Screener
LALT vs XNAV
First Trust Multi-Strategy Alternative ETF vs FundX Aggressive ETF
Key differences
Both LALT and XNAV are alternative ETFs. LALT charges 1.18% a year and XNAV 1.27%. The main difference: LALT follows a multi strategy strategy; XNAV uses active selection.
- LALT follows a multi strategy strategy; XNAV uses active selection.
- LALT costs 0.09% less per year.
- Over the last three years, XNAV has delivered higher annualized returns.
- XNAV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LALT | XNAV | |
|---|---|---|
| Annual cost (TER) | 1.18% | 1.27% |
| Fund size (AUM) | $65M | $34M |
| Since | 2023 | 2002 |
| Dividend yield | 3.68% | 0.47% |
| Asset class | alternative | alternative |
| Region | — | — |
| Strategy | multi strategy | active selection |
| CAGR 1Y | +19.2% | +39.1% |
| CAGR 3Y | +10.1% | +24.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.04 | 1.03 |
| Volatility 1Y | 7.01% | 17.88% |
| Max drawdown | -6.96% | -24.27% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.