Screener
RHTX vs XNAV
RH Tactical Outlook ETF vs FundX Aggressive ETF
Key differences
RHTX is a mixed asset ETF, while XNAV is an alternative ETF. RHTX charges 1.51% a year and XNAV 1.27%.
- RHTX is a mixed asset fund, while XNAV is an alternative fund. They carry different risk/return profiles.
- XNAV costs 0.24% less per year.
- XNAV is much larger than RHTX. Larger funds are usually more liquid and less likely to close.
- 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
| RHTX | XNAV | |
|---|---|---|
| Annual cost (TER) | 1.51% | 1.27% |
| Fund size (AUM) | $8M | $34M |
| Since | 2012 | 2002 |
| Dividend yield | 0.00% | 0.47% |
| Asset class | mixed asset | alternative |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +21.9% | +39.1% |
| CAGR 3Y | +15.3% | +24.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.75 | 1.03 |
| Volatility 1Y | 15.56% | 17.88% |
| Max drawdown | -24.68% | -24.27% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.