset, while XNAV is alternative — different risk/return profiles.
- EAOA follows a index tracking strategy; XNAV uses active selection.
- Over the last 3 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
| EAOA | XNAV | |
|---|---|---|
| Annual cost (TER) | 0.18% | 1.27% |
| Fund size (AUM) | $36M | $31M |
| Since | 2020 | 2002 |
| Dividend yield | 2.03% | 0.51% |
| Asset class | mixed asset | alternative |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +24.4% | +41.8% |
| CAGR 3Y | +17.2% | +24.6% |
| CAGR 5Y | +8.7% | N/A |
| Sharpe 3Y | 1.10 | 1.06 |
| Volatility 1Y | 10.80% | 16.40% |
| Max drawdown | -25.06% | -24.27% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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