Screener
GPT vs XNAV
Intelligent Alpha Atlas ETF vs FundX Aggressive ETF
Key differences
GPT is an equity ETF, while XNAV is an alternative ETF. GPT charges 0.69% a year and XNAV 1.27%.
- GPT is an equity fund, while XNAV is an alternative fund. They carry different risk/return profiles.
- GPT costs 0.58% less per year.
- XNAV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| GPT | XNAV | |
|---|---|---|
| Annual cost (TER) | 0.69% | 1.27% |
| Fund size (AUM) | $23M | $34M |
| Since | 2024 | 2002 |
| Dividend yield | 0.67% | 0.47% |
| Asset class | equity | alternative |
| Region | global | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +24.6% | +36.1% |
| CAGR 3Y | N/A | +23.1% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.99 |
| Volatility 1Y | 17.97% | 17.46% |
| Max drawdown | -25.59% | -24.27% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.