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KNOW vs XNAV

Fundamentals First ETF vs FundX Aggressive ETF

KNOW

Fundamentals First ETF

Mason Capital Partners

Annual cost

1.09%

Fund size

$7M

XNAV

FundX Aggressive ETF

Fund X

Annual cost

1.27%

Fund size

$31M

Key differences

  • KNOW costs 0.18% less per year.
  • XNAV is significantly larger than KNOW — larger funds tend to be more liquid and less likely to close.
  • KNOW is classified as mixed asset, while XNAV is alternative — different risk/return profiles.
  • XNAV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KNOWXNAV
Annual cost (TER)1.09%1.27%
Fund size (AUM)$7M$31M
Since20242002
Dividend yield1.37%0.51%
Asset classmixed assetalternative
Region
Strategyactive selectionactive selection
CAGR 1Y+20.3%+41.8%
CAGR 3YN/A+24.6%
CAGR 5YN/AN/A
Sharpe 3YN/A1.06
Volatility 1Y9.73%16.40%
Max drawdown-15.99%-24.27%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to KNOW and XNAV