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FITZ vs XNAV

Fitz-Gerald Must Have Portfolio(R) ETF vs FundX Aggressive ETF

FITZ

Fitz-Gerald Must Have Portfolio(R) ETF

Annual cost

Fund size

XNAV

FundX Aggressive ETF

Annual cost

1.27%

Fund size

$31M

Key differences

  • FITZ is classified as equity, while XNAV is alternative — different risk/return profiles.

Side-by-side comparison

FITZXNAV
Annual cost (TER)1.27%
Fund size (AUM)$31M
Since2002
Dividend yield0.51%
Asset classequityalternative
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+44.6%
CAGR 3YN/A+26.0%
CAGR 5YN/AN/A
Sharpe 3YN/A1.12
Volatility 1Y16.49%
Max drawdown-24.27%

Similar to FITZ and XNAV