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FTBI vs XNAV
First Trust Balanced Income ETF vs FundX Aggressive ETF
Key differences
- FTBI costs 0.30% less per year.
- FTBI is classified as mixed asset, while XNAV is alternative — different risk/return profiles.
- FTBI follows a index tracking strategy; XNAV uses active selection.
- XNAV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FTBI | XNAV | |
|---|---|---|
| Annual cost (TER) | 0.97% | 1.27% |
| Fund size (AUM) | $20M | $31M |
| Since | 2025 | 2002 |
| Dividend yield | — | 0.51% |
| Asset class | mixed asset | alternative |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | N/A | +44.5% |
| CAGR 3Y | N/A | +25.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.08 |
| Volatility 1Y | — | 16.54% |
| Max drawdown | -5.34% | -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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