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EMPB vs XNAV

Efficient Market Portfolio Plus ETF vs FundX Aggressive ETF

EMPB

Efficient Market Portfolio Plus ETF

Annual cost

2.21%

Fund size

$21M

XNAV

FundX Aggressive ETF

Annual cost

1.27%

Fund size

$34M

Key differences

Both EMPB and XNAV are alternative ETFs. EMPB charges 2.21% a year and XNAV 1.27%. The main difference: XNAV costs 0.94% less per year.

  • XNAV costs 0.94% less per year.
  • XNAV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

EMPBXNAV
Annual cost (TER)2.21%1.27%
Fund size (AUM)$21M$34M
Since20242002
Dividend yield0.77%0.47%
Asset classalternativealternative
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+20.5%+39.1%
CAGR 3YN/A+24.2%
CAGR 5YN/AN/A
Sharpe 3YN/A1.03
Volatility 1Y11.31%17.88%
Max drawdown-7.55%-24.27%

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

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